Performance analysis of Prudential Financial (PFH)
Annual Return
Over the past 3 years, PFH has had an average annual return of -2.22%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PFH has had an average annual return of -3.85%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 2, 2020, PFH has had an average annual return of -2.84%, underperforming the benchmark SPY, which returned +15.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.43% | -1.39% | +0.95% | +12.28% | -26.77% | +2.35% | +3.64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.48% | -1.65% | -5.84% | +3.44% | -1.74% | +0.18% | -2.43% | ||||||
| 2025 | +0.69% | +1.02% | -5.92% | -1.42% | -0.02% | +1% | +3.79% | +1.17% | +1.98% | +0.17% | -2.86% | -0.64% | -1.39% |
| 2024 | +6.72% | +0.84% | -1.31% | -5.03% | +0.18% | +1.74% | -0.06% | +5.03% | +5.18% | -4.26% | -1.14% | -6.03% | +0.95% |
| 2023 | +13.77% | -3.95% | +2.46% | +3.59% | -2.91% | +0.06% | +0.85% | -0.89% | -2.03% | -7.06% | +9.23% | +0.25% | +12.28% |
| 2022 | -6.80% | -4.51% | +0.30% | -10.31% | +5.12% | -3.97% | +7.69% | -6.12% | -2.77% | -6.96% | +7.26% | -7.63% | -26.77% |
| 2021 | -2.90% | -2.83% | +2.39% | +1.34% | +1.34% | +1.40% | +0.54% | +0.24% | -0.73% | -0.04% | +0.85% | +0.88% | +2.35% |
| 2020 | -0.39% | -0.82% | +1.66% | +3.20% | +3.64% |
Drawdown analysis of Prudential Financial (PFH)
The maximum drawdown for the PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The current PFH drawdown is -20.17%.
Since Sep 2, 2020 PFH has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.59% | Dec 22, 2021 | 219 | Nov 4, 2022 | Ongoing | Ongoing | Ongoing |
| -6.22% | Dec 31, 2020 | 37 | Feb 25, 2021 | 78 | Jun 17, 2021 | 115 |
| -2.37% | Sep 14, 2020 | 27 | Oct 21, 2020 | 29 | Dec 2, 2020 | 56 |
| -2.21% | Sep 22, 2021 | 12 | Oct 8, 2021 | 38 | Dec 2, 2021 | 50 |
| -1.45% | Jul 6, 2021 | 10 | Jul 20, 2021 | 12 | Aug 5, 2021 | 22 |
| -1.22% | Sep 3, 2020 | 2 | Sep 8, 2020 | 2 | Sep 10, 2020 | 4 |
| -0.95% | Aug 6, 2021 | 2 | Aug 10, 2021 | 3 | Aug 13, 2021 | 5 |
| -0.92% | Sep 1, 2021 | 12 | Sep 20, 2021 | 2 | Sep 22, 2021 | 14 |
| -0.73% | Dec 2, 2021 | 8 | Dec 14, 2021 | 6 | Dec 22, 2021 | 14 |
| -0.49% | Aug 13, 2021 | 9 | Aug 26, 2021 | 1 | Aug 27, 2021 | 10 |
| -0.30% | Dec 9, 2020 | 2 | Dec 11, 2020 | 2 | Dec 15, 2020 | 4 |
| -0.27% | Jun 17, 2021 | 2 | Jun 21, 2021 | 2 | Jun 23, 2021 | 4 |
| -0.23% | Dec 23, 2020 | 1 | Dec 24, 2020 | 1 | Dec 28, 2020 | 2 |
| -0.20% | Dec 15, 2020 | 2 | Dec 17, 2020 | 2 | Dec 21, 2020 | 4 |
| -0.15% | Jun 23, 2021 | 1 | Jun 24, 2021 | 2 | Jun 28, 2021 | 3 |
| -0.15% | Jun 28, 2021 | 1 | Jun 29, 2021 | 2 | Jul 1, 2021 | 3 |
| -0.12% | Dec 21, 2020 | 1 | Dec 22, 2020 | 1 | Dec 23, 2020 | 2 |
| -0.11% | Aug 27, 2021 | 1 | Aug 30, 2021 | 2 | Sep 1, 2021 | 3 |
| -0.07% | Dec 3, 2020 | 1 | Dec 4, 2020 | 1 | Dec 7, 2020 | 2 |