Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIALX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS A) | 6.98% | 20.64% | 15.39% | 5.34% | 6.45% | 5.79% | 5.21% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIALX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS A) | 12/27/2004 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 20.64 | 15.39 | 5.34 | 6.45 | 5.79 | 5.21 | … | … | 6.98 | 23.78 | 8.22 | 11.74 | -17.66 | 9.64 | 9.08 | 15.47 | -11.82 | 12.52 | 4.07 | -1.99 | 4.17 | 16.08 | 10.21 | -2.12 | 11.96 | 28.96 | -30.23 | 5.25 | 10.49 | 4.22 | -1.52 |
| Sharpe Ratio | NA | 2.73 | 1.68 | 0.30 | 0.47 | NA | NA | … | … | 1.89 | 2.47 | 0.72 | 1.23 | -1.18 | 1.11 | 0.47 | 2.16 | -1.60 | 2.81 | 0.48 | -0.26 | 0.51 | 2.21 | 1.20 | -0.15 | 1.10 | 1.69 | -1.30 | 0.21 | 0.97 | 0.31 | -4.42 |
| Standard Deviation(%) | NA | 6.95 | 7.42 | 9.98 | 10.23 | NA | NA | … | … | 8.40 | 8.49 | 6.43 | 6.65 | 16.29 | 8.64 | 18.87 | 6.47 | 8.31 | 4.23 | 7.95 | 7.82 | 8.18 | 7.27 | 8.55 | 14.77 | 10.79 | 17.03 | 23.83 | 10.23 | 7.34 | 6.37 | 14.33 |
| Draw Down(%) | NA | 5.57 | 8.85 | 20.38 | 26.28 | NA | NA | … | … | 5.57 | 8.85 | 3.92 | 5.47 | 19.49 | 4.52 | 26.28 | 4.14 | 14.87 | 1.24 | 7.77 | 8.40 | 5.91 | 5.91 | 7.59 | 15.06 | 9.20 | 17.59 | 38.42 | 6.75 | 7.16 | 4.02 | 1.70 |
| Yield(%) | 0.00 | 6.12 | 5.54 | 3.83 | 4.16 | 4.21 | 3.97 | … | … | 0.00 | 6.72 | 5.24 | 4.26 | 2.78 | 3.76 | 2.32 | 6.99 | 5.02 | 1.97 | 2.19 | 9.18 | 2.98 | 1.93 | 2.17 | 2.29 | 1.92 | 3.58 | 6.23 | 6.18 | 2.79 | 0.61 | 0.39 |
Data as of 06/03/2026, Common starting date is 12/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIALX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS A) |
-10.73%
Feb 2006 – Feb 2009 |
-1.08%
Mar 2015 – Mar 2020 |
2.46%
Oct 2013 – Oct 2023 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIALX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS A) |
18.84%
Feb 2009 – Feb 2012 |
15.30%
Feb 2009 – Feb 2014 |
8.51%
Feb 2009 – Feb 2019 |
7.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart