Find A Portfolio/Ticker
Comparison Box
GRAAX: PIONEER SOLUTIONS - GROWTH FUND PIONEER SOLUTIONS - GROWTH FUND: CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2004 |
| Last Dividend Date: | 12/29/2017 |
| 12-Mo. Yield | 4.37% |
| Expenses | 1.57% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/27/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 2.2 | 2.9 | 6.0 | 5.2 | -3.7 | 20.7 | 4.6 | -1.7 | 5.2 | 18.9 | 11.0 | -3.3 | 13.5 | 30.7 | -35.3 | 5.5 | 12.5 | 7.1 | -1.5 |
| Sharpe Ratio | NA | 1.51 | 0.54 | 0.74 | 0.32 | 0.3 | -1.59 | 2.99 | 0.4 | -0.15 | 0.56 | 2.18 | 1.06 | -0.18 | 0.99 | 1.43 | -1.19 | 0.19 | 1.01 | 0.67 | -4.47 |
| Draw Down(%) | NA | 5.2 | 16.4 | 16.4 | 46.5 | 50.0 | 5.2 | 1.7 | 10.1 | 11.1 | 7.2 | 6.8 | 9.3 | 18.2 | 10.9 | 21.3 | 44.9 | 8.4 | 9.2 | 5.0 | 1.7 |
| Standard Deviation(%) | NA | 9.6 | 10.6 | 10.0 | 15.8 | 14.7 | 26.6 | 6.8 | 11.0 | 11.3 | 9.2 | 8.7 | 10.4 | 18.5 | 13.5 | 21.4 | 30.3 | 12.6 | 9.1 | 7.4 | 14.0 |
| Treynor Ratio | NA | 0.13 | 0.05 | 0.06 | 0.04 | 0.03 | -0.21 | 0.18 | 0.04 | -0.02 | 0.04 | 0.15 | 0.08 | -0.03 | 0.11 | 0.24 | -0.28 | 0.02 | 0.08 | 0.05 | 0.22 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.62 | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.03 | -0.01 | 0.02 | -0.04 | -0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.14 | 1.08 | 1.14 | 1.26 | 1.25 | 2.0 | 1.11 | 1.01 | 1.15 | 1.21 | 1.23 | 1.37 | 1.32 | 1.24 | 1.26 | 1.28 | 1.34 | 1.13 | 1.05 | -2.79 |
| RSquared | NA | 0.24 | 0.53 | 0.63 | 0.89 | 0.89 | 0.1 | 0.43 | 0.52 | 0.78 | 0.77 | 0.94 | 0.93 | 0.95 | 0.95 | 0.95 | 0.97 | 0.95 | 0.68 | 0.87 | 0.73 |
| Yield(%) | N/A | 4.4 | 4.5 | 4.2 | 3.3 | N/A | 0.0 | 4.4 | 1.9 | 7.7 | 3.3 | 1.6 | 1.7 | 1.7 | 1.6 | 2.4 | 6.4 | 5.6 | 2.8 | 0.4 | 0.3 |
| Dividend Growth(%) | N/A | 144.6 | 125.9 | 59.4 | N/A | N/A | -100.0 | 144.6 | -78.0 | 134.8 | 133.3 | 7.5 | -6.5 | 17.1 | -13.7 | -77.5 | 13.2 | 119.2 | 569.4 | 44.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2004
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 Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 01/26/2018.Best Closed End Funds
- GLV (Clough Global Allocation Fund) (100%)
- GLO (Clough Global Opportunities Fund) (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) (99%)
- SCD (LMP Capital And Income Closed Fund) (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) (98%)
Latest Articles Related to GRAAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
