Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHD (Pioneer Floating Rate Trust) | NA | 10.77% | 17.43% | 9.30% | 7.26% | 6.10% | 5.90% | … | … |
Data as of 10/14/2025, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHD (Pioneer Floating Rate Trust) | 12/23/2004 | 10/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 10.77 | 17.43 | 9.30 | 7.26 | 6.10 | 5.90 | … | … | 10.42 | 16.98 | 18.25 | -17.14 | 21.38 | -0.22 | 20.28 | -8.96 | 2.65 | 16.68 | 1.50 | -4.89 | 3.12 | 14.17 | 4.28 | 22.08 | 83.35 | -49.15 | -6.88 | 26.76 | -10.35 | 0.00 |
| Sharpe Ratio | NA | 0.69 | 1.33 | 0.64 | 0.40 | NA | NA | … | … | 0.86 | 1.57 | 1.41 | -1.36 | 2.19 | -0.01 | 2.30 | -1.35 | 0.25 | 1.67 | 0.17 | -0.62 | 0.25 | 1.16 | 0.22 | 1.17 | 2.94 | -1.18 | -0.79 | 3.82 | -1.35 | NA |
| Standard Deviation(%) | NA | 11.21 | 10.50 | 11.04 | 14.30 | NA | NA | … | … | 12.23 | 8.51 | 10.44 | 13.68 | 9.74 | 33.95 | 8.16 | 7.67 | 8.02 | 9.83 | 8.83 | 7.95 | 12.39 | 12.31 | 19.34 | 18.74 | 28.28 | 42.44 | 12.74 | 6.14 | 9.34 | NA |
| Draw Down(%) | NA | 9.30 | 9.30 | 25.89 | 39.85 | NA | NA | … | … | 9.30 | 5.73 | 8.59 | 24.91 | 6.26 | 39.85 | 4.35 | 13.86 | 5.36 | 6.35 | 9.36 | 10.57 | 14.21 | 8.33 | 19.43 | 13.39 | 23.56 | 59.19 | 18.24 | 2.65 | 13.68 | NA |
| Yield(%) | 0.00 | 7.95 | 11.41 | 8.60 | 7.30 | 6.31 | 5.74 | … | … | 5.39 | 10.94 | 12.33 | 7.35 | 7.19 | 6.29 | 7.98 | 5.74 | 6.03 | 6.75 | 6.18 | 5.79 | 6.93 | 7.33 | 7.42 | 8.26 | 13.61 | 9.24 | 11.72 | 11.57 | 5.19 | 0.00 |
Data as of 10/14/2025, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHD (Pioneer Floating Rate Trust) |
-17.32%
Nov 2005 – Nov 2008 |
-1.83%
Mar 2015 – Mar 2020 |
1.83%
Sep 2012 – Sep 2022 |
2.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHD (Pioneer Floating Rate Trust) |
34.72%
Nov 2008 – Nov 2011 |
22.71%
Nov 2008 – Nov 2013 |
12.36%
Nov 2008 – Nov 2018 |
10.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart