Prudential Financial, Inc. (PRU) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,296
Total Return
22.96%
CAGR
4.22%
Dividends
$2,848.51
Yield on Cost
28.49%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.47% |
| Median | +0.55% |
| Best | +22.63% |
| Worst | -24.21% |
| % of Windows Positive | 52.3% |
1-Year (252 Trading Days)
| Average | +4.89% |
| Median | -1.06% |
| Best | +60.45% |
| Worst | -32.61% |
| % of Windows Positive | 47.4% |
3-Year (756 Trading Days)
| Average | +21.44% |
| Median | +23.01% |
| Best | +46.08% |
| Worst | -9.83% |
| % of Windows Positive | 96.8% |
Risk Metrics
| Maximum Drawdown | -33.75% |
| Average Drawdown | -11.84% |
| Drawdown Duration | 475 Trading Days |
| Sortino Ratio | 0.40 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -3.87% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.56% (-35.05% ann.) | $1156.19 | $124.03 | $24.80 | $0.20 |
| 2025 | -0.85% | $85.40 | $462.39 | $92.48 | $0.74 |
| 2024 | +18.46% | +$1845.85 | $508.44 | $101.69 | $0.81 |
| 2023 | +8.89% | +$888.63 | $510.92 | $102.18 | $0.82 |
| 2022 | -4.73% | $472.62 | $449.41 | $89.88 | $0.72 |
| 2021 | +43.89% | +$4389.11 | $598.13 | $119.63 | $0.95 |
| 2020 | -12.56% | $1255.73 | $477.88 | $95.57 | $0.76 |
| 2019 | +19.01% | +$1901.23 | $496.85 | $99.37 | $0.80 |
| 2018 | -26.99% | $2699.32 | $316.35 | $63.27 | $0.51 |
| 2017 | +13.00% | +$1300.32 | $290.72 | $58.14 | $0.47 |
| 2016 | +31.53% | +$3153.25 | $348.03 | $69.61 | $0.56 |
| 2015 | -7.89% | $788.64 | $272.13 | $54.43 | $0.44 |
| 2014 | +0.12% | +$11.63 | $237.13 | $47.43 | $0.38 |
| 2013 | +76.28% | +$7627.71 | $327.07 | $65.41 | $0.52 |
| 2012 | +9.19% | +$919.34 | $319.23 | $63.85 | $0.51 |
| 2011 | -12.59% | $1259.48 | $246.98 | $49.39 | $0.39 |
| 2010 | +20.00% | +$2000.06 | $231.11 | $46.22 | $0.37 |
| 2009 | +66.37% | +$6636.94 | $231.33 | $46.27 | $0.37 |
| 2008 | -66.38% | $6637.94 | $62.34 | $12.47 | $0.10 |
| 2007 | +9.44% | +$944.30 | $133.94 | $26.79 | $0.21 |
| 2006 | +18.42% | +$1841.69 | $129.80 | $25.96 | $0.21 |
| 2005 | +34.26% | +$3426.13 | $141.92 | $28.38 | $0.23 |
| 2004 | +32.96% | +$3295.90 | $149.63 | $29.92 | $0.24 |
| 2003 | +33.02% | +$3302.04 | $157.53 | $31.51 | $0.26 |
| 2002 | -3.34% | $334.46 | $120.52 | $24.10 | $0.19 |
| 2001 partial | +13.28% (+1154.81% ann.) | +$1327.64 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | December 13, 2001 – October 9, 2002 | -12.97% | -15.56% | $1296.93 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +297.04% | +31.78% | +$29704.04 | $1266.74 | $253.34 | $2.03 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -87.88% | -77.54% | $8787.75 | $173.60 | $34.72 | $0.28 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +245.04% | +44.32% | +$24503.54 | $2396.79 | $479.35 | $3.84 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +147.05% | +12.69% | +$14704.85 | $5390.99 | $1078.20 | $8.63 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -58.18% | -100.00% | $5817.87 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +37.69% | +67.30% | +$3769.14 | $467.07 | $93.41 | $0.75 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +50.10% | +47.01% | +$5010.24 | $792.77 | $158.56 | $1.26 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +2.92% | +3.11% | +$292.47 | $355.10 | $71.02 | $0.57 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +19.32% | +10.00% | +$1931.93 | $972.41 | $194.48 | $1.56 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -12.26% | -8.00% | $1226.04 | $694.58 | $138.92 | $1.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2002-11-21 | $0.4000 | 1.35% |
| 2003-11-21 | $0.5000 | 1.35% |
| 2004-11-19 | $0.6250 | 1.29% |
| 2005-11-18 | $0.7800 | 1.02% |
| 2006-11-22 | $0.9500 | 1.18% |
| 2007-11-21 | $1.1500 | 1.21% |
| 2008-11-20 | $0.5800 | 3.41% |
| 2009-11-20 | $0.7000 | 1.44% |
| 2010-11-19 | $1.1500 | 2.11% |
| 2011-11-18 | $1.4500 | 2.87% |
| 2012-11-16 | $1.6000 | 3.17% |
| 2013-02-22 | $0.4000 | 0.73% |
| 2013-05-24 | $0.4000 | 0.60% |
| 2013-08-23 | $0.4000 | 0.50% |
| 2013-11-22 | $0.5300 | 0.59% |
| 2014-02-21 | $0.5300 | 0.63% |
| 2014-05-22 | $0.5300 | 0.65% |
| 2014-08-22 | $0.5300 | 0.59% |
| 2014-11-21 | $0.5800 | 0.69% |
| 2015-02-20 | $0.5800 | 0.72% |
| 2015-05-21 | $0.5800 | 0.68% |
| 2015-08-21 | $0.5800 | 0.68% |
| 2015-11-20 | $0.7000 | 0.80% |
| 2016-02-19 | $0.7000 | 1.06% |
| 2016-05-20 | $0.7000 | 0.90% |
| 2016-08-19 | $0.7000 | 0.91% |
| 2016-11-18 | $0.7000 | 0.71% |
| 2017-02-17 | $0.7500 | 0.67% |
| 2017-05-19 | $0.7500 | 0.72% |
| 2017-08-18 | $0.7500 | 0.73% |
| 2017-11-24 | $0.7500 | 0.68% |
| 2018-02-20 | $0.9000 | 0.82% |
| 2018-05-21 | $0.9000 | 0.88% |
| 2018-08-20 | $0.9000 | 0.91% |
| 2018-11-23 | $0.9000 | 0.99% |
| 2019-02-19 | $1.0000 | 1.06% |
| 2019-05-24 | $1.0000 | 1.03% |
| 2019-08-19 | $1.0000 | 1.22% |
| 2019-11-25 | $1.0000 | 1.05% |
| 2020-02-14 | $1.1000 | 1.15% |
| 2020-05-22 | $1.1000 | 1.91% |
| 2020-08-24 | $1.1000 | 1.63% |
| 2020-11-23 | $1.1000 | 1.45% |
| 2021-02-12 | $1.1500 | 1.41% |
| 2021-05-24 | $1.1500 | 1.08% |
| 2021-08-23 | $1.1500 | 1.10% |
| 2021-11-22 | $1.1500 | 1.08% |
| 2022-02-14 | $1.2000 | 1.00% |
| 2022-05-23 | $1.2000 | 1.22% |
| 2022-08-22 | $1.2000 | 1.16% |
| 2022-11-21 | $1.2000 | 1.12% |
| 2023-02-17 | $1.2500 | 1.21% |
| 2023-05-22 | $1.2500 | 1.52% |
| 2023-08-21 | $1.2500 | 1.35% |
| 2023-11-20 | $1.2500 | 1.31% |
| 2024-02-16 | $1.3000 | 1.19% |
| 2024-05-20 | $1.3000 | 1.07% |
| 2024-08-20 | $1.3000 | 1.12% |
| 2024-11-19 | $1.3000 | 1.01% |
| 2025-02-18 | $1.3500 | 1.21% |
| 2025-05-20 | $1.3500 | 1.25% |
| 2025-08-19 | $1.3500 | 1.27% |
| 2025-11-18 | $1.3500 | 1.30% |
| 2026-02-17 | $1.4000 | 1.34% |
| Total | 64 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-24 | $118.14 | $23.63 | $0.19 | 0.8871 |
| 2021-08-23 | $119.16 | $23.83 | $0.19 | 0.9103 |
| 2021-11-22 | $120.21 | $24.04 | $0.19 | 0.8930 |
| 2022-02-14 | $126.51 | $25.30 | $0.20 | 0.8722 |
| 2022-05-23 | $127.55 | $25.51 | $0.20 | 1.0043 |
| 2022-08-22 | $128.76 | $25.75 | $0.21 | 1.0372 |
| 2022-11-21 | $130.00 | $26.00 | $0.21 | 0.9702 |
| 2023-02-17 | $136.63 | $27.33 | $0.22 | 1.0744 |
| 2023-05-22 | $137.98 | $27.60 | $0.22 | 1.3434 |
| 2023-08-21 | $139.66 | $27.93 | $0.22 | 1.2225 |
| 2023-11-20 | $141.18 | $28.24 | $0.23 | 1.1956 |
| 2024-02-16 | $148.39 | $29.68 | $0.24 | 1.1043 |
| 2024-05-20 | $149.82 | $29.96 | $0.24 | 1.0163 |
| 2024-08-20 | $151.14 | $30.23 | $0.24 | 1.0654 |
| 2024-11-19 | $152.53 | $30.51 | $0.24 | 0.9773 |
| 2025-02-18 | $159.71 | $31.94 | $0.26 | 1.1407 |
| 2025-05-20 | $161.25 | $32.25 | $0.26 | 1.2161 |
| 2025-08-19 | $162.90 | $32.58 | $0.26 | 1.2241 |
| 2025-11-18 | $164.55 | $32.91 | $0.26 | 1.2800 |
| 2026-02-17 | $172.43 | $34.49 | $0.28 | 1.3331 |
| Total | $2848.51 | $569.71 | $4.56 | 21.7675 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.