Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVRFX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS R) | NA | -2.52% | 7.25% | 1.83% | 5.17% | 6.06% | NA | … | … |
Data as of 12/01/2025, Common starting date is 11/29/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVRFX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS R) | 11/29/2006 | 12/01/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.52 | 7.25 | 1.83 | 5.17 | 6.06 | NA | … | … | 3.34 | 14.19 | 8.75 | -18.53 | 1.86 | 5.32 | 28.97 | -13.41 | 21.31 | 13.70 | -5.92 | 9.40 | 22.61 | 11.09 | -4.86 | 9.67 | 17.45 | -32.95 | 4.86 | 0.96 |
| Sharpe Ratio | NA | -0.39 | 0.28 | -0.02 | 0.19 | NA | NA | … | … | 0.05 | 0.96 | 0.36 | -0.84 | 0.07 | 0.14 | 2.21 | -0.94 | 2.80 | 0.94 | -0.37 | 0.31 | 1.61 | 0.86 | -0.21 | 0.58 | 0.74 | -0.96 | 0.12 | 1.31 |
| Standard Deviation(%) | NA | 15.21 | 13.81 | 19.10 | 19.49 | NA | NA | … | … | 15.44 | 11.05 | 14.43 | 23.89 | 26.41 | 35.81 | 12.43 | 15.76 | 7.41 | 14.42 | 16.31 | 29.94 | 14.04 | 12.99 | 22.76 | 16.57 | 23.44 | 35.31 | 14.67 | 6.56 |
| Draw Down(%) | NA | 16.88 | 16.88 | 36.18 | 36.18 | NA | NA | … | … | 16.88 | 7.21 | 13.66 | 24.48 | 24.23 | 35.29 | 7.74 | 23.37 | 3.35 | 11.50 | 14.20 | 19.97 | 11.34 | 9.66 | 22.52 | 14.25 | 27.60 | 41.72 | 8.18 | 1.39 |
| Yield(%) | 0.00 | 1.98 | 3.97 | 2.44 | 4.90 | 6.76 | 4.42 | … | … | 0.00 | 7.53 | 2.89 | 1.36 | 0.81 | 1.01 | 1.07 | 14.12 | 16.02 | 0.92 | 19.20 | 19.50 | 15.04 | 3.94 | 1.27 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/01/2025, Common starting date is 11/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVRFX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS R) |
-10.66%
Jun 2007 – Jun 2010 |
-3.98%
May 2007 – May 2012 |
3.18%
May 2007 – May 2017 |
2.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVRFX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS R) |
17.57%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
11.30%
Sep 2011 – Sep 2021 |
8.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart