PBJL
+0.96 · +3.32%
$30.03 · BATS

PGIM US Large-Cap Buffer 20 ETF - July (PBJL) ETF Analysis | Defined Outcome

PGIM · USA
AUM:$41.4M
#– 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 10.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is PBJL?

Under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to securities included in the S&P 500 Index. It will invest substantially all of its assets in customized equity or index option contracts known as FLexible EXchange® Options ("FLEX Options") on the SPDR® S&P 500® ETF Trust (the "Underlying ETF").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PBJL returned 10.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
ETF Information
AUM$41.4M
Expense Ratio0.50%
Dividend Yield0.00%
Holdings1
Inception DateMay 2024
Domicile–
Distribution–
Index–
ProviderPGIM
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would PBJL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.8%
1Y
+9.4%
3Y
+27.1%
5Y
+27.1%
OpenBook InsightIf you had invested £10,000 in PBJL 5 years ago, it would have grown to £12,712 — a gain of £2,712.

Annual Returns

Calendar year performance

PBJL delivered positive returns in 3 of the last 3 calendar years.
YearPBJL
2026 YTD+6.1%
2025+11.9%
2024+7.1%
CAGR 2yr+9.5%
3/3 positive yearsAvg return: +8.4%Worst year: +6.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
5.5%
Low
Momentum
+1.8%
30-day change
Support Level
31.55
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.