Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PWREX (PIONEER REAL ESTATE SHARES PIONEER REAL ESTATE SHARES: CLASS A) | NA | -1,198,605.65% | nan% | nan% | nan% | nan% | nan% | nan% |
Data as of 05/18/2023, AR inception is 12/15/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWREX (PIONEER REAL ESTATE SHARES PIONEER REAL ESTATE SHARES: CLASS A) | 12/15/1993 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1,198,605.65 | nan | nan | nan | nan | nan | nan | 7.43 | -29.03 | 35.62 | -6.90 | 28.04 | -7.55 | 3.20 | 6.10 | 4.26 | 29.63 | 1.13 | 15.74 | 8.89 | 28.52 | 30.15 | -38.31 | -19.40 | 35.79 | 14.79 | 36.54 | 33.27 | 3.61 | 7.47 | 29.31 | -4.70 | -19.77 | 19.73 | 36.45 | 12.09 | 0.01 | 3.29 |
| Sharpe Ratio | NA | -0.15 | 0.38 | 0.16 | 0.18 | NA | NA | 0.28 | 0.75 | -1.28 | 2.10 | -0.17 | 2.15 | -0.60 | 0.25 | 0.35 | 0.25 | 2.73 | 0.07 | 1.20 | 0.30 | 1.05 | 0.45 | -0.52 | -0.86 | 2.23 | 0.82 | 2.15 | 2.76 | 0.17 | 0.49 | 2.24 | -0.75 | -1.42 | 1.59 | 5.01 | 1.11 | -0.32 | 9.99 |
| Standard Deviation(%) | NA | 22.95 | 21.39 | 25.03 | 20.46 | NA | NA | 25.15 | 21.36 | 23.82 | 16.99 | 42.75 | 12.39 | 14.76 | 10.42 | 16.56 | 16.80 | 10.85 | 15.18 | 13.20 | 29.22 | 26.98 | 66.16 | 74.66 | 26.10 | 14.62 | 15.33 | 16.57 | 11.80 | 14.98 | 10.76 | 11.26 | 10.58 | 16.28 | 10.15 | 6.52 | 7.45 | 9.12 | 10.77 |
| Draw Down(%) | NA | 22.02 | 34.74 | 41.68 | 41.68 | NA | NA | 74.26 | 14.37 | 34.74 | 8.69 | 41.68 | 6.45 | 13.56 | 6.24 | 14.44 | 16.23 | 7.48 | 17.63 | 9.10 | 22.46 | 15.75 | 41.95 | 64.08 | 30.61 | 9.53 | 10.53 | 16.79 | 7.17 | 18.04 | 11.80 | 8.71 | 20.05 | 31.00 | 10.62 | 2.78 | 6.69 | 17.36 | 0.52 |
| Yield(%) | 0.00 | 88.96 | 39.11 | 22.65 | 12.86 | 10.82 | 15.50 | 17.08 | 99.96 | 3.63 | 5.24 | 2.67 | 24.62 | 38.37 | 7.77 | 9.84 | 13.04 | 8.76 | 1.96 | 2.03 | 1.99 | 2.60 | 3.83 | 3.45 | 14.30 | 7.43 | 9.17 | 9.91 | 4.76 | 4.22 | 4.96 | 5.30 | 4.77 | 4.85 | 4.75 | 6.17 | 6.15 | 4.91 | 0.60 |
Data as of 05/18/2023, AR inception is 12/15/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWREX (PIONEER REAL ESTATE SHARES PIONEER REAL ESTATE SHARES: CLASS A) |
-26.39%
Mar 2006 - Mar 2009 |
-8.52%
Mar 2004 - Mar 2009 |
2.88%
Feb 1999 - Feb 2009 |
3.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWREX (PIONEER REAL ESTATE SHARES PIONEER REAL ESTATE SHARES: CLASS A) |
43.26%
Mar 2009 - Mar 2012 |
28.59%
Feb 2009 - Feb 2014 |
17.36%
Mar 2009 - Mar 2019 |
12.66%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart