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STABX: PIONEER SHORT TERM INCOME FUND PIONEER SHORT TERM INCOME FUND: CLASS B (MUTUAL FUND)
Basic Info 8.75 0(0.0%) April 26
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (50%) |
Start Date: | 07/26/2004 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.15% |
Expenses | 0.46% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/26/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.7 | 5.4 | 1.3 | 1.8 | 1.6 | 2.5 | 2.3 | 6.9 | -3.8 | 1.5 | 1.0 | 4.5 | 1.4 | 1.4 | 1.7 | 0.7 | 1.0 | 1.5 | 4.7 | 1.3 | 5.7 | 11.1 | -4.2 | 5.0 | 3.8 | 1.4 | 0.2 |
Sharpe Ratio | NA | -0.64 | 0.62 | -0.42 | 0.06 | 0.24 | NA | 0.61 | 0.93 | -2.29 | 1.56 | 0.14 | 1.94 | 0.08 | 0.76 | 1.56 | 0.79 | 1.38 | 1.7 | 3.86 | 1.0 | 3.49 | 4.2 | -1.57 | 1.02 | 0.34 | -0.56 | -0.62 |
Draw Down(%) | NA | 0.8 | 1.0 | 6.2 | 13.3 | 13.3 | NA | 13.3 | 1.1 | 5.7 | 0.8 | 13.3 | 0.6 | 0.3 | 0.5 | 0.5 | 0.4 | 0.4 | 0.7 | 0.3 | 0.6 | 0.8 | 1.4 | 6.5 | 0.7 | 0.6 | 0.7 | 0.7 |
Standard Deviation(%) | NA | 2.4 | 2.6 | 2.3 | 3.2 | 2.3 | NA | 2.1 | 2.9 | 2.3 | 1.0 | 5.6 | 1.6 | 1.1 | 1.0 | 1.0 | 0.8 | 0.7 | 0.8 | 1.2 | 1.2 | 1.6 | 2.6 | 3.2 | 1.9 | 1.6 | 1.4 | 1.4 |
Treynor Ratio | NA | -0.02 | 0.02 | -0.02 | 0.0 | 0.01 | NA | 0.02 | 0.04 | -0.1 | 0.03 | 0.01 | 0.04 | 0.0 | 0.02 | 0.06 | 0.03 | 0.04 | 0.05 | 0.09 | 0.02 | 0.09 | 0.16 | -0.1 | 0.03 | 0.01 | -0.01 | -0.02 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.76 | 0.72 | 0.62 | 0.76 | 0.68 | NA | 0.63 | 0.7 | 0.52 | 0.43 | 1.33 | 0.73 | 0.55 | 0.45 | 0.24 | 0.24 | 0.27 | 0.31 | 0.5 | 0.55 | 0.62 | 0.68 | 0.5 | 0.68 | 0.74 | 0.7 | 0.45 |
RSquared | NA | 0.78 | 0.76 | 0.72 | 0.49 | 0.45 | NA | 0.46 | 0.78 | 0.71 | 0.39 | 0.47 | 0.63 | 0.49 | 0.33 | 0.16 | 0.23 | 0.25 | 0.26 | 0.27 | 0.49 | 0.58 | 0.53 | 0.39 | 0.74 | 0.68 | 0.64 | 0.39 |
Yield(%) | N/A | 1.4 | 5.3 | 3.6 | 3.1 | 2.4 | 2.7 | N/A | 5.0 | 3.1 | 2.5 | 2.3 | 2.6 | 2.8 | 1.8 | 1.6 | 1.4 | 1.4 | 2.2 | 2.8 | 2.6 | 2.9 | 4.5 | 5.3 | 4.8 | 3.7 | 3.0 | 0.7 |
Dividend Growth(%) | N/A | -72.1 | 43.8 | 40.3 | 67.0 | N/A | N/A | N/A | 48.3 | 26.1 | 4.5 | -8.3 | -7.7 | 52.9 | 13.3 | 15.4 | -7.1 | -33.3 | -22.2 | 8.0 | -10.7 | -30.0 | -23.1 | 10.6 | 30.6 | 20.0 | 328.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2004
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