Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/10/2014.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PBOTX (Pioneer Value B) | NA | 13.49% | 16.54% | 10.19% | 3.33% | 3.33% | NA | 2.46% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PBOTX (Pioneer Value B) | 02/03/1998 | 11/10/2014 |
The return data shown below all have the same latest date: 11/10/2014.
AR inception is since 02/03/1998.
AR inception is since 02/03/1998.
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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.04 | 13.49 | 16.54 | 10.19 | 3.33 | 3.33 | NA | 2.46 | 8.10 | 32.10 | 10.39 | -5.94 | 8.54 | 19.48 | -42.00 | -0.75 | 14.44 | 4.52 | 11.38 | 26.66 | -19.74 | -4.00 | 14.61 | 0.35 | -10.78 |
Sharpe Ratio | NA | 1.11 | 1.23 | 0.59 | 0.11 | NA | NA | 0.04 | 0.75 | 2.78 | 0.76 | -0.24 | 0.45 | 0.72 | -1.04 | -0.23 | 1.09 | 0.22 | 0.99 | 1.65 | -0.87 | -0.36 | 0.53 | -0.20 | -0.73 |
Standard Deviation(%) | NA | 12.17 | 13.42 | 17.24 | 21.13 | NA | NA | 19.89 | 12.58 | 11.53 | 13.75 | 25.22 | 18.87 | 27.05 | 41.19 | 16.19 | 10.26 | 10.45 | 10.49 | 15.72 | 24.05 | 17.88 | 19.96 | 14.20 | 20.62 |
Draw Down(%) | NA | 9.16 | 11.49 | 22.16 | 60.96 | NA | NA | 60.96 | 9.16 | 6.32 | 11.49 | 22.16 | 17.92 | 27.31 | 52.25 | 12.62 | 8.23 | 6.70 | 7.16 | 14.78 | 32.15 | 23.32 | 9.51 | 12.62 | 34.82 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.03 | 4.45 | 4.25 | 2.89 | 3.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.12 | 0.77 | 9.52 | 17.61 | 6.51 | 14.91 | 0.28 | 11.15 | 3.43 | 7.60 | 2.50 | 0.65 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PBOTX (Pioneer Value B) |
-18.99%
Feb 2006 - Feb 2009 |
-9.41%
Feb 2004 - Feb 2009 |
-2.88%
Feb 1999 - Feb 2009 |
0.40%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PBOTX (Pioneer Value B) |
19.59%
Sep 2011 - Sep 2014 |
17.00%
Feb 2009 - Feb 2014 |
4.27%
Mar 2003 - Mar 2013 |
3.49%
Sep 1999 - Sep 2014 |
Annualized Rolling Returns Comparison Chart