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PQIRX: PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R (MUTUAL FUND)
Basic Info 25.1 0(0.0%) May 30
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 06/20/2003 |
| Last Dividend Date: | 03/20/2025 |
| 12-Mo. Yield | 0.75% |
| Expenses | 0.78% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/23/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | -0.6 | -20.5 | -13.4 | -3.3 | 0.8 | 7.5 | 5.6 | 5.9 | -18.0 | -8.2 | -17.0 | 15.5 | -0.5 | 24.9 | -9.3 | 14.6 | 18.7 | -0.1 | 12.5 | 28.4 | 9.5 | 6.1 | 19.0 | 10.9 | -30.1 | 0.1 | 23.2 | 5.3 | 16.2 | 12.0 |
| Sharpe Ratio | NA | -0.17 | -0.67 | -0.64 | -0.23 | -0.03 | NA | NA | 0.19 | -0.76 | -0.61 | -0.84 | 0.92 | -0.02 | 2.01 | -0.75 | 1.97 | 1.49 | -0.01 | 1.23 | 2.7 | 0.81 | 0.26 | 1.07 | 0.41 | -0.77 | -0.18 | 2.12 | 0.29 | 1.55 | 2.27 |
| Draw Down(%) | NA | 17.0 | 38.7 | 42.3 | 48.2 | 48.2 | NA | NA | 54.2 | 31.5 | 18.8 | 20.5 | 12.9 | 38.0 | 6.9 | 18.6 | 3.6 | 8.9 | 9.5 | 7.7 | 6.0 | 9.4 | 18.0 | 12.2 | 29.4 | 43.8 | 12.8 | 4.9 | 7.5 | 5.8 | 3.4 |
| Standard Deviation(%) | NA | 25.5 | 35.4 | 26.1 | 23.3 | 21.0 | NA | NA | 19.8 | 32.1 | 20.5 | 21.9 | 17.0 | 35.5 | 11.7 | 14.2 | 7.1 | 12.4 | 13.6 | 10.1 | 10.5 | 11.9 | 23.1 | 17.6 | 26.1 | 40.3 | 16.4 | 9.4 | 10.6 | 9.8 | 10.2 |
| Treynor Ratio | NA | -0.04 | -0.24 | -0.16 | -0.05 | -0.01 | NA | NA | 0.04 | -0.24 | -0.11 | -0.18 | 0.13 | -0.01 | 0.24 | -0.12 | 0.15 | 0.21 | 0.0 | 0.14 | 0.31 | 0.1 | 0.06 | 0.2 | 0.13 | -0.34 | -0.03 | 0.21 | 0.03 | 0.17 | 0.27 |
| Alpha | NA | -0.01 | -0.11 | -0.08 | -0.06 | -0.03 | NA | NA | -0.01 | -0.12 | -0.07 | -0.06 | -0.05 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | -0.02 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 1.02 | 1.01 | 1.04 | 1.05 | 0.99 | NA | NA | 0.93 | 1.03 | 1.11 | 1.03 | 1.15 | 0.99 | 1.0 | 0.89 | 0.94 | 0.9 | 0.86 | 0.88 | 0.91 | 0.91 | 0.96 | 0.94 | 0.81 | 0.91 | 0.94 | 0.96 | 0.97 | 0.89 | 0.86 |
| RSquared | NA | 0.69 | 0.25 | 0.4 | 0.53 | 0.71 | NA | NA | 0.83 | 0.14 | 0.45 | 0.8 | 0.78 | 0.99 | 0.96 | 0.96 | 0.86 | 0.93 | 0.94 | 0.9 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 0.97 | 0.95 | 0.93 | 0.94 | 0.93 | 0.94 |
| Yield(%) | N/A | 0.5 | 30.7 | 9.0 | 7.3 | 6.8 | 9.7 | 6.8 | N/A | 31.2 | 1.2 | 1.3 | 1.2 | 1.2 | 4.3 | 5.9 | 5.2 | 13.3 | 8.8 | 11.5 | 6.0 | 3.5 | 1.7 | 1.7 | 2.0 | 2.1 | 7.8 | 11.9 | 5.7 | 1.6 | 1.5 |
| Dividend Growth(%) | N/A | -98.8 | 2247.4 | 392.9 | -7.0 | 49.9 | N/A | N/A | N/A | 2302.7 | -24.1 | 25.0 | -5.3 | -66.2 | -37.8 | 23.1 | -58.2 | 36.6 | -22.5 | 127.4 | 82.9 | 119.2 | 16.4 | -9.5 | -31.9 | -75.9 | -28.7 | 114.9 | 305.0 | 18.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2004
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