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PBFR
+0.94 · +3.32%
$29.28 · BATS

PGIM Laddered Fund of Buffer 20 ETF (PBFR) ETF Analysis | Defined Outcome

PGIM · USA
AUM:$98.4M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.0% over the past year, showing positive momentum.

What is PBFR?

The fund seeks to achieve its investment objective by providing investors with U. large-cap equity market exposure through a "laddered portfolio" of twelve PGIM S&P 500 Buffer 20 ETFs (the "Underlying ETFs").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PBFR returned 10.0% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 16.7% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.01% — modest income alongside capital growth potential.
ETF Information
AUM$98.4M
Expense Ratio0.00%
Dividend Yield0.01%
Holdings2
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProviderPGIM
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.0%
1Y
+10.3%
3Y
+24.4%
5Y
+24.4%
OpenBook InsightIf you had invested £10,000 in PBFR 5 years ago, it would have grown to £12,441 — a gain of £2,441.

Annual Returns

Calendar year performance

PBFR delivered positive returns in 3 of the last 3 calendar years.
YearPBFR
2026 YTD+6.7%
2025+10.4%
2024+5.5%
CAGR 2yr+7.9%
3/3 positive yearsAvg return: +7.5%Worst year: +5.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
3.7%
Low
Momentum
+1.7%
30-day change
Support Level
30.94
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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