PRU monthly performance report
View PRU's monthly returns, drawdown, and seasonality trends — updated every month.
PRU monthly report
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Key takeaways
- Prudential Financial (PRU) closed September 2026 at $117.04, down 0.48% for the month and +14.58% over the trailing 12 months.
- Year-to-date, PRU is +3.69%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +8.09% versus its 200-day moving average ($108.28), a bullish technical signal.
- Over the past three years, PRU has underperformed the S&P 500 by −51.48%, with a relative strength index reading of 69.6.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Prudential Financial ended September 2026 at $117.04, posting a monthly return of −0.48%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +1.22%.
The current quarter stands at +8.44% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +8.09% versus the 200-day moving average ($108.28).
Year-to-date, PRU is +3.69% against SPY +10.58%, a gap of −6.89%. The stock is currently −8.36% below its 52-week high, with maximum 3-year drawdown at −28.97%.
| Period | PRU | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.90% | −0.44% | −1.46% |
| 1 Week | −0.47% | −1.10% | +0.63% |
| 1 Month | −0.48% | −1.69% | +1.22% |
| 3 Months | +9.89% | −0.10% | +9.99% |
| 6 Months | +22.59% | +13.21% | +9.38% |
| YTD | +3.69% | +10.58% | −6.89% |
| 12 Months | +14.58% | +14.25% | +0.33% |
| 3 Years | +18.59% | +70.07% | −51.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +13.11% |
| #2 | Jul 2023 | +9.37% |
| #3 | May 2024 | +8.93% |
| #4 | Mar 2024 | +7.72% |
| #5 | Jun 2026 | +7.24% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −11.46% |
| #2 | Dec 2024 | −8.41% |
| #3 | Apr 2025 | −8.03% |
| #4 | Apr 2024 | −5.89% |
| #5 | Sep 2025 | −5.40% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.80% |
| Q3 2025 | −3.44% |
| Q4 2025 | +8.81% |
| Q1 2026 | −13.46% |
| Q2 2026 | +10.48% |
| Q3 2026 (QTD) | +8.44% |
| Year | Return |
|---|---|
| 2023 | +4.27% |
| 2024 | +14.29% |
| 2025 | −4.77% |
| 2026 | +3.69% |
| Metric | Value |
|---|---|
| 52-Week High | $127.72 (2026-08-05) |
| 52-Week Low | $91.89 (2026-03-13) |
| Current Price | $117.04 |
| 200-Day Moving Average | $108.28 |
| Price vs 200DMA | +8.09% |
| 3-Year Maximum Drawdown | −28.97% (2026-03-13) |
| Current Drawdown from 52W High | −8.36% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 69.6 |
| 3-Year Excess Return vs S&P 500 | −51.48% |
| RS Peak | 104.2 (Jul 2024) |
| RS Trough | 59.2 (Apr 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PRU's return for this report period?
PRU returned −0.48% in the latest monthly window ending 2026-09-16.
Has PRU outperformed SPY year to date?
YTD PRU: +3.69% vs SPY: +10.58%.
What is PRU's 12-month return?
+14.58% over the trailing 12 months.
Is PRU above or below its 200-day moving average?
Price is +8.09% versus 200DMA ($108.28).
What is the maximum drawdown in the 3-year window?
−28.97% on 2026-03-13.