PortfoliosLab logoPortfoliosLab logo
ISIN
US74445D5216
Issuer
PGIM
Inception Date
Dec 12, 2016
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

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

PDGJX Performance Chart

Prudential Day One 2035 Fund (PDGJX) is up 8.6% since the beginning of the year. PDGJX is currently trading at $13 per share. Investors who bought $1,000 worth of PDGJX shares 5 years ago would now be looking at an investment worth $1,592.


Loading charts...

S&P 500 Index

Returns By Period

Prudential Day One 2035 Fund (PDGJX) has returned 8.61% so far this year and 19.59% over the past 12 months.


Prudential Day One 2035 Fund

1D
0.00%
1M
2.30%
YTD
8.61%
6M
9.19%
1Y
19.59%
3Y*
18.08%
5Y*
9.74%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDGJX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2017, PDGJX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 72% of months were positive and 28% were negative. The best month was Apr 2020 with a return of +8.6%, while the worst month was Mar 2020 at -11.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PDGJX closed higher 51% of trading days. The best single day was Dec 24, 2024 with a return of +10.6%, while the worst single day was Mar 12, 2020 at -7.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.36%1.83%-4.21%6.27%2.37%0.00%8.61%
20252.32%0.44%-2.17%0.09%3.11%3.01%0.33%2.50%2.11%1.19%0.71%0.22%14.63%
20240.09%2.28%2.49%-3.01%3.45%1.17%1.98%2.10%1.90%-2.10%2.93%7.28%22.14%
20235.60%-2.65%1.88%0.83%-1.37%4.08%2.50%-1.74%-3.45%-2.29%6.66%4.45%14.74%
2022-3.22%-1.19%1.20%-5.63%0.17%-6.96%6.31%-3.47%-8.17%4.78%5.93%-3.49%-14.08%
20210.00%1.98%2.56%3.71%1.31%0.86%1.50%1.48%-2.98%3.86%-1.65%3.49%17.09%

Benchmark Metrics

Prudential Day One 2035 Fund has an annualized alpha of 2.95%, beta of 0.55, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

  • This fund participated in 69.36% of S&P 500 Index downside but only 65.95% of its upside - more exposed to losses than it benefited from rallies.
  • This fund generated an annualized alpha of 2.95% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.55 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
2.95%
Beta
0.55
0.66
Upside Capture
65.95%
Downside Capture
69.36%

Expense Ratio

PDGJX has an expense ratio of 0.02%, which is considered low.


Return for Risk

Risk / Return Rank

PDGJX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


PDGJX Risk / Return Rank: 7575
Overall Rank
PDGJX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
PDGJX Sortino Ratio Rank: 7575
Sortino Ratio Rank
PDGJX Omega Ratio Rank: 7474
Omega Ratio Rank
PDGJX Calmar Ratio Rank: 7070
Calmar Ratio Rank
PDGJX Martin Ratio Rank: 7979
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 Prudential Day One 2035 Fund (PDGJX) and compare them to S&P 500 Index.


PDGJXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.55

2.39

+0.16

Sortino ratio

Return per unit of downside risk

3.63

3.25

+0.37

Omega ratio

Gain probability vs. loss probability

1.48

1.43

+0.05

Calmar ratio

Return relative to maximum drawdown

3.23

3.11

+0.12

Martin ratio

Return relative to average drawdown

14.84

14.38

+0.46

Dividends

Dividend History

Prudential Day One 2035 Fund provided a 3.97% dividend yield over the last twelve months, with an annual payout of $0.53 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.00$2.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.53$0.53$2.49$0.47$0.86$1.73$0.30$0.61$0.57$0.23

Dividend yield

3.97%4.31%22.20%4.16%8.27%13.30%2.34%5.23%5.69%2.04%

Monthly Dividends

The table displays the monthly dividend distributions for Prudential Day One 2035 Fund. 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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.53$0.53
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.49$2.49
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47$0.47
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.86$0.86
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.73$1.73

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 Prudential Day One 2035 Fund. 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 Prudential Day One 2035 Fund was 28.04%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-28.04%Mar 2020
1mo 2d5mo 4d
6mo 6dFeb 2020 - Aug 2020
Bear market2022
-20.17%Oct 2022
9mo 12d1y 4mo
2y 1moJan 2022 - Feb 2024
Rate-hike selloffLate 2018
-14.75%Dec 2018
10mo 29d4mo 3d
1y 2moJan 2018 - Apr 2019
2025 selloff2025
-10.33%Apr 2025
1mo 17d1mo 8d
2mo 25dFeb 2025 - May 2025
2026 pullback2026
-6.22%Mar 2026
29d18d
1mo 17dFeb 2026 - Apr 2026

Drawdown Indicators


PDGJXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-28.04%

-56.78%

+28.74%

Max Drawdown (1Y)

Largest decline over 1 year

-6.22%

-9.10%

+2.88%

Max Drawdown (3Y)

Largest decline over 3 years

-10.33%

-18.90%

+8.57%

Max Drawdown (5Y)

Largest decline over 5 years

-20.17%

-25.43%

+5.26%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-3.69%

-10.72%

+7.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.35%

1.97%

-0.62%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with PDGJX

Add Prudential Day One 2035 Fund 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 PDGJX