Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQIRX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R) | 10.42% | 22.05% | 13.33% | 3.30% | 7.05% | 8.47% | 6.91% | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 22.05 | 13.33 | 3.30 | 7.05 | 8.47 | 6.91 | … | … | 10.42 | 10.82 | 10.69 | 6.88 | -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 | 1.65 | 0.75 | 0.05 | 0.31 | NA | NA | … | … | 1.85 | 0.47 | 0.61 | 0.25 | -0.84 | 0.92 | -0.02 | 2.00 | -0.76 | 1.96 | 1.49 | -0.01 | 1.23 | 2.70 | 0.80 | 0.26 | 1.07 | 0.41 | -0.77 | -0.19 | 2.11 | 0.28 | 1.55 | 2.27 |
| Standard Deviation(%) | NA | 11.40 | 13.77 | 16.33 | 17.72 | NA | NA | … | … | 12.17 | 16.95 | 11.69 | 13.05 | 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 | 8.01 | 16.93 | 27.24 | 37.98 | NA | NA | … | … | 8.01 | 16.60 | 7.90 | 12.01 | 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 | 8.32 | 16.79 | 8.38 | 8.19 | 9.43 | 7.38 | … | … | 0.37 | 8.41 | 31.20 | 15.30 | 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 06/04/2026, Common starting date 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 |
4.95%
Oct 2013 – Oct 2023 |
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 |
10.48%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart