Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPHTX (Pioneer High Income Trust) | NA | 6.25% | 11.36% | 6.56% | 5.00% | 3.04% | 1.47% | … | … |
Data as of 12/01/2025, Common starting date is 06/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPHTX (Pioneer High Income Trust) | 06/24/2002 | 12/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.25 | 11.36 | 6.56 | 5.00 | 3.04 | 1.47 | … | … | 7.21 | 11.59 | 17.33 | -13.85 | 9.97 | 1.90 | 18.44 | -7.08 | 6.23 | 10.51 | -20.64 | -3.18 | 14.00 | 10.44 | -8.21 | 10.16 | 71.23 | -49.52 | -10.85 | 2.98 | -5.52 | 4.12 | 24.69 | -5.80 |
| Sharpe Ratio | NA | 0.75 | 1.69 | 0.81 | 0.49 | NA | NA | … | … | 1.06 | 2.45 | 2.37 | -1.89 | 4.05 | 0.10 | 4.69 | -2.29 | 1.77 | 1.55 | -3.48 | -0.81 | 4.64 | 2.36 | -1.27 | 1.94 | 7.36 | -4.50 | -2.56 | -0.12 | -1.74 | 0.68 | 4.59 | -1.34 |
| Standard Deviation(%) | NA | 4.58 | 4.71 | 5.28 | 7.09 | NA | NA | … | … | 4.69 | 3.26 | 5.82 | 8.12 | 2.46 | 16.48 | 3.62 | 3.70 | 3.17 | 6.65 | 5.93 | 3.94 | 3.01 | 4.43 | 6.49 | 5.20 | 9.66 | 11.19 | 5.48 | 3.58 | 4.48 | 4.62 | 5.22 | 8.83 |
| Draw Down(%) | NA | 5.71 | 5.71 | 17.38 | 34.43 | NA | NA | … | … | 5.71 | 1.61 | 4.99 | 17.36 | 1.38 | 34.43 | 2.09 | 8.97 | 2.59 | 8.28 | 22.21 | 13.09 | 4.54 | 4.59 | 16.70 | 6.74 | 13.06 | 50.59 | 14.30 | 3.12 | 7.05 | 7.58 | 5.20 | 14.97 |
| Yield(%) | 0.00 | 5.23 | 7.71 | 7.33 | 5.85 | 4.64 | 2.97 | … | … | 4.64 | 8.24 | 8.89 | 7.78 | 8.39 | 8.10 | 8.76 | 6.66 | 3.11 | 0.00 | 0.00 | 11.94 | 12.03 | 2.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/01/2025, Common starting date is 06/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHTX (Pioneer High Income Trust) |
-24.07%
Mar 2006 – Mar 2009 |
-15.30%
Mar 2004 – Mar 2009 |
-3.16%
Feb 2006 – Feb 2016 |
-2.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHTX (Pioneer High Income Trust) |
24.00%
Mar 2009 – Mar 2012 |
18.67%
Mar 2009 – Mar 2014 |
7.40%
Mar 2009 – Mar 2019 |
6.65%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart