Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHD (Pioneer Floating Rate Trust) | 6.65% | 11.07% | 15.69% | 10.50% | 6.69% | 6.57% | 5.77% | 5.23% |
Data as of 07/02/2025, AR inception is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHD (Pioneer Floating Rate Trust) | 12/23/2004 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 11.07 | 15.69 | 10.50 | 6.69 | 6.57 | 5.77 | 5.23 | 6.65 | 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 | 0.64 | 1.11 | 0.75 | 0.37 | NA | NA | 0.23 | 0.69 | 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 | 12.23 | 10.83 | 11.36 | 14.40 | NA | NA | 17.26 | 14.82 | 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 | 9.90 | 25.89 | 39.85 | NA | NA | 63.56 | 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 | 10.10 | 11.53 | 9.48 | 7.12 | 6.95 | 5.76 | 5.19 | 4.62 | 10.99 | 12.38 | 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 07/02/2025, AR inception 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