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NOVPPGIM S&P 500 Buffer 12 ETF - Nov

Stay safeGrow my money2y track recordRanked #210 of 387 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust with a 12% downside buffer over the one-year Target Outcome Period.

By PGIM · Launched 2024

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$33M

#4,172 of 6,040 · small

Return (1Y)

+12.5%

Track Record

2 years

#3,507 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,252+12.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 9 holdings = 100.0% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 10 C6.82
78.6%
CBOE GLOBAL MARKETS, INC.SPY 10 C6.82
20.5%
CBOE GLOBAL MARKETS, INC.SPY 10 P682.06
2.2%
(PIPA070) PGIM Core Government Money Market Fund
0.6%
CBOE GLOBAL MARKETS, INC.SPY 10 P682.06
0.6%
CBOE GLOBAL MARKETS, INC.SPY 10 P600.21
-0.2%
CBOE GLOBAL MARKETS, INC.SPY 10 C786.62
-0.3%
CBOE GLOBAL MARKETS, INC.SPY 10 P600.21
-0.9%
CBOE GLOBAL MARKETS, INC.SPY 10 C786.62
-1.0%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
8.1%Low

Year-on-year price swings

Max drawdown
-10.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust with a 12% downside buffer over the one-year Target Outcome Period.
Strategy
Actively managed ETF that provides a downside buffer against the first 12% of losses of the SPDR S&P 500 ETF Trust while matching its price return up to a cap of 15.33%. Invests primarily in FLEX Options referencing the Underlying ETF to achieve these outcomes.
Inception date
May 21, 2024
Fund family
PGIM

Next steps

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Data updated on 2026-09-18