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PMARX: PIONEER FLEXIBLE OPPORTUNITIES FUND PIONEER FLEXIBLE OPPORTUNITIES FUND: CLASS A SHARES (MUTUAL FUND)
Basic Info 11.63 0.11(0.95%) May 08
Asset Class: | World Allocation |
MyPlanIQ Rating: | (17%) |
Start Date: | 05/07/2010 |
Last Dividend Date: | 12/31/2024 |
12-Mo. Yield | 8.29% |
Expenses | 0.94% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/07/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | -3.5 | 0.6 | 2.5 | 6.1 | 2.9 | 5.2 | 5.2 | 9.3 | 11.7 | -19.1 | 10.4 | 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 | -0.8 | -0.38 | -0.13 | 0.26 | 0.09 | NA | 0.35 | 0.29 | 0.73 | -1.32 | 0.96 | 0.28 | 1.97 | -1.15 | 3.77 | 0.35 | 0.05 | -0.29 | 1.82 | 1.79 | 0.34 | 2.57 |
Draw Down(%) | NA | 16.7 | 18.1 | 18.1 | 25.6 | 30.7 | NA | 30.7 | 6.3 | 8.8 | 24.2 | 7.1 | 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 | 19.9 | 13.9 | 12.6 | 12.7 | 12.7 | NA | 11.4 | 9.5 | 10.2 | 15.5 | 10.8 | 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 | -0.13 | -0.06 | -0.02 | 0.04 | 0.01 | NA | 0.05 | 0.04 | 0.08 | -0.25 | 0.18 | 0.06 | 0.17 | -0.12 | 0.19 | 0.03 | 0.0 | -0.02 | 0.16 | 0.17 | 0.06 | 0.36 |
Alpha | NA | -0.1 | -0.01 | 0.0 | 0.02 | 0.0 | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.05 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.02 | 0.01 | 0.02 | 0.02 | 0.02 |
Beta | NA | 1.21 | 0.89 | 0.84 | 0.8 | 0.93 | NA | 0.85 | 0.63 | 0.99 | 0.82 | 0.58 | 1.03 | 0.89 | 0.98 | 1.21 | 1.14 | 1.34 | 1.13 | 0.9 | 0.84 | 0.49 | 0.39 |
RSquared | NA | 0.83 | 0.62 | 0.65 | 0.61 | 0.67 | NA | 0.65 | 0.44 | 0.66 | 0.71 | 0.41 | 0.82 | 0.45 | 0.62 | 0.62 | 0.78 | 0.73 | 0.71 | 0.73 | 0.83 | 0.66 | 0.64 |
Yield(%) | N/A | 0.0 | 8.2 | 4.9 | 3.9 | 4.2 | 5.0 | N/A | 10.1 | 1.1 | 2.9 | 1.3 | 1.1 | 2.5 | 10.0 | 9.8 | 1.3 | 6.4 | 4.4 | 5.1 | 1.2 | 2.3 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | 236.4 | 187.2 | -45.4 | N/A | N/A | N/A | 943.2 | -71.1 | 140.0 | 25.0 | -49.6 | -80.1 | 15.5 | 671.7 | -80.9 | 38.7 | -8.8 | 368.7 | -45.3 | 218.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/2010
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