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
PISYX (Pioneer Intrinsic Value Fund Class Y) NA 14.41% 13.09% NA NA NA NA
Data as of 06/20/2025, Common starting date is 05/14/2021
More Performance Analytics Comparison
Name Start Date End Date
PISYX (Pioneer Intrinsic Value Fund Class Y) 05/14/2021 06/20/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.60 14.41 13.09 NA NA NA NA 3.54 15.87 9.79 -2.30 6.72
Sharpe Ratio NA 0.62 0.64 NA NA NA NA 0.21 0.98 0.43 -0.18 0.74
Standard Deviation(%) NA 17.95 16.53 NA NA NA NA 22.18 12.53 14.45 20.87 14.63
Draw Down(%) NA 16.01 16.01 NA NA NA NA 15.67 7.74 11.25 19.15 5.84
Yield(%) 0.00 10.26 5.72 3.52 1.76 1.17 0.88 0.00 10.70 2.36 1.91 1.58
Data as of 06/20/2025, Common starting date is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PISYX (Pioneer Intrinsic Value Fund Class Y) 7.23%
Jun 2021 – Jun 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PISYX (Pioneer Intrinsic Value Fund Class Y) 12.38%
Nov 2021 – Nov 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return