Prudential Balanced Fund Market Value
| PIBAX Fund | USD 18.66 0.04 0.21% |
| Symbol | 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.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Prudential Balanced on November 18, 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 Crafword Dividend, Champlain Mid, The Hartford, Copeland Smid, and Qs Growth. 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 | 0.5062 | |||
| Information Ratio | 0.092 | |||
| Maximum Drawdown | 9.72 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.929 |
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 | 0.1264 | |||
| Jensen Alpha | 0.1303 | |||
| Total Risk Alpha | 0.0803 | |||
| Sortino Ratio | 0.2083 | |||
| Treynor Ratio | 0.2828 |
Prudential Balanced February 16, 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 | 0.1264 | |||
| Market Risk Adjusted Performance | 0.2928 | |||
| Mean Deviation | 0.5047 | |||
| Semi Deviation | 0.1336 | |||
| Downside Deviation | 0.5062 | |||
| Coefficient Of Variation | 653.47 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.31 | |||
| Information Ratio | 0.092 | |||
| Jensen Alpha | 0.1303 | |||
| Total Risk Alpha | 0.0803 | |||
| Sortino Ratio | 0.2083 | |||
| Treynor Ratio | 0.2828 | |||
| Maximum Drawdown | 9.72 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.929 | |||
| Downside Variance | 0.2562 | |||
| Semi Variance | 0.0179 | |||
| Expected Short fall | (0.65) | |||
| Skewness | 5.97 | |||
| Kurtosis | 43.55 |
Prudential Balanced Backtested Returns
Prudential Balanced appears to be very steady, given 3 months investment horizon. Prudential Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.19, which implies the entity had a 0.19 % 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 evaluate Prudential Balanced's Semi Deviation of 0.1336, coefficient of variation of 653.47, and Risk Adjusted Performance of 0.1264 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.58, which implies possible diversification benefits within a given portfolio. 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 | 0.60 |
Good predictability
Prudential Balanced Fund has good predictability. Overlapping area represents the amount of predictability between Prudential Balanced time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 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 0.6 indicates that roughly 60.0% of current Prudential Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
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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