Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PIDCX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS C) 7.35% 20.21% 14.79% 4.33% 5.58% 5.03% 4.41%
Data as of 06/04/2026, Common starting date is 12/27/2004
More Performance Analytics Comparison
Name Start Date End Date
PIDCX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS C) 12/27/2004 06/04/2026
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 (%) 0.89 20.21 14.79 4.33 5.58 5.03 4.41 7.35 16.45 7.48 10.90 -19.07 8.50 8.30 14.47 -11.91 11.81 2.68 -2.65 3.53 15.34 9.42 -2.83 11.17 27.89 -30.73 4.42 9.68 3.13 -1.60
Sharpe Ratio NA 2.61 1.56 0.18 0.38 NA NA 1.78 1.43 0.14 1.01 -1.20 0.97 0.43 2.02 -1.62 2.86 0.32 -0.34 0.45 2.13 1.13 -0.19 1.03 1.66 -1.18 0.14 0.88 0.15 -4.38
Standard Deviation(%) NA 6.93 7.42 10.24 10.32 NA NA 8.45 9.71 6.36 6.66 17.05 8.73 18.80 6.48 8.18 3.93 7.86 7.81 7.90 7.19 8.39 14.73 10.80 16.78 26.64 10.15 7.35 6.41 14.91
Draw Down(%) NA 5.61 8.88 22.14 26.31 NA NA 5.61 8.88 3.97 5.50 20.92 4.56 26.31 4.23 15.39 1.09 7.92 8.64 6.04 5.97 7.72 15.27 9.35 17.62 38.78 6.79 7.24 4.18 1.79
Yield(%) 0.00 6.20 5.39 3.53 3.69 3.74 3.47 0.00 6.80 5.04 3.97 2.39 3.22 1.67 6.74 4.59 1.34 1.60 9.12 2.51 1.51 1.71 1.87 1.43 3.04 5.91 5.83 2.29 0.15 0.10
Data as of 06/04/2026, 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
PIDCX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS C) -11.40%
Feb 2006 – Feb 2009
-1.75%
Mar 2015 – Mar 2020
1.59%
Oct 2013 – Oct 2023
1.97%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIDCX (PIONEER SOLUTIONS – BALANCED FUND PIONEER SOLUTIONS – BALANCED FUND: CLASS C) 17.98%
Feb 2009 – Feb 2012
14.47%
Feb 2009 – Feb 2014
7.75%
Feb 2009 – Feb 2019
6.14%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return