Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH)

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Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH) is down 2.7% since the beginning of the year. At $16 per share, PFH is trading 16.0% below its 52-week high of $19. Investors who bought $1,000 worth of PFH shares 5 years ago would now be looking at an investment worth $810.

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH) has returned -2.68% so far this year and 1.99% over the past 12 months.

Based on dividend-adjusted daily data since Sep 2, 2020, PFH's average daily return is -0.01%, while the average monthly return is -0.15%.

Historically, 51% of months were positive and 49% were negative. The best month was Jan 2023 with a return of +13.8%, while the worst month was Apr 2022 at -10.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PFH closed higher 49% of trading days. The best single day was Mar 16, 2023 with a return of +6.1%, while the worst single day was Jan 27, 2022 at -4.3%.

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 has an annualized alpha of -6.26%, beta of 0.31, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since September 02, 2020.

• This stock participated in 96.97% of S&P 500 Index downside but only 38.57% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.31 may look defensive, but with R2 of 0.16 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PFH ranks 45 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 provided a 6.33% dividend yield over the last twelve months, with an annual payout of $1.03 per share.

The table displays the monthly dividend distributions for Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060. 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 Financial, Inc. 4.125% Junior Subordinated Notes due 2060 was 28.58%, occurring on Nov 4, 2022. The portfolio has not yet recovered.

The current Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 drawdown is 20.37%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.