(PFRL) PGIM Trust - Performance 5.4% in 12m
Compare PFRL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.63%
#8 in Group
Rel. Strength
51.72%
#3879 in Universe
Total Return 12m
5.37%
#12 in Group
Total Return 5y
25.07%
#9 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PFRL (5.4%) vs TLT (5.5%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.76% | 5.67% | 36.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.17% | 5.88% | 37.3% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
-0.02% | 6.45% | 36.7% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.75% | 5.54% | 39.4% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.18% | 6.53% | 33.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
-0.41% | 5.78% | 36% | - | - | - | - | - |
| PFRL NYSE ARCA PGIM Trust |
-1.24% | 5.37% | 25.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
-0.61% | 5.54% | 23.8% | - | - | - | - | - |
Performance Comparison: PFRL vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PFRL
| Total Return (including Dividends) | PFRL | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.24% | -0.61% | -4.31% |
| 3 Months | -1.52% | 1.77% | -7.85% |
| 12 Months | 5.37% | 5.49% | 10.76% |
| 5 Years | 25.07% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | PFRL | TLT | S&P 500 |
| 1 Month | -29.1% | -64.4% | -35.6% |
| 3 Months | -84.4% | 9.6% | -89.7% |
| 12 Months | 86.4% | -12.9% | 58.3% |
| 5 Years | 98.8% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #15 | -0.63% | 3.21% |
| 3 Month | #16 | -3.23% | 6.87% |
| 12 Month | #14 | -0.11% | -4.86% |
| 5 Years | #9 | 51.0% | -14.4% |
FAQs
Does PFRL PGIM Trust outperforms the market?
No,
over the last 12 months PFRL made 5.37%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months PFRL made -1.52%, while TLT made 1.77%.
Over the last 3 months PFRL made -1.52%, while TLT made 1.77%.
Performance Comparison PFRL vs Indeces and Sectors
PFRL vs. Indices PFRL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.21% | 3.07% | 4.99% | -5.39% |
| US NASDAQ 100 | QQQ | -8.17% | 3.0% | 4.99% | -6.64% |
| US Dow Jones Industrial 30 | DIA | -4.14% | 4.54% | 4.73% | -1.61% |
| German DAX 40 | DAX | -3.55% | 2.57% | -13.4% | -18.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.32% | 2.26% | 6.41% | -3.25% |
| Hongkong Hang Seng | HSI | -3.94% | 1.64% | 3.12% | -8.65% |
| India NIFTY 50 | INDA | 1.22% | -2.80% | 3.39% | 3.57% |
| Brasil Bovespa | EWZ | -5.96% | -3.21% | 0.49% | 10.9% |
PFRL vs. Sectors PFRL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.07% | 4.34% | -3.75% | -17.0% |
| Consumer Discretionary | XLY | -8.56% | 2.80% | 1.83% | -8.98% |
| Consumer Staples | XLP | 1.25% | -3.99% | -0.33% | -4.12% |
| Energy | XLE | -2.86% | 10.4% | 7.42% | 17.3% |
| Financial | XLF | -4.25% | 3.54% | -3.11% | -13.9% |
| Health Care | XLV | -3.19% | 3.73% | 7.0% | 5.11% |
| Industrial | XLI | -4.38% | 2.83% | 4.64% | -1.54% |
| Materials | XLB | -2.96% | 3.27% | 11.9% | 10.7% |
| Real Estate | XLRE | -1.38% | 0.67% | 7.14% | -9.75% |
| Technology | XLK | -10.0% | 3.28% | 9.86% | -0.87% |
| Utilities | XLU | -2.06% | -2.92% | 1.89% | -15.1% |
| Aerospace & Defense | XAR | -5.77% | -0.94% | -6.28% | -21.6% |
| Biotech | XBI | -5.34% | 6.60% | 18.1% | 7.62% |
| Homebuilder | XHB | -4.46% | 4.78% | 20.0% | 13.3% |
| Retail | XRT | -3.42% | 1.69% | 9.11% | 8.99% |