Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CERPX (Pioneer Core Equity Fund -) | NA | -0.98% | 12.14% | 9.54% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CERPX (Pioneer Core Equity Fund -) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.98 | 12.14 | 9.54 | NA | NA | NA | … | … | -3.34 | 13.99 | 17.83 | -17.46 | 25.41 | 20.61 | 30.91 | -10.46 |
| Sharpe Ratio | NA | -0.41 | 0.65 | 0.47 | NA | NA | NA | … | … | -0.85 | 0.86 | 1.05 | -0.79 | 1.92 | 0.60 | 2.23 | -1.23 |
| Standard Deviation(%) | NA | 9.84 | 13.47 | 15.54 | NA | NA | NA | … | … | 8.95 | 12.07 | 13.57 | 23.93 | 13.21 | 34.03 | 13.22 | 17.56 |
| Draw Down(%) | NA | 10.17 | 11.12 | 26.62 | NA | NA | NA | … | … | 10.17 | 7.56 | 11.12 | 26.62 | 5.13 | 31.82 | 7.96 | 20.99 |
| Yield(%) | 0.00 | 5.51 | 5.72 | 9.31 | 6.38 | 4.25 | 3.19 | … | … | 0.00 | 6.17 | 3.01 | 5.24 | 21.53 | 9.41 | 3.76 | 15.01 |
Data as of 09/23/2025, Common starting date is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CERPX (Pioneer Core Equity Fund -) |
3.50%
Dec 2021 – Dec 2024 |
8.23%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CERPX (Pioneer Core Equity Fund -) |
25.57%
Dec 2018 – Dec 2021 |
14.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart