Find A Portfolio/Ticker
Comparison Box
STIRX: PIONEER STRATEGIC INCOME FUND PIONEER STRATEGIC INCOME FUND: CLASS R (MUTUAL FUND)
Basic Info 9.72 0(0.0%) May 30
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/29/2003 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.59% |
| Sign up to get fund ranking change alerts | |
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 04/29/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 1.7 | 5.2 | 2.0 | 1.3 | 1.7 | 3.2 | 4.0 | 4.4 | 2.6 | 7.8 | -13.4 | -2.9 | 7.0 | 9.9 | -2.2 | 4.9 | 7.3 | -1.8 | 4.2 | 1.1 | 10.8 | 3.0 | 10.9 | 30.4 | -11.6 | 5.9 | 6.2 | 2.2 | 7.0 | 10.3 |
| Sharpe Ratio | NA | 0.19 | 0.34 | -0.21 | -0.13 | 0.07 | NA | NA | 0.75 | -0.7 | 0.52 | -2.68 | -0.7 | 0.86 | 4.0 | -1.73 | 2.13 | 2.7 | -0.85 | 2.32 | 0.42 | 5.42 | 0.98 | 3.66 | 6.78 | -2.02 | 0.88 | 0.95 | 0.0 | 1.63 | 3.41 |
| Draw Down(%) | NA | 3.5 | 5.3 | 10.5 | 22.2 | 22.2 | NA | NA | 22.2 | 4.4 | 6.9 | 17.8 | 5.8 | 17.2 | 0.7 | 3.1 | 1.2 | 2.1 | 3.8 | 2.3 | 4.9 | 1.4 | 4.5 | 2.4 | 3.9 | 16.6 | 2.2 | 2.0 | 2.9 | 5.9 | 3.9 |
| Standard Deviation(%) | NA | 5.6 | 5.5 | 6.3 | 5.5 | 4.8 | NA | NA | 4.1 | 5.6 | 7.0 | 5.5 | 4.1 | 7.9 | 2.1 | 2.1 | 2.0 | 2.6 | 2.1 | 1.8 | 2.7 | 2.0 | 3.0 | 2.9 | 4.5 | 6.2 | 3.3 | 3.1 | 3.1 | 3.7 | 4.4 |
| Treynor Ratio | NA | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.05 | -0.04 | 0.04 | -0.24 | -0.11 | 0.1 | 0.18 | -0.06 | 0.08 | 0.26 | -0.06 | 0.16 | 0.02 | 0.45 | 0.15 | 0.23 | 0.47 | -0.19 | 0.04 | 0.04 | 0.0 | 0.1 | 0.29 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.03 | 0.09 | -0.06 | 0.0 | 0.01 | 0.0 | 0.02 | 0.05 |
| Beta | NA | 0.91 | 0.95 | 0.87 | 0.76 | 0.69 | NA | NA | 0.63 | 1.0 | 0.91 | 0.63 | 0.27 | 0.7 | 0.48 | 0.57 | 0.53 | 0.27 | 0.28 | 0.26 | 0.52 | 0.24 | 0.19 | 0.48 | 0.64 | 0.65 | 0.75 | 0.82 | 0.7 | 0.62 | 0.51 |
| RSquared | NA | 0.75 | 0.84 | 0.87 | 0.68 | 0.52 | NA | NA | 0.46 | 0.93 | 0.92 | 0.77 | 0.06 | 0.19 | 0.63 | 0.62 | 0.6 | 0.14 | 0.28 | 0.16 | 0.45 | 0.11 | 0.08 | 0.43 | 0.43 | 0.44 | 0.8 | 0.81 | 0.53 | 0.5 | 0.33 |
| Yield(%) | N/A | 1.5 | 4.8 | 3.5 | 3.2 | 3.0 | 3.8 | 4.3 | N/A | 4.5 | 3.3 | 2.3 | 2.9 | 3.1 | 2.7 | 2.7 | 2.9 | 3.2 | 3.1 | 5.0 | 5.3 | 4.6 | 5.6 | 5.0 | 6.9 | 8.0 | 5.4 | 4.9 | 6.7 | 3.6 | 4.1 |
| Dividend Growth(%) | N/A | -65.8 | 39.0 | 8.6 | 9.0 | -45.8 | N/A | N/A | N/A | 39.1 | 20.9 | -24.6 | -3.4 | 21.3 | -2.6 | -5.1 | -5.7 | -3.8 | -37.1 | -10.5 | 23.5 | -21.4 | 17.9 | -9.7 | -30.9 | 47.4 | 13.3 | -30.1 | 88.6 | -4.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) 0.0% (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) 0.0% (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) 0.0% (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 0.0% (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) 0.0% (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) 0.0% (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) 0.18% (84%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) 0.12% (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) 0.0% (83%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) 0.14% (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) 0.28% (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) 0.68% (99%)
- EVV (Eaton Vance Limited Duration IF) 0.10% (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) 0.19% (98%)
- ERC (Allspring Multi Sector Income Fund) 0.11% (98%)
- FMY (First Trust Mortgage Income Fund) 0.17% (97%)
- FTF (Franklin Templeton Limited Duration) 0.47% (97%)
- JHS (John Hancock Income Securities Closed Fund) 0.89% (96%)
- JHI (John Hancock Investors Closed Fund) 0.30% (96%)
- MCR (MFS Charter Income Trust) 0.16% (95%)
Latest Articles Related to STIRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
