Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVRFX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS R) | 3.34% | 8.03% | 3.73% | 3.71% | 4.84% | 6.18% | NA | 4.00% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.03 | 3.73 | 3.71 | 4.84 | 6.18 | NA | 4.00 | 3.34 | 6.83 | 6.93 | -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 | 0.25 | 0.08 | 0.09 | 0.16 | NA | NA | 0.14 | 0.16 | 0.02 | 0.19 | -0.84 | 0.07 | 0.14 | 2.22 | -0.94 | 2.80 | 0.94 | -0.36 | 0.31 | 1.61 | 0.86 | -0.21 | 0.58 | 0.74 | -0.96 | 0.13 | 1.33 |
| Standard Deviation(%) | NA | 16.76 | 17.16 | 19.67 | 19.84 | NA | NA | 20.85 | 20.13 | 11.29 | 14.47 | 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 | 17.30 | 36.18 | 36.18 | NA | NA | 52.85 | 16.88 | 10.13 | 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 | 4.61 | 2.40 | 1.93 | 5.57 | 6.94 | 4.28 | 4.76 | 0.00 | 4.91 | 1.17 | 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 07/25/2025, AR inception 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 |
7.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart