Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) | -0.54% | 3.92% | 1.73% | 5.70% | 4.74% | 6.73% | 5.65% | 5.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) | 03/24/2005 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 03/24/2005.
AR inception is since 03/24/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 3.92 | 1.73 | 5.70 | 4.74 | 6.73 | 5.65 | 5.70 | -0.54 | 10.14 | 7.75 | -17.27 | 3.87 | 6.00 | 29.94 | -12.95 | 22.05 | 14.34 | -5.40 | 10.02 | 27.47 | 11.68 | -4.27 | 10.37 | 19.48 | -31.63 | 7.17 | 17.07 | 11.18 |
| Sharpe Ratio | NA | -0.14 | -0.15 | 0.14 | 0.15 | NA | NA | 0.22 | -0.19 | 0.32 | 0.24 | -0.79 | 0.15 | 0.16 | 2.29 | -0.91 | 2.90 | 0.98 | -0.33 | 0.34 | 2.15 | 0.90 | -0.19 | 0.62 | 0.83 | -0.92 | 0.29 | 1.37 | 1.36 |
| Standard Deviation(%) | NA | 17.13 | 17.98 | 20.15 | 19.69 | NA | NA | 20.06 | 24.03 | 11.23 | 14.42 | 23.59 | 25.37 | 35.78 | 12.47 | 15.79 | 7.43 | 14.39 | 16.26 | 29.30 | 12.77 | 13.04 | 22.66 | 16.64 | 23.34 | 35.24 | 14.69 | 10.15 | 9.14 |
| Draw Down(%) | NA | 17.12 | 19.99 | 34.61 | 35.27 | NA | NA | 51.04 | 16.80 | 9.00 | 13.16 | 24.03 | 23.22 | 35.27 | 7.67 | 23.01 | 3.36 | 11.44 | 14.10 | 19.58 | 8.34 | 9.55 | 22.36 | 14.14 | 27.52 | 41.53 | 8.12 | 9.94 | 4.50 |
| Yield(%) | 0.00 | 2.71 | 2.07 | 2.26 | 5.56 | 7.46 | 6.28 | 6.34 | 0.00 | 2.84 | 1.68 | 1.94 | 1.49 | 1.53 | 1.91 | 14.04 | 16.13 | 1.52 | 19.20 | 19.61 | 19.06 | 4.38 | 1.98 | 1.50 | 1.61 | 1.15 | 1.89 | 1.29 | 1.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) |
-12.62%
Feb 2006 - Feb 2009 |
-2.61%
May 2007 - May 2012 |
3.73%
Feb 2006 - Feb 2016 |
3.68%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) |
18.75%
Feb 2009 - Feb 2012 |
17.24%
Feb 2009 - Feb 2014 |
12.35%
Sep 2011 - Sep 2021 |
9.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart