Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PYEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS Y) -2.81% -24.08% -12.33% -2.35% 1.23% 5.43% 4.54% 4.33%
More Performance Analytics Comparison
Name Start Date End Date
PYEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS Y) 09/22/1998 05/09/2025
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 09/22/1998.
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 2002 2001 2000 1999 1998
Annualized Return (%) 0.25 -24.08 -12.33 -2.35 1.23 5.43 4.54 4.33 -2.81 -17.36 -7.72 -16.52 16.12 0.09 25.76 -8.70 15.27 19.46 0.53 13.23 29.26 10.20 6.82 19.65 11.73 -29.71 0.63 23.92 5.89 17.86 23.76 -17.59 -6.81 4.63 -4.94 10.55
Sharpe Ratio NA -0.83 -0.66 -0.20 -0.02 NA NA 0.14 -0.48 -0.74 -0.59 -0.82 0.95 0.00 2.08 -0.71 2.07 1.55 0.04 1.31 2.77 0.86 0.29 1.11 0.45 -0.76 -0.14 2.19 0.35 1.72 1.66 -0.85 -0.67 0.03 -0.52 2.36
Standard Deviation(%) NA 34.86 26.17 23.33 20.93 NA NA 19.41 24.41 32.45 20.60 21.90 17.00 35.48 11.69 14.18 7.10 12.41 13.63 10.11 10.54 11.85 23.10 17.61 26.10 40.32 16.41 9.45 10.59 9.84 13.94 21.96 13.85 17.91 15.70 17.17
Draw Down(%) NA 38.67 42.08 47.33 47.33 NA NA 53.72 17.06 31.67 18.73 20.14 12.97 37.88 6.77 18.08 3.48 8.92 9.40 7.48 5.90 9.31 17.93 12.17 29.29 43.61 12.60 4.84 7.46 4.99 14.71 31.36 17.44 13.17 15.06 6.29
Yield(%) 0.00 1.46 1.63 2.10 4.80 7.26 5.97 5.47 0.00 2.04 1.78 1.86 1.84 1.73 5.00 6.76 5.92 14.08 9.46 12.27 6.76 4.18 2.42 2.26 2.66 2.68 8.36 12.55 6.31 3.03 2.59 1.22 0.47 2.39 1.98 1.04
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS Y) -13.97%
Dec 2021 - Dec 2024
-5.84%
Dec 2019 - Dec 2024
-1.52%
Feb 1999 - Feb 2009
4.99%
Nov 1998 - Nov 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYEQX (PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS Y) 23.54%
Feb 2009 - Feb 2012
21.01%
Feb 2009 - Feb 2014
15.12%
Feb 2009 - Feb 2019
10.83%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart