Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCBKX (Pioneer Classic Balanced Fund Class K) | 14.61% | 34.06% | 18.13% | 7.87% | 9.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBKX (Pioneer Classic Balanced Fund Class K) | 12/03/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 34.06 | 18.13 | 7.87 | 9.40 | NA | NA | … | … | 14.61 | 19.97 | 9.77 | 16.01 | -15.55 | 7.54 | 9.96 | 22.15 | -4.45 | 15.47 | 6.17 | -0.45 |
| Sharpe Ratio | NA | 3.32 | 1.47 | 0.46 | 0.67 | NA | NA | … | … | 3.06 | 1.42 | 0.71 | 1.44 | -1.12 | 0.71 | 0.47 | 2.73 | -0.57 | 3.44 | 0.78 | -0.54 |
| Standard Deviation(%) | NA | 9.46 | 10.19 | 11.44 | 11.49 | NA | NA | … | … | 10.96 | 12.08 | 8.64 | 8.67 | 15.19 | 10.51 | 20.68 | 7.59 | 10.25 | 4.33 | 7.64 | 10.96 |
| Draw Down(%) | NA | 6.46 | 13.34 | 25.18 | 25.18 | NA | NA | … | … | 6.46 | 12.82 | 5.63 | 7.08 | 20.27 | 10.32 | 24.31 | 3.01 | 12.08 | 1.48 | 6.51 | 2.68 |
| Yield(%) | 0.00 | 4.30 | 3.50 | 2.43 | 4.59 | 3.14 | 2.36 | … | … | 0.47 | 4.30 | 2.85 | 2.59 | 1.60 | 1.63 | 1.74 | 6.77 | 8.82 | 10.04 | 2.70 | 0.68 |
Data as of 06/04/2026, Common starting date is 12/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBKX (Pioneer Classic Balanced Fund Class K) |
-0.65%
Sep 2019 – Sep 2022 |
2.93%
Sep 2017 – Sep 2022 |
8.02%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBKX (Pioneer Classic Balanced Fund Class K) |
18.42%
May 2023 – May 2026 |
11.49%
Oct 2016 – Oct 2021 |
9.31%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart