PortfoliosLab logoPortfoliosLab logo
CUSIP
69420N510
Issuer
PGIM
Inception Date
Dec 27, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Alternatives
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$15M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

PBQQ Performance Chart

PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) is up 9.1% since the beginning of the year. PBQQ is currently trading at $31 per share.


Loading charts...

S&P 500 Index

Returns By Period

PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) has returned 9.06% so far this year and 20.59% over the past 12 months.


PGIM Laddered Nasdaq-100 Buffer 12 ETF

1D
0.51%
1M
0.88%
YTD
9.06%
6M
9.35%
1Y
20.59%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.17%
YTD
8.39%
6M
8.57%
1Y
24.06%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBQQ Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2025, PBQQ's average daily return is +0.07%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.

Historically, 72% of months were positive and 28% were negative. The best month was Apr 2026 with a return of +8.0%, while the worst month was Mar 2025 at -3.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.

On a daily basis, PBQQ closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +7.5%, while the worst single day was Apr 4, 2025 at -4.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.67%-0.52%-1.90%8.01%2.94%-0.16%9.06%
20251.52%-0.76%-3.19%0.78%5.06%3.84%1.54%0.98%2.28%1.44%0.21%0.99%15.44%

Benchmark Metrics

PGIM Laddered Nasdaq-100 Buffer 12 ETF has an annualized alpha of 5.30%, beta of 0.65, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since January 02, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.69%) than losses (32.50%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 5.30% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.65 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
5.30%
Beta
0.65
0.92
Upside Capture
65.69%
Downside Capture
32.50%

Expense Ratio

PBQQ has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PBQQ ranks 89 for risk / return — in the top 89% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PBQQ Risk / Return Rank: 8989
Overall Rank
PBQQ Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PBQQ Sortino Ratio Rank: 9191
Sortino Ratio Rank
PBQQ Omega Ratio Rank: 9191
Omega Ratio Rank
PBQQ Calmar Ratio Rank: 8484
Calmar Ratio Rank
PBQQ Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PBQQBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.89

Sortino ratioReturn per unit of downside risk

+1.51

Omega ratioGain probability vs. loss probability

1.57

1.35

+0.21

Calmar ratioReturn relative to maximum drawdown

4.39

2.66

+1.73

Martin ratioReturn relative to average drawdown

20.60

11.86

+8.73

Dividends

Dividend History

PGIM Laddered Nasdaq-100 Buffer 12 ETF provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.01%$0.00$0.00$0.00$0.00$0.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.00$0.00

Dividend yield

0.01%0.01%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Laddered Nasdaq-100 Buffer 12 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the PGIM Laddered Nasdaq-100 Buffer 12 ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PGIM Laddered Nasdaq-100 Buffer 12 ETF was 12.92%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.

The current PGIM Laddered Nasdaq-100 Buffer 12 ETF drawdown is 0.24%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-12.92%Apr 2025
1mo 17d1mo 8d
2mo 25dFeb 2025 - May 2025
2026 pullback2026
-4.71%Mar 2026
2mo 1d10d
2mo 11dJan 2026 - Apr 2026
2025 pullback2025
-2.79%Nov 2025
21d12d
1mo 3dOct 2025 - Dec 2025
2026 pullback2026
-1.92%Jun 2026
7d
17d 19hJun 2026 - now
2025 pullback2025
-1.48%Oct 2025
1d10d
11dOct 2025 - Oct 2025

Drawdown Indicators


PBQQBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.92%

-56.78%

+43.86%

Max Drawdown (1Y)

Largest decline over 1 year

-4.71%

-9.10%

+4.39%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.24%

-2.49%

+2.25%

Average Drawdown

Average peak-to-trough decline

-1.24%

-10.72%

+9.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

2.03%

-1.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with PBQQ

Add PGIM Laddered Nasdaq-100 Buffer 12 ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with PBQQ