Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCBCX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS C) | 13.23% | 31.96% | 16.60% | 6.69% | 8.19% | 7.58% | 6.56% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBCX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS C) | 09/29/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 31.96 | 16.60 | 6.69 | 8.19 | 7.58 | 6.56 | … | … | 13.23 | 18.68 | 8.65 | 14.75 | -16.49 | 6.44 | 8.84 | 20.78 | -5.31 | 14.17 | 5.21 | -1.64 | 9.60 | 17.92 | 9.48 | 0.83 | 9.12 | 26.32 | -25.61 | 3.95 | 11.44 | -15.39 | 6.57 | 14.79 | -8.72 | 0.73 | -1.12 | -11.95 | 3.58 | -5.39 |
| Sharpe Ratio | NA | 3.16 | 1.34 | 0.36 | 0.57 | NA | NA | … | … | 2.94 | 1.31 | 0.57 | 1.27 | -1.19 | 0.61 | 0.41 | 2.56 | -0.66 | 3.21 | 0.65 | -0.17 | 1.28 | 2.43 | 1.19 | 0.06 | 0.82 | 1.75 | -1.22 | 0.09 | 1.23 | -0.84 | 0.82 | 1.63 | -0.86 | -0.22 | -0.43 | -0.98 | 0.01 | -1.45 |
| Standard Deviation(%) | NA | 9.49 | 10.27 | 11.48 | 11.53 | NA | NA | … | … | 10.99 | 12.08 | 8.83 | 8.80 | 15.17 | 10.47 | 20.82 | 7.53 | 10.19 | 4.23 | 7.63 | 9.91 | 7.46 | 7.37 | 7.96 | 14.43 | 11.05 | 14.99 | 21.69 | 8.68 | 6.55 | 20.98 | 6.80 | 8.66 | 11.49 | 8.00 | 12.42 | 15.64 | 12.40 | 15.91 |
| Draw Down(%) | NA | 6.55 | 13.77 | 25.94 | 25.94 | NA | NA | … | … | 6.55 | 13.08 | 5.68 | 7.33 | 20.90 | 10.40 | 24.40 | 3.14 | 12.43 | 1.59 | 6.54 | 9.04 | 5.63 | 5.35 | 6.99 | 13.99 | 11.08 | 14.85 | 33.70 | 5.88 | 3.94 | 18.86 | 5.52 | 7.62 | 14.99 | 8.29 | 10.49 | 18.63 | 10.44 | 8.44 |
| Yield(%) | 0.00 | 3.28 | 2.36 | 1.47 | 3.45 | 4.80 | 4.58 | … | … | 0.28 | 3.19 | 1.68 | 1.65 | 0.65 | 0.48 | 0.71 | 5.76 | 7.80 | 8.83 | 1.85 | 3.10 | 10.84 | 21.13 | 4.17 | 1.89 | 1.81 | 2.51 | 2.48 | 13.33 | 11.68 | 0.68 | 1.25 | 1.30 | 1.80 | 2.16 | 2.64 | 2.29 | 2.15 | 0.87 |
Data as of 06/03/2026, Common starting date is 09/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBCX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS C) |
-9.97%
Oct 2005 – Oct 2008 |
-7.36%
Feb 2004 – Feb 2009 |
-4.22%
Nov 1998 – Nov 2008 |
0.41%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBCX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS C) |
17.66%
Feb 2009 – Feb 2012 |
15.22%
Feb 2009 – Feb 2014 |
10.08%
Feb 2009 – Feb 2019 |
8.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart