(PFRL) PGIM Trust - Performance 5.5% in 12m
Compare PFRL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.66%
#8 in Group
Rel. Strength
49.56%
#4014 in Universe
Total Return 12m
5.51%
#13 in Group
Total Return 5y
25.82%
#8 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 (5.5%) vs TLT (1.1%)
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 |
1.87% | 5.41% | 37.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
3.77% | 5.5% | 37.4% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
2.2% | 6.22% | 36.1% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
1.97% | 5.62% | 38.6% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
3.96% | 6.19% | 32.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
3.84% | 5.48% | 35.7% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
3.15% | 5.44% | 24.4% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
3.16% | 5.75% | 21.8% | - | - | - | - | - |
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 | 4.12% | -2.44% | 10.79% |
| 3 Months | -1.04% | -1.56% | -7.56% |
| 12 Months | 5.51% | 1.11% | 9.55% |
| 5 Years | 25.82% | -38.85% | 105.51% |
| Trend Score (consistency of price movement) | PFRL | TLT | S&P 500 |
| 1 Month | 97.8% | 18.6% | 84% |
| 3 Months | -86.3% | -19.4% | -81.1% |
| 12 Months | 84.0% | -23.7% | 51.8% |
| 5 Years | 98.7% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #13 | 7.08% | -6.80% |
| 3 Month | #16 | 0.87% | 6.16% |
| 12 Month | #16 | 4.69% | -4.50% |
| 5 Years | #9 | 54.2% | -15.8% |
FAQs
Does PFRL PGIM Trust outperforms the market?
Yes,
over the last 12 months PFRL made 5.51%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 1.11%.
Over the last 3 months PFRL made -1.04%, while TLT made -1.56%.
Over the last 3 months PFRL made -1.04%, while TLT made -1.56%.
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 | -0.43% | -6.67% | 5.79% | -4.04% |
| US NASDAQ 100 | QQQ | -0.86% | -9.50% | 5.43% | -4.51% |
| US Dow Jones Industrial 30 | DIA | -0.37% | -3.49% | 6.84% | -1.29% |
| German DAX 40 | DAX | -3.26% | -13.2% | -21.0% | -21.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.82% | -8.72% | 5.66% | -0.50% |
| Hongkong Hang Seng | HSI | -5.74% | -12.0% | -2.54% | -6.18% |
| India NIFTY 50 | INDA | 0.12% | -5.14% | 2.88% | 2.27% |
| Brasil Bovespa | EWZ | 3.12% | -6.99% | 2.67% | 16.6% |
PFRL vs. Sectors PFRL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.95% | -7.65% | -1.97% | -15.9% |
| Consumer Discretionary | XLY | 1.14% | -5.25% | 6.17% | -5.33% |
| Consumer Staples | XLP | 0.24% | -0.78% | -2.63% | -4.43% |
| Energy | XLE | 3.05% | 1.22% | 13.5% | 16.4% |
| Financial | XLF | -0.63% | -7.38% | 0.94% | -16.1% |
| Health Care | XLV | 3.93% | 4.22% | 9.44% | 8.98% |
| Industrial | XLI | -2.07% | -9.58% | 5.80% | -3.72% |
| Materials | XLB | 0.10% | -5.09% | 11.9% | 10.8% |
| Real Estate | XLRE | -0.79% | -5.27% | 1.72% | -10.7% |
| Technology | XLK | -1.81% | -12.4% | 9.06% | 0.52% |
| Utilities | XLU | -1.16% | -5.60% | -4.49% | -15.2% |
| Aerospace & Defense | XAR | -1.75% | -16.1% | -6.98% | -19.2% |
| Biotech | XBI | 6.13% | -1.61% | 25.6% | 20.2% |
| Homebuilder | XHB | -0.73% | -1.38% | 19.7% | 16.0% |
| Retail | XRT | -0.52% | -3.77% | 11.8% | 10.3% |