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PGIM Jennison Focused Growth Fund (SPFZX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US74440K8687

CUSIP

74440K868

Inception Date

Jun 2, 2000

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

SPFZX has an expense ratio of 0.75%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

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


PGIM Jennison Focused Growth Fund

Popular comparisons:
SPFZX vs. FBGRX
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Performance

Performance Chart


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S&P 500

Returns By Period

PGIM Jennison Focused Growth Fund (SPFZX) returned 1.00% year-to-date (YTD) and 13.52% over the past 12 months. Over the past 10 years, SPFZX delivered an annualized return of 15.04%, outperforming the S&P 500 benchmark at 10.85%.


SPFZX

YTD

1.00%

1M

10.18%

6M

1.95%

1Y

13.52%

3Y*

21.62%

5Y*

14.00%

10Y*

15.04%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of SPFZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.49%-3.92%-10.29%3.91%10.03%1.00%
20244.60%8.09%0.70%-4.97%6.60%6.80%-3.77%3.88%1.35%0.21%5.26%0.20%31.90%
202311.18%-1.57%9.48%1.06%6.80%6.00%2.34%-1.05%-5.01%-1.42%12.72%4.25%52.74%
2022-14.76%-3.64%3.78%-15.13%-7.15%-7.52%14.41%-5.66%-9.38%3.47%3.54%-8.68%-40.55%
2021-0.85%0.00%-5.27%7.89%-5.27%8.80%1.28%4.20%-5.58%8.26%-1.45%-4.12%6.47%
20204.06%-5.28%-11.73%16.84%10.08%8.64%8.95%12.53%-5.57%-3.42%15.45%6.60%67.31%
201911.04%4.55%2.36%4.13%-6.71%6.81%0.53%-1.75%-1.95%1.63%7.37%2.04%32.96%
201813.20%-1.73%-2.91%0.87%5.25%0.87%-0.06%5.12%0.76%-11.36%1.71%-7.13%2.53%
20174.52%3.22%2.28%3.35%4.68%-1.01%5.78%2.56%-0.07%4.32%1.36%0.63%36.31%
2016-8.84%-3.47%5.88%-1.16%3.20%-3.91%6.73%-0.52%1.96%-1.85%-0.38%-0.13%-3.46%
2015-0.87%7.43%-1.56%0.76%0.99%0.93%4.48%-6.74%-2.19%9.92%1.02%-1.17%12.62%
2014-1.74%7.16%-6.62%-2.44%3.07%2.83%-0.74%5.17%-1.50%3.40%1.26%-2.00%7.27%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SPFZX is 42, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SPFZX is 4242
Overall Rank
The Sharpe Ratio Rank of SPFZX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of SPFZX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of SPFZX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of SPFZX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of SPFZX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for PGIM Jennison Focused Growth Fund (SPFZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

PGIM Jennison Focused Growth Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.51
  • 5-Year: 0.52
  • 10-Year: 0.61
  • All Time: 0.33

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of PGIM Jennison Focused Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

PGIM Jennison Focused Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$3.58$2.17$0.93$1.48$1.62$1.25$1.66$0.87

Dividend yield

0.00%0.00%0.00%0.00%14.24%8.03%5.32%10.65%10.92%10.23%11.93%6.28%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Jennison Focused Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$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
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$3.58$3.58
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.17$2.17
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.93$0.93
2018$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$0.00$0.00$0.00$0.54$1.48
2017$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.91$1.62
2016$0.00$0.00$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$1.02$1.25
2015$0.00$0.00$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.00$0.00$0.80$1.66
2014$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.87

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 Focused Growth 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 Focused Growth Fund was 62.15%, occurring on Mar 11, 2003. Recovery took 2555 trading sessions.

The current PGIM Jennison Focused Growth Fund drawdown is 4.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.15%Jul 18, 2000661Mar 11, 20032555May 10, 20133216
-47.51%Nov 22, 2021277Dec 28, 2022366Jun 13, 2024643
-32.88%Feb 20, 202018Mar 16, 202054Jun 2, 202072
-24.77%Dec 17, 202476Apr 8, 2025
-23.29%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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