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PMARX: PIONEER FLEXIBLE OPPORTUNITIES FUND PIONEER FLEXIBLE OPPORTUNITIES FUND: CLASS A SHARES (MUTUAL FUND)
Basic Info 12.42 0.05(0.40%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (16%) |
Start Date: | 05/07/2010 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.47% |
Expenses | 0.94% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/07/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 3.1 | 12.7 | -2.4 | 2.9 | 3.9 | 5.5 | 11.7 | -19.1 | 11.0 | 6.5 | 16.6 | -10.7 | 23.2 | 4.0 | 0.6 | -2.6 | 14.4 | 13.9 | 3.1 | 9.1 |
Sharpe Ratio | NA | 0.67 | 0.92 | -0.38 | 0.09 | 0.23 | 0.42 | 0.73 | -1.33 | 1.01 | 0.28 | 1.97 | -1.14 | 3.77 | 0.35 | 0.05 | -0.29 | 1.82 | 1.79 | 0.34 | 2.57 |
Draw Down(%) | NA | 3.8 | 8.4 | 25.2 | 30.7 | 30.7 | 30.7 | 8.8 | 24.2 | 6.5 | 30.7 | 4.7 | 19.1 | 1.8 | 9.1 | 14.1 | 10.1 | 9.9 | 8.8 | 7.6 | 3.1 |
Standard Deviation(%) | NA | 9.4 | 9.6 | 12.1 | 14.2 | 12.3 | 11.3 | 10.2 | 15.5 | 10.9 | 22.1 | 7.7 | 10.5 | 6.0 | 10.9 | 12.8 | 9.0 | 7.9 | 7.8 | 8.9 | 5.5 |
Treynor Ratio | NA | 0.08 | 0.1 | -0.06 | 0.02 | 0.04 | 0.06 | 0.08 | -0.27 | 0.12 | 0.12 | 0.17 | -0.12 | 0.19 | 0.03 | 0.0 | -0.02 | 0.16 | 0.17 | 0.06 | 0.36 |
Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.02 | 0.01 | 0.02 | 0.02 | 0.02 |
Beta | NA | 0.77 | 0.91 | 0.82 | 0.7 | 0.82 | 0.75 | 0.94 | 0.76 | 0.9 | 0.53 | 0.89 | 0.98 | 1.21 | 1.14 | 1.34 | 1.13 | 0.9 | 0.84 | 0.49 | 0.39 |
RSquared | NA | 0.46 | 0.62 | 0.58 | 0.36 | 0.45 | 0.47 | 0.61 | 0.58 | 0.56 | 0.18 | 0.45 | 0.62 | 0.62 | 0.78 | 0.73 | 0.71 | 0.73 | 0.83 | 0.66 | 0.64 |
Yield(%) | N/A | 1.0 | 1.9 | 2.0 | 2.2 | 4.1 | N/A | 1.0 | 2.9 | 2.0 | 1.1 | 2.5 | 10.0 | 9.8 | 1.3 | 6.4 | 4.3 | 5.0 | 1.2 | 2.2 | 0.8 |
Dividend Growth(%) | N/A | 9.1 | -47.5 | -51.7 | -67.7 | N/A | N/A | -73.2 | 57.7 | 85.7 | -48.1 | -80.1 | 16.2 | 680.0 | -81.0 | 38.6 | -8.1 | 376.9 | -45.8 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/2010
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