Performance Comparison
Comparison Box

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.
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