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PGIM Quant Solutions Mid-Cap Val Z (SPVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.39+0.16 (+0.69%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.05%
5-Year Average Return6.49%
Number of Years Up11
Number of Years Down7
Best 1 Yr Total Return (May 2, 2024)37.61%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return37.61%
Worst 3-Yr Total Return-3.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPVZXCategory
YTD2.58%21.28%
1-Month-5.49%-1.96%
3-Month4.68%4.90%
1-Year15.80%55.83%
3-Year3.56%11.08%
5-Year6.20%11.93%
10-Year5.89%10.64%
Last Bull Market28.53%25.54%
Last Bear Market-14.58%-22.08%

Annual Total Return (%) History

Year
SPVZXCategory
2024
N/AN/A
2023
11.62%N/A
2022
-9.23%N/A
2021
34.61%N/A
2020
-6.25%2.63%
2019
20.05%25.18%
2018
-19.70%-12.86%
2017
12.64%13.22%
2016
21.39%18.06%
2015
-6.42%-5.41%
2014
15.14%9.31%
2013
37.32%35.14%
2012
14.84%16.60%
2011
-0.44%-3.96%
2010
21.06%21.92%
2009
37.61%35.41%
2008
-34.89%-36.77%
2007
-0.61%0.83%
2006
10.93%15.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.54%N/AN/AN/A
2023-1.07%4.37%-3.67%12.22%
20222.21%-14.58%-7.24%12.08%
202120.68%4.33%-0.36%7.30%
2020-44.19%26.11%4.80%27.11%
201912.12%0.99%-2.29%8.51%
2018-3.50%0.69%0.82%-18.03%
20173.13%-0.59%2.69%6.98%
20162.86%1.02%5.24%11.00%
20152.77%-2.37%-7.23%0.54%
20144.95%5.79%-2.09%5.92%
201316.32%1.97%6.18%9.03%
20129.51%-4.67%6.35%3.43%
20118.87%-0.13%-19.06%13.13%
20108.36%-11.02%12.30%11.81%
2009-14.07%22.06%23.61%6.14%
2008-7.96%1.84%-8.50%-24.08%
20073.29%5.87%-4.82%-4.50%
20065.36%-3.06%-2.31%11.19%

Rank In Category (By Total Return)

YTD48
1-Month62
3-Month32
1-Year37
3-Year65
5-Year85

Load Adjusted Returns

1-Year15.80%
3-Year3.56%
5-Year6.20%
10-Year5.89%