Performance Comparison
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.
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