Find A Portfolio/Ticker
Comparison Box
PMYRX: PIONEER FLEXIBLE OPPORTUNITIES FUND PIONEER FLEXIBLE OPPORTUNITIES FUND: CLASS Y SHARES (MUTUAL FUND)
Basic Info 12.63 0.14(1.12%) March 27
Asset Class: | World Allocation |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2010 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 2.74% |
Expenses | 0.94% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 3.3 | 17.0 | -0.6 | 3.6 | 4.3 | 5.8 | 12.0 | -18.8 | 11.4 | 6.9 | 17.1 | -10.6 | 23.7 | 4.2 | 1.0 | -2.4 | 14.8 | 14.3 | 3.3 | 8.2 |
Sharpe Ratio | NA | 0.96 | 1.25 | -0.28 | 0.14 | 0.26 | 0.44 | 0.76 | -1.31 | 1.04 | 0.3 | 2.02 | -1.13 | 3.89 | 0.37 | 0.07 | -0.27 | 1.87 | 1.86 | 0.37 | 2.26 |
Draw Down(%) | NA | 3.5 | 8.4 | 25.0 | 30.7 | 30.7 | 30.7 | 8.8 | 24.1 | 6.5 | 30.7 | 4.6 | 18.8 | 1.8 | 9.0 | 14.0 | 10.0 | 9.9 | 8.7 | 7.6 | 3.1 |
Standard Deviation(%) | NA | 8.7 | 9.4 | 12.1 | 14.2 | 12.3 | 11.3 | 10.3 | 15.5 | 11.0 | 22.0 | 7.8 | 10.5 | 5.9 | 10.9 | 12.8 | 9.0 | 7.9 | 7.7 | 8.9 | 5.5 |
Treynor Ratio | NA | 0.11 | 0.13 | -0.04 | 0.03 | 0.04 | 0.07 | 0.08 | -0.26 | 0.12 | 0.13 | 0.18 | -0.12 | 0.19 | 0.04 | 0.01 | -0.02 | 0.16 | 0.17 | 0.07 | 0.33 |
Alpha | NA | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.02 | -0.01 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.02 | 0.02 | 0.03 |
Beta | NA | 0.74 | 0.92 | 0.83 | 0.7 | 0.82 | 0.75 | 0.95 | 0.77 | 0.93 | 0.53 | 0.89 | 0.97 | 1.2 | 1.15 | 1.35 | 1.12 | 0.9 | 0.84 | 0.5 | 0.38 |
RSquared | NA | 0.49 | 0.62 | 0.6 | 0.37 | 0.45 | 0.47 | 0.61 | 0.59 | 0.59 | 0.18 | 0.45 | 0.61 | 0.62 | 0.79 | 0.73 | 0.71 | 0.73 | 0.83 | 0.66 | 0.62 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) 0.27% (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) 0.62% (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) 0.54% (96%)
- PATRX (PIMCO ALL ASSET FUND R) 0.55% (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) 0.44% (94%)
- RSSCX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS C) 0.66% (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) 0.54% (92%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) 0.44% (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) 0.57% (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) 0.76% (91%)
Best ETFs
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 0.84% (44%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.84% (43%)
- GAL (SPDR® SSgA Global Allocation ETF) 0.77% (43%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.23% (42%)
- GMOM (Cambria Global Momentum ETF) 0.62% (2%)
- GAA (Cambria Global Asset Allocation ETF) 0.63% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 0.31% (100%)
- CGO (Calamos Global Total Return Closed Fund) 0.29% (100%)
- RCG (RENN Fund Inc) 0.62% (99%)