Prudential Balanced Fund Fundamentals
| PIBAX Fund | USD 18.53 0.01 0.05% |
As of the 26th of January, Prudential Balanced holds the Coefficient Of Variation of 712.17, semi deviation of 0.1569, and Risk Adjusted Performance of 0.1066. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Prudential Balanced, as well as the relationship between them.
Prudential Balanced's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Prudential Balanced's valuation are provided below:Prudential Balanced Fund does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Prudential |
Prudential Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Prudential Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Prudential Balanced.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Prudential Balanced on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Prudential Balanced Fund or generate 0.0% return on investment in Prudential Balanced over 90 days. Prudential Balanced is related to or competes with Prudential Jennison, Prudential Jennison, Prudential Jennison, Prudential Jennison, Prudential Short, Prudential Short, and Prudential Short. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitali... More
Prudential Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Prudential Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Prudential Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5363 | |||
| Information Ratio | 0.0736 | |||
| Maximum Drawdown | 9.72 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.9069 |
Prudential Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Prudential Balanced's standard deviation. In reality, there are many statistical measures that can use Prudential Balanced historical prices to predict the future Prudential Balanced's volatility.| Risk Adjusted Performance | 0.1066 | |||
| Jensen Alpha | 0.1466 | |||
| Total Risk Alpha | 0.0452 | |||
| Sortino Ratio | 0.161 | |||
| Treynor Ratio | 1.31 |
Prudential Balanced January 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1066 | |||
| Market Risk Adjusted Performance | 1.32 | |||
| Mean Deviation | 0.4991 | |||
| Semi Deviation | 0.1569 | |||
| Downside Deviation | 0.5363 | |||
| Coefficient Of Variation | 712.17 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.38 | |||
| Information Ratio | 0.0736 | |||
| Jensen Alpha | 0.1466 | |||
| Total Risk Alpha | 0.0452 | |||
| Sortino Ratio | 0.161 | |||
| Treynor Ratio | 1.31 | |||
| Maximum Drawdown | 9.72 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.9069 | |||
| Downside Variance | 0.2877 | |||
| Semi Variance | 0.0246 | |||
| Expected Short fall | (0.63) | |||
| Skewness | 5.96 | |||
| Kurtosis | 42.71 |
Prudential Balanced Backtested Returns
At this stage we consider Prudential Mutual Fund to be very steady. Prudential Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Prudential Balanced, which you can use to evaluate the volatility of the fund. Please check Prudential Balanced's Risk Adjusted Performance of 0.1066, semi deviation of 0.1569, and Coefficient Of Variation of 712.17 to confirm if the risk estimate we provide is consistent with the expected return of 0.17%. The fund holds a Beta of 0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, Prudential Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Balanced is expected to be smaller as well.
Auto-correlation | -0.23 |
Weak reverse predictability
Prudential Balanced Fund has weak reverse predictability. Overlapping area represents the amount of predictability between Prudential Balanced time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Prudential Balanced price movement. The serial correlation of -0.23 indicates that over 23.0% of current Prudential Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.23 | |
| Spearman Rank Test | 0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 0.46 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Prudential Balanced Fund has a Price To Earning of 17.28 times. This is much higher than that of the PGIM family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to earning for all United States funds is notably lower than that of the firm.
Prudential Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Prudential Balanced's current stock value. Our valuation model uses many indicators to compare Prudential Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Prudential Balanced competition to find correlations between indicators driving Prudential Balanced's intrinsic value. More Info.Prudential Balanced Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Prudential Balanced Fund is roughly 7.58 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Prudential Balanced's earnings, one of the primary drivers of an investment's value.Prudential Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Prudential Balanced's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Prudential Balanced could also be used in its relative valuation, which is a method of valuing Prudential Balanced by comparing valuation metrics of similar companies.Prudential Balanced is currently under evaluation in price to earning among similar funds.
Prudential Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Prudential Balanced's current stock value. Our valuation model uses many indicators to compare Prudential Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Prudential Balanced competition to find correlations between indicators driving Prudential Balanced's intrinsic value. More Info.Prudential Balanced Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Prudential Balanced Fund is roughly 7.58 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Prudential Balanced's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Prudential Balanced
The fund invests 56.53% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.73%) , cash (4.25%) and various exotic instruments.Asset allocation divides Prudential Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Prudential Fundamentals
| Price To Earning | 17.28 X | |||
| Price To Book | 2.28 X | |||
| Price To Sales | 1.37 X | |||
| Total Asset | 756.92 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 0.22 % | |||
| One Year Return | 14.45 % | |||
| Three Year Return | 13.80 % | |||
| Five Year Return | 7.42 % | |||
| Ten Year Return | 8.20 % | |||
| Net Asset | 1.06 B | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 4.25 % | |||
| Equity Positions Weight | 56.53 % | |||
| Bond Positions Weight | 5.73 % |
About Prudential Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Prudential Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Prudential Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Prudential Balanced Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. PGIM Balanced is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Prudential Mutual Fund
Prudential Balanced financial ratios help investors to determine whether Prudential Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Prudential with respect to the benefits of owning Prudential Balanced security.
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