Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALRX (Pioneer Solutions Balanced Fund Class R) | NA | 1.69% | 10.36% | 7.81% | 5.29% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALRX (Pioneer Solutions Balanced Fund Class R) | 07/02/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.69 | 10.36 | 7.81 | 5.29 | NA | NA | … | … | 4.29 | 8.02 | 11.49 | -9.14 | 12.41 | 9.67 | 14.95 | -11.85 | 12.26 | 3.63 | -4.20 |
| Sharpe Ratio | NA | -0.28 | 1.02 | 0.66 | 0.40 | NA | NA | … | … | 0.69 | 0.69 | 1.20 | -0.84 | 1.53 | 0.50 | 2.09 | -1.64 | 2.78 | 0.41 | -0.95 |
| Standard Deviation(%) | NA | 4.81 | 6.81 | 8.47 | 9.43 | NA | NA | … | … | 4.32 | 6.40 | 6.61 | 12.66 | 8.07 | 18.88 | 6.44 | 8.12 | 4.19 | 8.30 | 8.71 |
| Draw Down(%) | NA | 3.96 | 5.42 | 18.38 | 26.27 | NA | NA | … | … | 2.10 | 3.96 | 5.42 | 18.38 | 4.48 | 26.27 | 4.17 | 15.04 | 1.16 | 7.78 | 7.54 |
| Yield(%) | 0.00 | 4.50 | 7.29 | 6.39 | 5.23 | 3.31 | 2.48 | … | … | 0.00 | 5.00 | 4.06 | 11.00 | 6.48 | 2.94 | 6.52 | 4.91 | 1.84 | 2.11 | 9.11 |
Data as of 09/23/2025, Common starting date is 07/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALRX (Pioneer Solutions Balanced Fund Class R) |
-2.64%
Mar 2017 – Mar 2020 |
1.73%
Sep 2017 – Sep 2022 |
5.12%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALRX (Pioneer Solutions Balanced Fund Class R) |
12.32%
Dec 2018 – Dec 2021 |
11.19%
Mar 2020 – Mar 2025 |
5.12%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart