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ISIN
US7443366379
CUSIP
744336637
Issuer
PGIM
Inception Date
Jun 18, 2018
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

PGKZX Performance Chart

PGIM Jennison Technology Fund (PGKZX) is up 22.3% since the beginning of the year. PGKZX is currently trading at $37 per share. Investors who bought $1,000 worth of PGKZX shares 5 years ago would now be looking at an investment worth $2,302.


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S&P 500 Index

Returns By Period

PGIM Jennison Technology Fund (PGKZX) has returned 22.34% so far this year and 43.74% over the past 12 months.


PGIM Jennison Technology Fund

1D
2.68%
1M
4.63%
YTD
22.34%
6M
21.77%
1Y
43.74%
3Y*
33.14%
5Y*
18.15%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PGKZX Monthly Returns History

Based on dividend-adjusted daily data since Jun 19, 2018, PGKZX's average daily return is +0.09%, while the average monthly return is +1.86%. At this rate, an investment would double in approximately 3.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +16.6%, while the worst month was Jan 2022 at -14.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PGKZX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.7%, while the worst single day was Mar 16, 2020 at -13.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.10%-2.15%-4.12%16.62%13.18%-0.11%22.34%
20252.17%-6.27%-11.76%4.10%11.05%8.41%1.98%0.44%6.11%6.88%-4.10%-0.88%16.93%
20246.88%8.68%1.39%-4.60%7.08%8.24%-5.13%1.74%2.99%0.68%5.73%3.90%43.15%
20239.87%0.15%9.78%-1.94%14.82%6.37%5.15%-2.87%-7.39%-2.54%16.63%6.61%65.78%
2022-13.96%-5.54%1.53%-13.43%-4.17%-8.27%10.60%-4.22%-11.87%5.17%6.12%-6.15%-38.60%
20213.02%0.50%-6.38%5.10%-2.71%8.97%1.73%5.87%-5.99%8.27%-0.22%-2.44%15.27%

Benchmark Metrics

PGIM Jennison Technology Fund has an annualized alpha of 5.89%, beta of 1.26, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since June 19, 2018.

  • This fund captured 135.62% of S&P 500 Index gains and 103.83% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 5.89% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
5.89%
Beta
1.26
0.74
Upside Capture
135.62%
Downside Capture
103.83%

Expense Ratio

PGKZX has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PGKZX ranks 44 for risk / return — on par with similar mutual funds. 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.


PGKZX Risk / Return Rank: 4444
Overall Rank
PGKZX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
PGKZX Sortino Ratio Rank: 4040
Sortino Ratio Rank
PGKZX Omega Ratio Rank: 4242
Omega Ratio Rank
PGKZX Calmar Ratio Rank: 5050
Calmar Ratio Rank
PGKZX Martin Ratio Rank: 3838
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 Jennison Technology Fund (PGKZX) 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.


PGKZXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.32

1.37

-0.05

Calmar ratioReturn relative to maximum drawdown

2.60

2.78

-0.19

Martin ratioReturn relative to average drawdown

7.80

12.44

-4.64

Dividends

Dividend History

PGIM Jennison Technology Fund provided a 4.46% dividend yield over the last twelve months, with an annual payout of $1.64 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$1.64$1.64$2.08$0.00$0.00$1.96$0.85$0.00$0.01

Dividend yield

4.46%5.45%7.67%0.00%0.00%9.73%4.41%0.04%0.09%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Jennison Technology 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$1.64$1.64
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.08$2.08
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.96$1.96

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PGIM Jennison Technology 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 PGIM Jennison Technology Fund was 48.47%, occurring on Oct 14, 2022. Recovery took 316 trading sessions.

The current PGIM Jennison Technology Fund drawdown is 3.06%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-48.47%Oct 2022
10mo 26d1y 3mo
2y 1moNov 2021 - Jan 2024
2025 selloff2025
-30.48%Apr 2025
2mo 10d3mo 14d
5mo 24dJan 2025 - Jul 2025
COVID crash2020
-30.07%Mar 2020
25d2mo 7d
3mo 2dFeb 2020 - May 2020
2021 bear market2021
-21.46%May 2021
2mo 26d3mo 19d
6mo 15dFeb 2021 - Aug 2021
Rate-hike selloffLate 2018
-20.12%Dec 2018
3mo 8d2mo 25d
6mo 3dSep 2018 - Mar 2019

Drawdown Indicators


PGKZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-48.47%

-56.78%

+8.31%

Max Drawdown (1Y)

Largest decline over 1 year

-16.55%

-9.10%

-7.45%

Max Drawdown (3Y)

Largest decline over 3 years

-30.48%

-18.90%

-11.58%

Max Drawdown (5Y)

Largest decline over 5 years

-48.47%

-25.43%

-23.04%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.06%

-1.80%

-1.26%

Average Drawdown

Average peak-to-trough decline

-11.35%

-10.71%

-0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.49%

2.03%

+3.46%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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