Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IALBX (Pioneer Ibbotson Aggressive Allocation B) | NA | 8.24% | 11.92% | 8.87% | NA | NA | NA | 4.77% |
Data as of 11/10/2014, AR inception is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IALBX (Pioneer Ibbotson Aggressive Allocation B) | 01/26/2005 | 11/10/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 8.24 | 11.92 | 8.87 | NA | NA | NA | 4.77 | 4.32 | 20.68 | 10.60 | -5.32 | 13.45 | 30.30 | -39.52 | 4.51 | 13.30 | 8.94 |
| Sharpe Ratio | NA | 0.86 | 1.01 | 0.59 | NA | NA | NA | 0.18 | 0.50 | 2.05 | 0.86 | -0.25 | 0.82 | 1.17 | -1.09 | 0.10 | 0.92 | 0.83 |
| Standard Deviation(%) | NA | 9.72 | 11.72 | 14.91 | NA | NA | NA | 19.10 | 10.04 | 10.08 | 12.35 | 21.80 | 16.36 | 25.84 | 36.98 | 15.07 | 10.89 | 8.94 |
| Draw Down(%) | NA | 8.68 | 11.27 | 21.51 | NA | NA | NA | 56.00 | 8.68 | 7.91 | 11.27 | 21.51 | 13.40 | 25.04 | 50.50 | 10.07 | 11.20 | 5.92 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 0.16 | 1.65 | 1.10 | 0.83 | 1.84 | 0.00 | 0.00 | 0.00 | 0.14 | 0.43 | 0.28 | 7.36 | 4.77 | 1.04 | 0.00 |
Data as of 11/10/2014, AR inception is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALBX (Pioneer Ibbotson Aggressive Allocation B) |
-16.62%
Feb 2006 - Feb 2009 |
-3.89%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALBX (Pioneer Ibbotson Aggressive Allocation B) |
21.96%
Feb 2009 - Feb 2012 |
17.62%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart