Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS A) | 13.55% | 33.00% | 17.49% | 7.50% | 9.06% | 8.45% | 7.43% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS A) | 06/21/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 33.00 | 17.49 | 7.50 | 9.06 | 8.45 | 7.43 | … | … | 13.55 | 19.59 | 9.46 | 15.63 | -15.84 | 7.25 | 10.29 | 21.75 | -4.63 | 14.99 | 5.97 | -0.82 | 10.54 | 18.79 | 10.36 | 1.58 | 9.87 | 27.39 | -24.84 | 4.89 | 11.62 | -15.16 | 7.12 | 15.71 | -7.04 | 4.66 | 10.27 | 1.16 | 13.22 | 20.83 | 5.92 |
| Sharpe Ratio | NA | 3.31 | 1.43 | 0.43 | 0.64 | NA | NA | … | … | 3.04 | 1.39 | 0.66 | 1.37 | -1.14 | 0.69 | 0.48 | 2.70 | -0.59 | 3.33 | 0.75 | -0.09 | 1.41 | 2.52 | 1.29 | 0.11 | 0.88 | 1.81 | -1.18 | 0.20 | 1.28 | -0.83 | 0.89 | 1.75 | -0.72 | 0.29 | 0.75 | -0.28 | 1.10 | 1.33 | 0.73 |
| Standard Deviation(%) | NA | 9.47 | 10.24 | 11.47 | 11.52 | NA | NA | … | … | 10.96 | 12.03 | 8.79 | 8.83 | 15.17 | 10.47 | 20.78 | 7.50 | 10.28 | 4.32 | 7.64 | 9.92 | 7.46 | 7.46 | 8.05 | 14.33 | 11.15 | 15.08 | 21.74 | 8.75 | 6.45 | 21.03 | 6.88 | 8.58 | 11.37 | 7.65 | 8.02 | 7.83 | 8.90 | 12.83 | 10.80 |
| Draw Down(%) | NA | 6.42 | 13.53 | 25.43 | 25.43 | NA | NA | … | … | 6.42 | 12.94 | 5.61 | 7.15 | 20.48 | 10.30 | 24.31 | 3.01 | 12.14 | 1.48 | 6.50 | 8.78 | 5.50 | 5.34 | 6.88 | 13.78 | 11.22 | 14.83 | 33.14 | 5.79 | 3.95 | 18.88 | 5.52 | 7.50 | 14.59 | 8.19 | 5.48 | 8.29 | 8.67 | 7.90 | 6.91 |
| Yield(%) | 0.00 | 4.06 | 3.14 | 2.14 | 4.31 | 5.57 | 5.24 | … | … | 0.42 | 4.01 | 2.47 | 2.27 | 1.26 | 1.26 | 1.90 | 6.64 | 8.43 | 9.63 | 2.61 | 3.79 | 11.59 | 21.73 | 5.04 | 2.74 | 2.39 | 3.33 | 3.25 | 14.19 | 11.97 | 1.17 | 1.80 | 2.07 | 3.55 | 5.89 | 13.61 | 15.19 | 11.11 | 10.99 | 6.67 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS A) |
-9.40%
Oct 2005 – Oct 2008 |
-6.79%
Feb 2004 – Feb 2009 |
-0.70%
Feb 1999 – Feb 2009 |
3.81%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS A) |
18.51%
Feb 2009 – Feb 2012 |
16.11%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
9.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart