Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEQIX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS A) | 1.48% | 9.55% | -0.03% | 3.09% | 4.32% | 7.67% | 5.81% | 8.36% |
Data as of 06/20/2025, AR inception is 09/13/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQIX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS A) | 09/13/1990 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.55 | -0.03 | 3.09 | 4.32 | 7.67 | 5.81 | 8.36 | 1.48 | -18.62 | -8.19 | -16.80 | 15.73 | -0.20 | 25.46 | -8.93 | 15.00 | 19.15 | 0.27 | 12.86 | 28.86 | 9.78 | 6.40 | 19.15 | 11.11 | -30.00 | 0.24 | 23.45 | 5.45 | 17.25 | 23.14 | -16.98 | -5.76 | 13.09 | 0.46 | 17.67 | 34.89 | 12.79 | 31.07 | -3.82 | 11.37 | 20.05 | 24.29 | -0.70 |
| Sharpe Ratio | NA | 0.36 | -0.14 | 0.06 | 0.16 | NA | NA | 0.38 | 0.01 | -0.76 | -0.60 | -0.83 | 0.92 | -0.01 | 2.06 | -0.72 | 2.03 | 1.52 | 0.02 | 1.27 | 2.73 | 0.83 | 0.28 | 1.08 | 0.42 | -0.77 | -0.17 | 2.14 | 0.31 | 1.65 | 1.61 | -0.82 | -0.59 | 0.56 | -0.20 | 0.91 | 2.42 | 0.96 | 4.15 | -0.85 | 1.40 | 2.85 | 2.48 | -0.42 |
| Standard Deviation(%) | NA | 17.49 | 19.00 | 18.58 | 18.70 | NA | NA | 16.78 | 21.96 | 33.20 | 20.83 | 21.96 | 17.08 | 35.48 | 11.70 | 14.20 | 7.10 | 12.43 | 13.63 | 10.11 | 10.55 | 11.83 | 23.10 | 17.62 | 26.11 | 40.27 | 16.38 | 9.45 | 10.63 | 9.86 | 13.95 | 21.93 | 13.92 | 16.11 | 13.81 | 15.76 | 12.90 | 9.62 | 6.56 | 7.95 | 6.61 | 6.15 | 8.26 | 16.95 |
| Draw Down(%) | NA | 16.85 | 24.66 | 32.88 | 37.93 | NA | NA | 54.08 | 16.57 | 32.24 | 19.06 | 20.24 | 13.09 | 37.93 | 6.83 | 18.25 | 3.52 | 8.94 | 9.45 | 7.56 | 5.91 | 9.38 | 17.96 | 12.24 | 29.37 | 43.76 | 12.77 | 4.89 | 7.53 | 5.06 | 14.78 | 30.75 | 17.19 | 13.24 | 10.80 | 15.10 | 8.31 | 6.88 | 2.08 | 8.77 | 3.60 | 3.03 | 5.56 | 9.10 |
| Yield(%) | 0.00 | 32.21 | 10.51 | 7.84 | 7.27 | 9.90 | 7.10 | 14.51 | 0.62 | 32.66 | 1.64 | 1.71 | 1.58 | 1.55 | 4.83 | 6.55 | 5.75 | 13.95 | 9.26 | 12.06 | 6.42 | 3.85 | 2.03 | 1.79 | 2.27 | 2.33 | 8.04 | 12.19 | 5.92 | 2.53 | 2.19 | 1.95 | 1.51 | 10.74 | 7.59 | 4.72 | 6.08 | 7.49 | 3.41 | 3.38 | 3.37 | 4.05 | 5.63 | 2.71 |
Data as of 06/20/2025, AR inception is 09/13/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQIX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS A) |
-12.82%
Feb 2006 - Feb 2009 |
-3.65%
Feb 2004 - Feb 2009 |
-0.26%
Feb 1999 - Feb 2009 |
5.13%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQIX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS A) |
27.48%
Mar 1995 - Mar 1998 |
20.51%
Feb 2009 - Feb 2014 |
16.22%
Oct 1990 - Oct 2000 |
11.85%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart