Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PQIRX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R) | 0.03% | 6.81% | -3.65% | 2.03% | 3.94% | 7.38% | 5.56% | 6.70% |
Data as of 06/03/2025, AR inception is 06/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQIRX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R) | 06/20/2003 | 06/03/2025 |
| 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 (%) | -0.24 | 6.81 | -3.65 | 2.03 | 3.94 | 7.38 | 5.56 | 6.70 | 0.03 | -17.95 | -8.16 | -16.97 | 15.54 | -0.52 | 24.95 | -9.33 | 14.56 | 18.72 | -0.11 | 12.48 | 28.42 | 9.52 | 6.06 | 18.98 | 10.90 | -30.14 | 0.09 | 23.23 | 5.26 | 16.19 | 11.99 |
| Sharpe Ratio | NA | -0.67 | -0.64 | -0.23 | -0.03 | NA | NA | 0.19 | -0.17 | -0.76 | -0.61 | -0.84 | 0.92 | -0.02 | 2.01 | -0.75 | 1.97 | 1.49 | -0.01 | 1.23 | 2.70 | 0.81 | 0.26 | 1.07 | 0.41 | -0.77 | -0.18 | 2.12 | 0.29 | 1.55 | 2.27 |
| Standard Deviation(%) | NA | 35.43 | 26.11 | 23.28 | 21.02 | NA | NA | 19.79 | 25.51 | 32.14 | 20.51 | 21.86 | 16.95 | 35.48 | 11.71 | 14.20 | 7.11 | 12.42 | 13.62 | 10.11 | 10.52 | 11.85 | 23.12 | 17.61 | 26.11 | 40.27 | 16.37 | 9.44 | 10.58 | 9.84 | 10.18 |
| Draw Down(%) | NA | 38.71 | 42.27 | 48.21 | 48.21 | NA | NA | 54.19 | 16.98 | 31.48 | 18.82 | 20.47 | 12.95 | 37.98 | 6.86 | 18.60 | 3.57 | 8.94 | 9.55 | 7.66 | 5.97 | 9.42 | 18.00 | 12.17 | 29.35 | 43.82 | 12.82 | 4.89 | 7.55 | 5.85 | 3.44 |
| Yield(%) | 0.00 | 30.41 | 9.07 | 7.10 | 6.83 | 9.41 | 6.82 | 8.48 | 0.48 | 31.20 | 1.19 | 1.27 | 1.18 | 1.21 | 4.32 | 5.87 | 5.19 | 13.32 | 8.80 | 11.54 | 5.98 | 3.51 | 1.67 | 1.67 | 1.99 | 2.07 | 7.82 | 11.93 | 5.69 | 1.59 | 1.47 |
Data as of 06/03/2025, AR inception is 06/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIRX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R) |
-12.96%
Feb 2006 - Feb 2009 |
-3.96%
Feb 2004 - Feb 2009 |
3.63%
Apr 2015 - Apr 2025 |
5.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIRX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R) |
22.70%
Feb 2009 - Feb 2012 |
20.20%
Feb 2009 - Feb 2014 |
14.37%
Feb 2009 - Feb 2019 |
9.37%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart