Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMOYX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS Y) | 6.99% | 20.80% | 15.57% | 5.58% | 6.69% | 6.06% | 5.55% | … | … |
Data as of 06/03/2026, Common starting date is 09/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMOYX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS Y) | 09/26/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 20.80 | 15.57 | 5.58 | 6.69 | 6.06 | 5.55 | … | … | 6.99 | 17.60 | 8.37 | 11.90 | -17.23 | 9.86 | 9.38 | 15.65 | -11.74 | 12.78 | 4.54 | -1.79 | 4.55 | 16.46 | 10.53 | -1.85 | 12.59 | 29.80 | -29.58 | 5.52 | 11.20 | -0.27 |
| Sharpe Ratio | NA | 2.77 | 1.71 | 0.32 | 0.50 | NA | NA | … | … | 1.90 | 1.53 | 0.28 | 1.17 | -1.15 | 1.15 | 0.48 | 2.23 | -1.57 | 2.76 | 0.54 | -0.23 | 0.55 | 2.27 | 1.24 | -0.13 | 1.15 | 1.73 | -1.11 | 0.25 | 1.08 | -0.41 |
| Standard Deviation(%) | NA | 6.92 | 7.40 | 9.94 | 10.21 | NA | NA | … | … | 8.35 | 9.77 | 6.40 | 6.59 | 16.27 | 8.56 | 18.78 | 6.40 | 8.33 | 4.43 | 8.00 | 7.77 | 8.26 | 7.22 | 8.50 | 14.71 | 10.83 | 17.18 | 27.33 | 10.14 | 7.35 | 8.76 |
| Draw Down(%) | NA | 5.53 | 8.76 | 20.01 | 26.31 | NA | NA | … | … | 5.53 | 8.76 | 3.85 | 5.37 | 19.17 | 4.45 | 26.31 | 4.17 | 14.68 | 1.49 | 7.67 | 8.37 | 5.85 | 5.93 | 7.52 | 14.97 | 9.10 | 17.50 | 37.86 | 6.65 | 7.06 | 3.54 |
| Yield(%) | 0.00 | 6.24 | 5.66 | 3.98 | 4.34 | 4.42 | 4.24 | … | … | 0.00 | 6.85 | 5.36 | 4.36 | 2.99 | 4.00 | 2.54 | 7.12 | 5.10 | 2.16 | 2.45 | 9.29 | 3.21 | 2.16 | 2.47 | 2.70 | 2.30 | 4.04 | 6.65 | 6.54 | 3.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOYX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS Y) |
-10.25%
Feb 2006 – Feb 2009 |
-0.84%
Mar 2015 – Mar 2020 |
2.74%
Oct 2013 – Oct 2023 |
3.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOYX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS Y) |
19.46%
Feb 2009 – Feb 2012 |
15.79%
Feb 2009 – Feb 2014 |
8.87%
Feb 2009 – Feb 2019 |
7.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart