Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FUNBX (Pioneer Fundamental Growth B) NA 17.21% 18.47% 14.35% NA NA NA
Data as of 11/10/2014, Common starting date is 12/21/2005
More Performance Analytics Comparison
Name Start Date End Date
FUNBX (Pioneer Fundamental Growth B) 12/21/2005 11/10/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.58 17.21 18.47 14.35 NA NA NA 10.69 31.38 13.19 5.32 9.72 32.59 -31.63 10.88 7.73 -0.85
Sharpe Ratio NA 1.49 1.50 0.94 NA NA NA 1.05 2.91 1.06 0.24 0.60 1.50 -0.93 0.58 0.40 -3.06
Standard Deviation(%) NA 11.42 12.29 15.19 NA NA NA 11.87 10.76 12.46 21.94 16.06 21.61 34.81 13.54 11.06 10.71
Draw Down(%) NA 6.57 9.12 15.51 NA NA NA 6.57 6.08 9.12 15.51 14.80 17.94 42.64 6.92 11.28 1.86
Yield(%) 0.00 4.05 3.05 3.67 2.51 1.67 1.25 0.00 4.90 0.94 2.77 2.96 6.97 0.16 3.88 2.89 0.00
Data as of 11/10/2014, Common starting date is 12/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUNBX (Pioneer Fundamental Growth B) -10.17%
Feb 2006 – Feb 2009
1.96%
Sep 2006 – Sep 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUNBX (Pioneer Fundamental Growth B) 22.84%
Feb 2009 – Feb 2012
20.23%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return