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PMYRX: PIONEER FLEXIBLE OPPORTUNITIES FUND PIONEER FLEXIBLE OPPORTUNITIES FUND: CLASS Y SHARES (MUTUAL FUND)
Basic Info 12.64 0.05(0.40%) May 24
Asset Class: | World Allocation |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2010 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.07% |
Expenses | 0.94% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.3 | 5.2 | 17.0 | -1.4 | 4.2 | 4.4 | 5.8 | 12.0 | -18.8 | 11.4 | 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 | 1.11 | 1.41 | -0.31 | 0.18 | 0.27 | 0.45 | 0.76 | -1.31 | 1.04 | 0.3 | 2.02 | -1.13 | 3.89 | 0.37 | 0.07 | -0.27 | 1.87 | 1.86 | 0.37 | 2.26 |
Draw Down(%) | NA | 3.8 | 8.4 | 25.0 | 30.7 | 30.7 | 30.7 | 8.8 | 24.1 | 6.5 | 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 | 8.7 | 9.3 | 12.1 | 14.2 | 12.3 | 11.2 | 10.3 | 15.5 | 11.0 | 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 | 0.13 | 0.15 | -0.05 | 0.04 | 0.04 | 0.07 | 0.08 | -0.26 | 0.12 | 0.13 | 0.18 | -0.12 | 0.19 | 0.04 | 0.01 | -0.02 | 0.16 | 0.17 | 0.07 | 0.33 |
Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.02 | -0.01 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.02 | 0.02 | 0.03 |
Beta | NA | 0.73 | 0.88 | 0.82 | 0.7 | 0.82 | 0.75 | 0.95 | 0.77 | 0.93 | 0.53 | 0.89 | 0.97 | 1.2 | 1.15 | 1.35 | 1.12 | 0.9 | 0.84 | 0.5 | 0.38 |
RSquared | NA | 0.51 | 0.62 | 0.59 | 0.37 | 0.45 | 0.47 | 0.61 | 0.59 | 0.59 | 0.18 | 0.45 | 0.61 | 0.62 | 0.79 | 0.73 | 0.71 | 0.73 | 0.83 | 0.66 | 0.62 |
Yield(%) | N/A | 1.8 | 3.1 | 2.5 | 2.7 | 4.4 | N/A | 1.4 | 3.1 | 2.4 | 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 | 41.2 | -20.7 | -43.2 | -62.3 | N/A | N/A | -65.7 | 45.1 | 79.2 | -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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