Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEQKX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS K) | 6.84% | 14.94% | 10.92% | 11.68% | 8.95% | NA | NA | 10.24% |
Data as of 07/03/2025, AR inception is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQKX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS K) | 12/26/2012 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | 14.94 | 10.92 | 11.68 | 8.95 | NA | NA | 10.24 | 6.84 | 11.53 | 7.68 | -7.80 | 25.72 | 0.21 | 25.90 | -8.61 | 15.41 | 18.88 | 0.64 | 11.13 | 22.02 | 0.32 |
| Sharpe Ratio | NA | 0.51 | 0.36 | 0.62 | 0.41 | NA | NA | 0.51 | 0.22 | 0.68 | 0.31 | -0.46 | 1.89 | 0.00 | 2.09 | -0.71 | 2.08 | 1.50 | 0.04 | 1.09 | 1.93 | 1.76 |
| Standard Deviation(%) | NA | 17.46 | 15.70 | 15.96 | 17.49 | NA | NA | 16.37 | 21.60 | 11.69 | 13.03 | 20.34 | 13.59 | 35.44 | 11.69 | 14.19 | 7.14 | 12.43 | 13.62 | 10.18 | 11.38 | 17.60 |
| Draw Down(%) | NA | 16.76 | 16.76 | 20.04 | 37.87 | NA | NA | 37.87 | 16.57 | 7.84 | 11.84 | 20.04 | 5.91 | 37.87 | 6.79 | 18.00 | 3.48 | 8.93 | 9.39 | 8.07 | 6.47 | 1.00 |
| Yield(%) | 0.00 | 31.76 | 18.66 | 15.68 | 11.09 | 10.00 | 7.50 | 12.49 | 0.70 | 32.92 | 16.44 | 10.65 | 11.21 | 1.89 | 5.22 | 6.92 | 6.11 | 13.64 | 9.64 | 10.38 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQKX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS K) |
-1.76%
Mar 2017 - Mar 2020 |
2.93%
Mar 2015 - Mar 2020 |
6.88%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQKX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS K) |
16.76%
Mar 2020 - Mar 2023 |
14.18%
Mar 2020 - Mar 2025 |
9.50%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart