(PFRL) PGIM Trust - Performance 7.3% in 12m
PFRL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.05%
#7 in Peer-Group
Rel. Strength
49.49%
#3746 in Stock-Universe
Total Return 12m
7.32%
#8 in Peer-Group
Total Return 5y
29.46%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 50.16 USD |
| 52 Week Low | 45.15 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 93.51 |
| Buy/Sell Signal +-5 | 1.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PFRL (7.3%) vs TLT (2%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| FLBL BATS Franklin Liberty Senior |
0.54% | 6.7% | 37.3% | - | - | - | - | - |
| SEIX NYSE ARCA Virtus Trust II - Virtus |
0.76% | 6.5% | 34.9% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
1.35% | 7.35% | 38.2% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.68% | 7.57% | 34% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.85% | 7.63% | 31.6% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
1.09% | 7.75% | 32.8% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
0.86% | 7.02% | 27.3% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
0.79% | 7.37% | 25% | - | - | - | - | - |
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 | 0.91% | 3.63% | 4.55% |
| 3 Months | 2.34% | -1.98% | 10.78% |
| 12 Months | 7.32% | 1.97% | 14.71% |
| 5 Years | 29.46% | -38.13% | 112.53% |
| Trend Score (consistency of price movement) | PFRL | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 93.1% | 84% | 79.2% |
| 3 Months | 93.4% | -40.9% | 92.9% |
| 12 Months | 83.2% | -64.3% | 44.2% |
| 5 Years | 98.8% | -88.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th75.00 | -2.63% | -3.49% |
| 3 Month | %th50.00 | 4.42% | -7.61% |
| 12 Month | %th43.75 | 5.24% | -6.44% |
| 5 Years | %th50.00 | 56.28% | -21.24% |
FAQs
Does PGIM Trust (PFRL) outperform the market?
Yes,
over the last 12 months PFRL made 7.32%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 1.97%.
Over the last 3 months PFRL made 2.34%, while TLT made -1.98%.
Performance Comparison PFRL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PFRL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.5% | -3.6% | -3.4% | -7% |
| US NASDAQ 100 | QQQ | -3.3% | -4.6% | -5.5% | -8% |
| German DAX 40 | DAX | -2.4% | 0.9% | -16.3% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.2% | -3.3% | -1.3% | -10% |
| Hongkong Hang Seng | HSI | -2.1% | -4.9% | -19.1% | -28% |
| India NIFTY 50 | INDA | -2.1% | -1.2% | -3.1% | 7% |
| Brasil Bovespa | EWZ | -3.9% | -6.9% | -27.9% | -6% |
PFRL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4% | -5.9% | -10% | -21% |
| Consumer Discretionary | XLY | -0.9% | -0.7% | 5.4% | -12% |
| Consumer Staples | XLP | 1% | 2.5% | -1.6% | -2% |
| Energy | XLE | 1.9% | -2.6% | 2.1% | 11% |
| Financial | XLF | -2.6% | -2.2% | -6.4% | -22% |
| Health Care | XLV | -1.6% | -1.1% | 3.9% | 13% |
| Industrial | XLI | -2.1% | -2.8% | -10% | -17% |
| Materials | XLB | -0.6% | -0.7% | -2.7% | 4% |
| Real Estate | XLRE | 2% | 0.9% | -0.7% | -5% |
| Technology | XLK | -3.8% | -8% | -6.6% | -5% |
| Utilities | XLU | -0.1% | 0.9% | -6.7% | -17% |
| Aerospace & Defense | XAR | -4.5% | -9% | -24.7% | -45% |
| Biotech | XBI | -0.4% | -1.2% | 10.6% | 18% |
| Homebuilder | XHB | -0.8% | -5.2% | 7.9% | 7% |
| Retail | XRT | 0.6% | -0.5% | 5.4% | 1% |
PFRL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.8% | -4.21% | 5.93% | 18% |
| Natural Gas | UNG | 9.7% | 10.3% | 11.8% | 15% |
| Gold | GLD | 2.5% | 3.1% | -23.2% | -34% |
| Silver | SLV | 0.9% | -3% | -21.9% | -15% |
| Copper | CPER | -2.8% | -3.3% | -23.1% | -8% |
PFRL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.3% | -2.7% | -0.2% | 5% |
| iShares High Yield Corp. Bond | HYG | -0.4% | -1% | -2.3% | -4% |