PGIM Jennison Health Sciences Fund (PHSZX)

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The chart shows the growth of an initial investment of $10,000 in PGIM Jennison Health Sciences Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

PGIM Jennison Health Sciences Fund (PHSZX) has returned -9.27% so far this year and 11.81% over the past 12 months. Over the last decade, PHSZX has posted an annualized return of 12.19%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jun 30, 1999, PHSZX's average daily return is +0.06%, while the average monthly return is +1.26%. At this rate, your investment would double in approximately 4.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +15.9%, while the worst month was Jan 2016 at -18.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 9 months.

On a daily basis, PHSZX closed higher 53% of trading days. The best single day was Dec 20, 2024 with a return of +26.4%, while the worst single day was Mar 16, 2020 at -13.6%.

PGIM Jennison Health Sciences Fund has an annualized alpha of 9.87%, beta of 0.85, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since July 01, 1999.

• This fund captured 105.88% of S&P 500 Index gains but only 68.79% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 9.87% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

PHSZX has an expense ratio of 0.86%, placing it in the medium range.

PHSZX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and compare them to a chosen benchmark (S&P 500 Index).

PGIM Jennison Health Sciences Fund provided a 12.05% dividend yield over the last twelve months, with an annual payout of $5.13 per share.

The table displays the monthly dividend distributions for PGIM Jennison Health Sciences Fund. 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 PGIM Jennison Health Sciences 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 Health Sciences Fund was 42.77%, occurring on Jul 23, 2002. Recovery took 376 trading sessions.

The current PGIM Jennison Health Sciences Fund drawdown is 11.98%.

The chart below shows the rolling one-month volatility.