Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS C) | 10.27% | 21.65% | 12.94% | 2.78% | 6.59% | 8.02% | 6.42% | … | … |
Data as of 06/04/2026, Common starting date is 03/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS C) | 03/19/1996 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 21.65 | 12.94 | 2.78 | 6.59 | 8.02 | 6.42 | … | … | 10.27 | 10.40 | 10.33 | 6.51 | -17.60 | 14.73 | -0.90 | 24.51 | -9.60 | 14.15 | 18.29 | -0.49 | 12.08 | 27.88 | 9.02 | 5.59 | 18.25 | 10.19 | -30.53 | -0.52 | 22.49 | 4.57 | 16.10 | 22.17 | -17.74 | -6.55 | 12.12 | -0.40 | 16.74 | 30.07 | 3.40 |
| Sharpe Ratio | NA | 1.62 | 0.72 | 0.02 | 0.28 | NA | NA | … | … | 1.81 | 0.45 | 0.57 | 0.22 | -0.87 | 0.86 | -0.03 | 1.97 | -0.78 | 1.90 | 1.46 | -0.04 | 1.19 | 2.64 | 0.76 | 0.24 | 1.03 | 0.39 | -0.78 | -0.22 | 2.03 | 0.22 | 1.53 | 1.54 | -0.86 | -0.66 | 0.49 | -0.27 | 0.84 | 2.18 | 0.07 |
| Standard Deviation(%) | NA | 11.39 | 13.77 | 16.41 | 17.76 | NA | NA | … | … | 12.20 | 16.92 | 11.70 | 13.04 | 22.02 | 17.16 | 35.49 | 11.71 | 14.19 | 7.12 | 12.42 | 13.63 | 10.11 | 10.54 | 11.87 | 23.12 | 17.62 | 26.18 | 40.28 | 16.38 | 9.45 | 10.61 | 9.87 | 13.93 | 21.95 | 13.91 | 16.09 | 13.93 | 15.74 | 12.06 | 10.45 |
| Draw Down(%) | NA | 8.05 | 17.07 | 28.30 | 38.01 | NA | NA | … | … | 8.05 | 16.65 | 7.90 | 12.10 | 20.67 | 13.25 | 38.01 | 6.94 | 18.78 | 3.61 | 8.98 | 9.60 | 7.75 | 5.98 | 9.47 | 18.03 | 12.36 | 29.47 | 43.97 | 13.08 | 4.97 | 7.59 | 5.41 | 14.90 | 31.10 | 17.47 | 13.42 | 10.98 | 15.18 | 8.36 | 8.16 |
| Yield(%) | 0.00 | 8.69 | 17.34 | 8.47 | 8.10 | 9.20 | 7.10 | … | … | 0.34 | 8.76 | 32.68 | 15.70 | 1.09 | 0.80 | 0.94 | 4.02 | 5.71 | 5.03 | 13.35 | 8.70 | 11.44 | 5.70 | 3.18 | 1.25 | 1.00 | 1.45 | 1.66 | 7.29 | 11.46 | 5.17 | 1.51 | 1.38 | 1.16 | 0.69 | 9.89 | 6.80 | 3.93 | 1.64 | 1.82 |
Data as of 06/04/2026, Common starting date is 03/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS C) |
-13.49%
Feb 2006 – Feb 2009 |
-4.44%
Feb 2004 – Feb 2009 |
-1.09%
Feb 1999 – Feb 2009 |
4.26%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS C) |
22.04%
Feb 2009 – Feb 2012 |
19.61%
Feb 2009 – Feb 2014 |
13.89%
Feb 2009 – Feb 2019 |
9.99%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart