Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIORX (Pioneer Fund Class) | 14.77% | 18.32% | 17.54% | 10.61% | 11.14% | 11.57% | 8.64% | 9.12% |
Data as of 07/25/2025, AR inception is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIORX (Pioneer Fund Class) | 06/19/2003 | 07/25/2025 |
| 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 18.32 | 17.54 | 10.61 | 11.14 | 11.57 | 8.64 | 9.12 | 14.77 | 7.89 | 25.16 | -22.50 | 9.16 | 16.98 | 30.49 | -1.85 | 21.23 | 9.18 | -0.79 | 10.64 | 32.50 | 9.41 | -4.85 | 15.31 | 23.96 | -34.35 | 4.67 | 16.23 | 6.27 | 11.40 | 13.38 |
| Sharpe Ratio | NA | 0.68 | 0.73 | 0.42 | 0.49 | NA | NA | 0.40 | 0.96 | 0.07 | 1.32 | -0.92 | 0.41 | 0.50 | 2.47 | -0.19 | 3.03 | 0.72 | -0.05 | 0.42 | 2.90 | 0.70 | -0.20 | 0.84 | 0.93 | -0.93 | 0.11 | 1.28 | 0.40 | 0.96 | 2.14 |
| Standard Deviation(%) | NA | 22.32 | 19.49 | 20.83 | 19.78 | NA | NA | 19.73 | 25.96 | 19.02 | 15.96 | 25.98 | 22.31 | 33.61 | 11.76 | 16.56 | 6.82 | 12.54 | 15.21 | 25.32 | 11.18 | 13.41 | 23.97 | 18.16 | 25.73 | 37.99 | 15.70 | 10.14 | 10.27 | 10.85 | 12.07 |
| Draw Down(%) | NA | 21.59 | 21.59 | 36.74 | 36.74 | NA | NA | 53.46 | 21.59 | 16.05 | 11.61 | 26.79 | 18.56 | 30.18 | 5.76 | 16.66 | 3.01 | 9.30 | 12.53 | 18.15 | 5.59 | 11.64 | 22.58 | 16.54 | 27.63 | 44.05 | 9.58 | 7.66 | 7.01 | 7.59 | 4.38 |
| Yield(%) | 0.00 | 12.41 | 5.84 | 3.57 | 7.57 | 9.16 | 6.70 | 7.87 | 0.00 | 14.88 | 0.47 | 0.05 | 0.00 | 0.14 | 10.66 | 12.68 | 20.59 | 18.37 | 12.30 | 17.09 | 11.10 | 24.55 | 0.82 | 0.58 | 1.07 | 2.73 | 8.16 | 7.14 | 1.13 | 0.72 | 0.69 |
Data as of 07/25/2025, AR inception is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIORX (Pioneer Fund Class) |
-14.10%
Feb 2006 - Feb 2009 |
-5.42%
Feb 2004 - Feb 2009 |
4.60%
Oct 2006 - Oct 2016 |
5.30%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIORX (Pioneer Fund Class) |
21.48%
Oct 2018 - Oct 2021 |
19.54%
Feb 2009 - Feb 2014 |
15.01%
Sep 2011 - Sep 2021 |
12.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart