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PBOTX: Pioneer Value B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/03/1998 |
| Last Dividend Date: | 04/30/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.62% |
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Performance Analytics (As of 11/10/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/03/1998 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 13.6 | 16.5 | 10.2 | 3.3 | 3.3 | 2.4 | 8.1 | 32.1 | 10.4 | -5.9 | 8.5 | 19.5 | -42.0 | -0.7 | 14.4 | 4.5 | 11.4 | 26.7 | -19.7 | -4.0 | 14.6 | 0.4 | -10.8 |
| Sharpe Ratio | NA | 1.11 | 1.23 | 0.59 | 0.11 | NA | 0.04 | 0.75 | 2.78 | 0.76 | -0.24 | 0.45 | 0.72 | -1.04 | -0.23 | 1.09 | 0.22 | 0.99 | 1.65 | -0.87 | -0.36 | 0.53 | -0.2 | -0.73 |
| Draw Down(%) | NA | 9.2 | 11.5 | 22.2 | 61.0 | NA | 61.0 | 9.2 | 6.3 | 11.5 | 22.2 | 17.9 | 27.3 | 52.3 | 12.6 | 8.2 | 6.7 | 7.2 | 14.8 | 32.1 | 23.3 | 9.5 | 12.6 | 34.8 |
| Standard Deviation(%) | NA | 12.2 | 13.4 | 17.2 | 21.1 | NA | 19.9 | 12.6 | 11.5 | 13.7 | 25.2 | 18.9 | 27.0 | 41.2 | 16.2 | 10.3 | 10.4 | 10.5 | 15.7 | 24.0 | 17.9 | 20.0 | 14.2 | 20.6 |
| Treynor Ratio | NA | 0.13 | 0.16 | 0.1 | 0.02 | NA | 0.01 | 0.09 | 0.31 | 0.1 | -0.06 | 0.08 | 0.2 | -0.43 | -0.04 | 0.12 | 0.02 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | -0.03 | -0.04 | NA | -0.02 | -0.02 | 0.0 | -0.02 | -0.03 | -0.02 | -0.02 | -0.03 | -0.03 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.04 | 1.03 | 1.0 | NA | 1.0 | 1.08 | 1.02 | 1.04 | 1.03 | 1.0 | 0.98 | 1.0 | 0.98 | 0.94 | 0.97 | 0.91 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.96 | 0.94 | 0.96 | NA | 0.65 | 0.95 | 0.96 | 0.94 | 0.93 | 0.93 | 0.98 | 0.98 | 0.92 | 0.88 | 0.91 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 4.5 | 4.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.8 | 9.5 | 17.6 | 6.5 | 14.9 | 0.3 | 11.2 | 3.4 | 7.6 | 2.5 | 0.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -99.9 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 20.0 | -90.7 | -92.8 | -49.3 | 173.5 | -58.6 | 6392.5 | -98.2 | 206.4 | -52.7 | 196.7 | 242.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1998
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See LARGE BLEND Asset Class Trend Rankings |
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