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PRU return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

2001 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$2,147Oct 27, 20262.1× 

$1,000 invested in PRU on October 27, 2016 was worth $2,147 on October 27, 2026, with dividends reinvested.

That’s 7.9% a year compounded (CAGR) over 10 years: 2.1 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: PRU trailed both the S&P 500 and the Nasdaq-100.

Price only$1,359if dividends were spent
Biggest fall−65.9%Jan 26, 2018 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,147on $1,000 put in

How this period ranks#

Better than 55% of all 179 periods of 10 years since 2001.

Your dates
−70%0%130%
Worst: 0.9% a year, Feb 2006 to Feb 2016Best: 22.8% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in PRU, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$525 · Mar 2020$
$0$1,000$3,000$4,000$2,147
20182020202220242026

How far PRU was below its previous high. The biggest fall: −65.9% from Jan 26, 2018 to Mar 23, 2020, back to the high by May 17, 2021.

−65.9% from its high
high−66%

Your one buy. $1,000 on October 27, 2016, worth $2,147 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

2.1×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
20052010201520202025

$1,000 invested in PRU, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$1,7231.7×5.7%
2018$1,5221.5×4.9%
2019$2,0492.0×9.6%
2020$1,7101.7×8.2%
2021$1,9952.0×12.6%
2022$1,3231.3×6.0%
2023$1,3971.4×9.2%
2024$1,2591.3×8.5%
2025$1,0651.1×3.5%
2026$1,0511.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. PRU data begins December 13, 2001; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live PRU chart and fundamentals on the PRU quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in PRU be worth today?
$1,000 invested in PRU on October 27, 2016 would be worth $2,147 on October 27, 2026, with dividends reinvested — 7.9% a year compounded (CAGR).
How far back does the PRU calculator go?
PRU data begins December 13, 2001, with a close every session. Pick any start and end date in that span — 24 years, 10 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.