Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQKX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS K) | 9.85% | 22.18% | 13.85% | 7.65% | 9.59% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 22.18 | 13.85 | 7.65 | 9.59 | NA | NA | … | … | 9.85 | 11.62 | 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 | 1.70 | 0.77 | 0.33 | 0.46 | NA | NA | … | … | 1.81 | 0.52 | 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 | 11.46 | 13.71 | 15.27 | 17.23 | NA | NA | … | … | 12.17 | 16.93 | 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 | 7.97 | 16.76 | 20.04 | 37.87 | NA | NA | … | … | 7.97 | 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 | 9.41 | 17.85 | 12.37 | 11.01 | 10.54 | 7.90 | … | … | 0.54 | 9.54 | 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 06/05/2026, Common starting date 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 |
10.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart