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ISIN
US74440K4058
CUSIP
74440K405
Issuer
PGIM
Inception Date
Mar 30, 2001
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


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Performance

SUVZX Performance Chart

PGIM Quant Solutions Large-Cap Value Fund (SUVZX) is up 16.4% since the beginning of the year. SUVZX is currently trading at $14 per share. Investors who bought $1,000 worth of SUVZX shares 5 years ago would now be looking at an investment worth $1,969.


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S&P 500 Index

Returns By Period

PGIM Quant Solutions Large-Cap Value Fund (SUVZX) has returned 16.36% so far this year and 33.06% over the past 12 months. Over the last ten years, SUVZX has returned 12.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


PGIM Quant Solutions Large-Cap Value Fund

1D
0.56%
1M
3.08%
YTD
16.36%
6M
15.24%
1Y
33.06%
3Y*
23.96%
5Y*
14.51%
10Y*
12.80%

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)

SUVZX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2002, SUVZX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +19.1%, while the worst month was Mar 2020 at -25.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SUVZX closed higher 51% of trading days. The best single day was Dec 13, 2024 with a return of +15.3%, while the worst single day was Mar 16, 2020 at -12.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.05%2.57%-3.64%6.85%3.83%1.99%16.36%
20255.32%-0.86%-3.84%-2.85%4.95%3.60%-0.46%4.42%1.56%0.44%3.64%1.18%17.92%
2024-0.55%2.91%6.72%-5.01%2.86%-1.61%5.73%1.55%0.55%-1.10%6.20%8.52%29.20%
20238.63%-4.69%-4.21%1.16%-5.08%7.08%4.43%-3.78%-3.29%-4.06%7.61%6.92%9.39%
20220.63%-0.49%1.54%-6.05%4.54%-10.99%6.60%-3.39%-10.15%11.30%7.18%-4.66%-6.46%
20211.59%8.15%7.92%3.39%3.62%-2.64%-0.41%2.31%-2.52%3.88%-3.15%6.05%31.08%

Benchmark Metrics

PGIM Quant Solutions Large-Cap Value Fund has an annualized alpha of 0.89%, beta of 1.01, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 02, 2002.

  • With beta of 1.01 and R2 of 0.84, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.89%
Beta
1.01
0.84
Upside Capture
104.95%
Downside Capture
101.89%

Expense Ratio

SUVZX has an expense ratio of 0.80%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SUVZX ranks 93 for risk / return — in the top 93% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SUVZX Risk / Return Rank: 9393
Overall Rank
SUVZX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SUVZX Sortino Ratio Rank: 9191
Sortino Ratio Rank
SUVZX Omega Ratio Rank: 8585
Omega Ratio Rank
SUVZX Calmar Ratio Rank: 9696
Calmar Ratio Rank
SUVZX Martin Ratio Rank: 9696
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 Quant Solutions Large-Cap Value Fund (SUVZX) 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.


SUVZXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.94

Sortino ratioReturn per unit of downside risk

+1.45

Omega ratioGain probability vs. loss probability

1.54

1.37

+0.17

Calmar ratioReturn relative to maximum drawdown

5.81

2.78

+3.03

Martin ratioReturn relative to average drawdown

22.91

12.44

+10.47

Dividends

Dividend History

PGIM Quant Solutions Large-Cap Value Fund provided a 14.31% dividend yield over the last twelve months, with an annual payout of $2.06 per share.


5.00%10.00%15.00%20.00%25.00%30.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.06$2.06$3.87$0.49$1.24$1.33$0.25$1.31$1.60$1.43$0.62$2.20

Dividend yield

14.31%16.65%31.72%3.81%10.19%9.27%2.09%10.08%14.33%9.58%4.35%18.27%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Quant Solutions Large-Cap Value 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$2.06$2.06
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.87$3.87
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.49
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.24$1.24
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.33$1.33

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 Quant Solutions Large-Cap Value 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 Quant Solutions Large-Cap Value Fund was 60.47%, occurring on Mar 9, 2009. Recovery took 1004 trading sessions.

The current PGIM Quant Solutions Large-Cap Value Fund drawdown is 0.83%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-60.47%Mar 2009
1y 2mo3y 12mo
5y 2moDec 2007 - Mar 2013
COVID crash2020
-46.82%Mar 2020
2mo 2d10mo 22d
1y 19dJan 2020 - Feb 2021
Dot-com crash2000–2002
-35.59%Oct 2002
7mo 1d1y 2mo
1y 9moMar 2002 - Dec 2003
Rate-hike selloffLate 2018
-24.28%Dec 2018
10mo 29d11mo 24d
1y 10moJan 2018 - Dec 2019
Bear market2022
-21.74%Sep 2022
8mo 15d1y 5mo
2y 1moJan 2022 - Mar 2024

Drawdown Indicators


SUVZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.47%

-56.78%

-3.69%

Max Drawdown (1Y)

Largest decline over 1 year

-5.75%

-9.10%

+3.35%

Max Drawdown (3Y)

Largest decline over 3 years

-16.29%

-18.90%

+2.61%

Max Drawdown (5Y)

Largest decline over 5 years

-21.74%

-25.43%

+3.69%

Max Drawdown (10Y)

Largest decline over 10 years

-46.82%

-33.92%

-12.90%

Current Drawdown

Current decline from peak

-0.83%

-1.80%

+0.97%

Average Drawdown

Average peak-to-trough decline

-9.69%

-10.71%

+1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.46%

2.03%

-0.57%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with SUVZX

Add PGIM Quant Solutions Large-Cap Value Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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