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PMYRX: PIONEER FLEXIBLE OPPORTUNITIES FUND PIONEER FLEXIBLE OPPORTUNITIES FUND: CLASS Y SHARES (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2010 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 24.89% |
Expenses | 0.94% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 5.0 | 27.2 | 14.8 | 9.5 | 5.8 | 7.1 | 7.0 | 26.4 | 12.0 | -18.8 | 10.6 | 6.9 | 17.1 | -10.6 | 23.7 | 4.2 | 1.0 | -2.4 | 14.8 | 14.3 | 3.3 | 8.2 |
Sharpe Ratio | NA | 0.46 | 1.19 | 0.79 | 0.53 | 0.32 | NA | 0.51 | 1.16 | 0.76 | -1.31 | 0.98 | 0.3 | 2.02 | -1.14 | 3.89 | 0.37 | 0.07 | -0.27 | 1.87 | 1.86 | 0.37 | 2.26 |
Draw Down(%) | NA | 15.2 | 15.2 | 15.2 | 25.4 | 30.7 | NA | 30.7 | 6.3 | 8.8 | 24.1 | 7.1 | 30.7 | 4.6 | 18.8 | 1.8 | 9.0 | 14.0 | 10.0 | 9.9 | 8.7 | 7.6 | 3.1 |
Standard Deviation(%) | NA | 17.7 | 20.1 | 14.6 | 14.0 | 13.5 | NA | 12.0 | 17.1 | 10.3 | 15.5 | 10.8 | 22.0 | 7.8 | 10.5 | 5.9 | 10.9 | 12.8 | 9.0 | 7.9 | 7.7 | 8.9 | 5.5 |
Treynor Ratio | NA | 0.07 | 0.26 | 0.13 | 0.08 | 0.04 | NA | 0.07 | 0.31 | 0.08 | -0.25 | 0.18 | 0.06 | 0.18 | -0.12 | 0.19 | 0.04 | 0.01 | -0.02 | 0.16 | 0.17 | 0.07 | 0.33 |
Alpha | NA | -0.03 | 0.06 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.09 | 0.0 | -0.01 | 0.05 | -0.02 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.02 | 0.02 | 0.03 |
Beta | NA | 1.2 | 0.91 | 0.88 | 0.93 | 1.01 | NA | 0.9 | 0.64 | 0.99 | 0.82 | 0.58 | 1.02 | 0.89 | 0.97 | 1.2 | 1.15 | 1.35 | 1.12 | 0.9 | 0.84 | 0.5 | 0.38 |
RSquared | NA | 0.79 | 0.29 | 0.42 | 0.52 | 0.62 | NA | 0.6 | 0.13 | 0.65 | 0.71 | 0.4 | 0.81 | 0.45 | 0.61 | 0.62 | 0.79 | 0.73 | 0.71 | 0.73 | 0.83 | 0.66 | 0.62 |
Yield(%) | N/A | 3.4 | 24.9 | 11.3 | 7.7 | 6.0 | 6.7 | N/A | 24.3 | 1.4 | 3.1 | 1.6 | 1.4 | 2.9 | 10.1 | 10.1 | 1.6 | 6.7 | 4.7 | 5.4 | 1.4 | 2.5 | 0.9 |
Dividend Growth(%) | N/A | -86.1 | 681.3 | 414.8 | 10.3 | N/A | N/A | N/A | 1866.3 | -65.8 | 108.9 | 24.6 | -44.7 | -77.7 | 14.7 | 571.7 | -78.3 | 35.1 | -7.4 | 325.6 | -42.6 | 209.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2010
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