Performance analysis of PBL (PGIM PORTFOLIO BALLAST ETF)
Annual Return
Over the past 3 years, PBL has had an average annual return of +15.23%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Dec 14, 2022, PBL has had an average annual return of +13.75%, underperforming the benchmark SPY, which returned +22% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.08% | +12.35% | +16.79% | +14.27% | -3.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.91% | -0.58% | -3.29% | +6.93% | +4.08% | +0.09% | +8.08% | ||||||
| 2025 | +2.07% | -0.72% | -3.72% | -0.16% | +3.75% | +3.11% | +1.75% | +0.97% | +3.03% | +1.90% | -0.05% | -0.02% | +12.35% |
| 2024 | +0.97% | +3.40% | +2.64% | -3.49% | +3.51% | +3.16% | +0.93% | +1.65% | +1.90% | -1.18% | +4.95% | -2.45% | +16.79% |
| 2023 | +2.93% | -1.39% | +1.96% | +0.98% | +0.20% | +3.87% | +2.59% | -1.63% | -3.53% | -1.86% | +6.08% | +3.65% | +14.27% |
| 2022 | -3.52% | -3.52% |
Drawdown analysis of PBL (PGIM PORTFOLIO BALLAST ETF)
The maximum drawdown for the PBL was -11.63%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
Since Dec 14, 2022 PBL has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.63% | Dec 6, 2024 | 82 | Apr 8, 2025 | 54 | Jun 26, 2025 | 136 |
| -7.89% | Aug 1, 2023 | 62 | Oct 27, 2023 | 31 | Dec 12, 2023 | 93 |
| -5.81% | Jan 28, 2026 | 42 | Mar 30, 2026 | 11 | Apr 15, 2026 | 53 |
| -5.70% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.95% | Feb 2, 2023 | 25 | Mar 10, 2023 | 50 | May 22, 2023 | 75 |
| -4.22% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -4.18% | Dec 14, 2022 | 9 | Dec 28, 2022 | 23 | Feb 1, 2023 | 32 |
| -3.95% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -2.29% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -2.26% | Oct 7, 2025 | 3 | Oct 10, 2025 | 9 | Oct 23, 2025 | 12 |
| -2.22% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -1.90% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.68% | Feb 12, 2024 | 1 | Feb 13, 2024 | 6 | Feb 22, 2024 | 7 |
| -1.59% | Dec 27, 2023 | 5 | Jan 4, 2024 | 10 | Jan 19, 2024 | 15 |
| -1.58% | Jul 28, 2025 | 4 | Aug 1, 2025 | 1 | Aug 4, 2025 | 5 |
| -1.57% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.52% | Nov 8, 2024 | 5 | Nov 15, 2024 | 6 | Nov 25, 2024 | 11 |
| -1.49% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.34% | Aug 14, 2025 | 5 | Aug 21, 2025 | 5 | Aug 28, 2025 | 10 |
| -1.14% | May 22, 2023 | 2 | May 24, 2023 | 5 | Jun 1, 2023 | 7 |
| -1.11% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -1.03% | Dec 24, 2025 | 5 | Jan 2, 2026 | 5 | Jan 9, 2026 | 10 |
| -1.02% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -0.94% | Aug 4, 2025 | 1 | Aug 5, 2025 | 5 | Aug 12, 2025 | 6 |
| -0.84% | Jul 3, 2023 | 3 | Jul 7, 2023 | 3 | Jul 12, 2023 | 6 |