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PIBLX: Pioneer Ibbotson Moderate Allocation B (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/26/2005 |
Last Dividend Date: | 12/30/2013 |
12-Mo. Yield | 0.38% |
Expenses | 2.28% |
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Performance Analytics (As of 11/10/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/26/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 6.6 | 9.4 | 7.5 | 4.2 | 3.7 | 15.1 | 9.5 | -3.0 | 11.4 | 27.9 | -31.3 | 4.3 | 9.5 | 5.1 |
Sharpe Ratio | NA | 0.99 | 1.17 | 0.75 | 0.24 | 0.62 | 2.07 | 1.12 | -0.21 | 1.05 | 1.63 | -1.23 | 0.13 | 0.85 | 0.51 |
Draw Down(%) | NA | 6.2 | 7.7 | 15.3 | 44.1 | 6.2 | 6.0 | 7.7 | 15.3 | 9.2 | 17.6 | 38.8 | 6.8 | 7.2 | 4.1 |
Standard Deviation(%) | NA | 6.7 | 8.1 | 10.0 | 13.1 | 6.9 | 7.3 | 8.5 | 14.3 | 10.8 | 17.1 | 26.1 | 10.1 | 7.3 | 6.4 |
Treynor Ratio | NA | 0.07 | 0.09 | 0.08 | 0.03 | 0.04 | 0.15 | 0.09 | -0.04 | 0.12 | 0.28 | -0.33 | 0.01 | 0.07 | 0.04 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.03 | -0.05 | -0.01 | 0.0 | 0.0 |
Beta | NA | 0.99 | 1.05 | 0.9 | 0.96 | 0.99 | 1.03 | 1.11 | 0.76 | 0.96 | 1.01 | 0.97 | 1.08 | 0.92 | 0.85 |
RSquared | NA | 0.9 | 0.92 | 0.73 | 0.79 | 0.89 | 0.94 | 0.92 | 0.52 | 0.89 | 0.94 | 0.76 | 0.95 | 0.71 | 0.77 |
Yield(%) | N/A | 0.4 | 0.8 | 1.2 | N/A | 0.0 | 0.4 | 0.6 | 1.1 | 1.2 | 2.8 | 5.6 | 5.5 | 2.0 | 0.3 |
Dividend Growth(%) | N/A | -26.2 | -76.9 | N/A | N/A | -100.0 | -33.3 | -45.5 | 0.0 | -45.0 | -68.8 | 0.0 | 190.9 | 633.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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