Prudential Financial Services Fund Alpha and Beta Analysis
| PFSZX Fund | USD 21.43 -0.42 -1.92% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Prudential Financial Services. It also helps investors analyze the systematic and unsystematic risks associated with investing in PRUDENTIAL FINANCIAL over a specified time horizon. Key technical indicators for PRUDENTIAL FINANCIAL's market risk premium analysis include: the following indicators:
Beta 1.38 | Alpha 0.0384 | Risk 1.78 | Sharpe Ratio -0.03 | Expected Return -0.06 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken.
PRUDENTIAL |
Market Premiums
Reviewing market premium on Prudential Financial Services is useful because it places the security inside a risk-and-reward framework rather than evaluating return in isolation. The practical objective is to understand whether the position is adding rewarded risk, unrewarded volatility, or a mix of both inside the broader portfolio.| α | 0.04 | β | 1.38 |
Expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of PRUDENTIAL FINANCIAL's Buy-and-hold return. Our buy-and-hold chart shows how PRUDENTIAL FINANCIAL performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Market Price Analysis
Price-action analysis on Prudential Financial Services is useful because it shows how the market is currently processing news, volatility, and changing expectations around the asset. The practical goal is to identify where momentum, trend, and risk conditions may improve or weaken the reward profile before capital is committed.
Return and Market Media
The median price of PRUDENTIAL FINANCIAL for the period between Tue, Dec 16, 2025 and Mon, Mar 16, 2026 is 24.14 with a coefficient of variation of 4.57. The daily time series for the period is distributed with a sample standard deviation of 1.09, arithmetic mean of 23.75, and mean deviation of 0.94. The Fund received some media coverage during the period. Price Growth (%) |
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Performance Metrics & Calculation Methodology
PRUDENTIAL FINANCIAL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes.
Unless otherwise specified, data for Prudential Financial Services is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardSome investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards PRUDENTIAL FINANCIAL in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, PRUDENTIAL FINANCIAL's short interest history, or implied volatility extrapolated from PRUDENTIAL FINANCIAL options trading.
Build Portfolio with PRUDENTIAL FINANCIAL
Optimization tools can help investors judge whether capital allocated to Prudential Financial Services is being used efficiently relative to other opportunities in the same equity universe. A stronger allocation process asks what the position adds to the portfolio, not just what it might do on its own.