PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


PIONEER BOND FUND PIONEER BOND FUND: CLASS A started on 02/22/1980
PIONEER BOND FUND PIONEER BOND FUND: CLASS A is classified as asset class Intermediate-Term Bond
PIONEER BOND FUND PIONEER BOND FUND: CLASS A expense ratio is 0.44%
PIONEER BOND FUND PIONEER BOND FUND: CLASS A rating is
(57%)

Dividends


PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Dividend Info

PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) dividend growth in the last 12 months is -42.18%

The trailing 12-month yield of PIONEER BOND FUND PIONEER BOND FUND: CLASS A is 2.08%. its dividend history:

Pay Date Cash Amount
Nov 29, 2024 $0.031
Oct 31, 2024 $0.03
Sep 30, 2024 $0.028
Jul 31, 2024 $0.027
Jun 28, 2024 $0.027
May 31, 2024 $0.027
Apr 30, 2024 $0.026
Mar 28, 2024 $0.026
Feb 29, 2024 $0.025
Jan 31, 2024 $0.025
Dec 29, 2023 $0.025
Nov 30, 2023 $0.025
Oct 31, 2023 $0.025
Sep 29, 2023 $0.024
Aug 31, 2023 $0.024
Jul 31, 2023 $0.023
Jun 30, 2023 $0.023
May 31, 2023 $0.023
Apr 28, 2023 $0.023
Mar 31, 2023 $0.023
Feb 28, 2023 $0.022
Jan 31, 2023 $0.019
Dec 30, 2022 $0.018
Nov 30, 2022 $0.018
Oct 31, 2022 $0.017
Sep 30, 2022 $0.017
Aug 31, 2022 $0.016
Jul 29, 2022 $0.014
Jun 30, 2022 $0.012
May 31, 2022 $0.011
Apr 29, 2022 $0.011
Mar 31, 2022 $0.011
Feb 28, 2022 $0.012
Jan 31, 2022 $0.012
Dec 31, 2021 $0.013
Nov 30, 2021 $0.014
Oct 29, 2021 $0.016
Sep 30, 2021 $0.017
Aug 31, 2021 $0.017
Jul 30, 2021 $0.018
Jun 30, 2021 $0.018
May 28, 2021 $0.019
Apr 30, 2021 $0.019
Mar 31, 2021 $0.019
Feb 26, 2021 $0.02
Jan 29, 2021 $0.022
Dec 31, 2020 $0.022
Dec 29, 2020 $0.028
Nov 30, 2020 $0.022
Oct 30, 2020 $0.022
Sep 30, 2020 $0.022
Aug 31, 2020 $0.021
Jul 31, 2020 $0.02
Jun 30, 2020 $0.022
May 29, 2020 $0.023
Apr 30, 2020 $0.022
Mar 31, 2020 $0.021
Feb 28, 2020 $0.022
Jan 31, 2020 $0.023
Dec 31, 2019 $0.022
Dec 26, 2019 $0.0196
Nov 29, 2019 $0.023
Oct 31, 2019 $0.023
Sep 30, 2019 $0.023
Aug 30, 2019 $0.024
Jul 31, 2019 $0.025
Jun 28, 2019 $0.025
May 31, 2019 $0.024
Apr 30, 2019 $0.023
Mar 29, 2019 $0.022
Feb 28, 2019 $0.022
Jan 31, 2019 $0.022
Dec 31, 2018 $0.022
Dec 26, 2018 $0.028
Nov 30, 2018 $0.022
Oct 31, 2018 $0.022
Sep 28, 2018 $0.022
Aug 31, 2018 $0.023
Jul 31, 2018 $0.023
Jun 29, 2018 $0.023
May 31, 2018 $0.023
Apr 30, 2018 $0.022
Mar 29, 2018 $0.021
Feb 28, 2018 $0.021
Jan 31, 2018 $0.021
Dec 29, 2017 $0.022
Dec 26, 2017 $0.013
Nov 30, 2017 $0.022
Oct 31, 2017 $0.022
Sep 29, 2017 $0.022
Aug 31, 2017 $0.022
Jul 31, 2017 $0.022
Jun 30, 2017 $0.023
May 31, 2017 $0.023
Apr 28, 2017 $0.022
Mar 31, 2017 $0.022
Feb 28, 2017 $0.022
Jan 31, 2017 $0.023
Dec 30, 2016 $0.039
Nov 30, 2016 $0.023
Oct 31, 2016 $0.023
Sep 30, 2016 $0.023
Aug 31, 2016 $0.023
Jul 29, 2016 $0.023
Jun 30, 2016 $0.023
May 31, 2016 $0.022
Apr 29, 2016 $0.022
Mar 31, 2016 $0.021
Feb 29, 2016 $0.022
Jan 29, 2016 $0.022
Dec 31, 2015 $0.027
Dec 30, 2015 $0.005
Nov 30, 2015 $0.023
Nov 24, 2015 $0.021
Oct 30, 2015 $0.022
Sep 30, 2015 $0.022
Aug 31, 2015 $0.022
Jul 31, 2015 $0.022
Jun 30, 2015 $0.021
May 29, 2015 $0.021
Apr 30, 2015 $0.021
Mar 31, 2015 $0.022
Feb 27, 2015 $0.023
Jan 30, 2015 $0.023
Dec 31, 2014 $0.035
Nov 28, 2014 $0.025
Nov 24, 2014 $0.043
Oct 31, 2014 $0.024
Sep 30, 2014 $0.023
Aug 29, 2014 $0.026
Jul 31, 2014 $0.024
Jun 30, 2014 $0.024
May 30, 2014 $0.027
Apr 30, 2014 $0.027
Mar 31, 2014 $0.029
Feb 28, 2014 $0.029
Jan 31, 2014 $0.029
Dec 31, 2013 $0.028
Dec 27, 2013 $0.04
Nov 29, 2013 $0.03
Oct 31, 2013 $0.029
Sep 30, 2013 $0.028
Aug 30, 2013 $0.029
Jul 31, 2013 $0.026
Jun 28, 2013 $0.03
May 31, 2013 $0.027
Apr 30, 2013 $0.025
Mar 28, 2013 $0.029
Feb 28, 2013 $0.028
Jan 31, 2013 $0.029
Dec 31, 2012 $0.048
Nov 30, 2012 $0.031
Oct 31, 2012 $0.029
Sep 28, 2012 $0.035
Aug 31, 2012 $0.033
Jul 31, 2012 $0.032
Jun 29, 2012 $0.034
May 31, 2012 $0.032
Apr 30, 2012 $0.033
Mar 30, 2012 $0.035
Feb 29, 2012 $0.035
Jan 31, 2012 $0.034
Dec 30, 2011 $0.057
Nov 30, 2011 $0.036
Nov 29, 2011 $0.05
Oct 31, 2011 $0.036
Sep 30, 2011 $0.036
Aug 31, 2011 $0.032
Jul 29, 2011 $0.036
Jun 30, 2011 $0.036
May 31, 2011 $0.035
Apr 29, 2011 $0.037
Mar 31, 2011 $0.036
Feb 28, 2011 $0.036
Jan 31, 2011 $0.036
Dec 31, 2010 $0.049
Nov 30, 2010 $0.033
Oct 29, 2010 $0.037
Sep 30, 2010 $0.035
Aug 31, 2010 $0.033
Jul 30, 2010 $0.035
Jun 30, 2010 $0.029
May 28, 2010 $0.037
Mar 31, 2010 $0.032
Feb 26, 2010 $0.033
Jan 29, 2010 $0.033
Dec 31, 2009 $0.035
Nov 30, 2009 $0.037
Oct 30, 2009 $0.039
Sep 30, 2009 $0.041
Aug 31, 2009 $0.043
Jul 31, 2009 $0.044
Jun 30, 2009 $0.046
May 29, 2009 $0.046
Apr 30, 2009 $0.046
Mar 31, 2009 $0.046
Feb 27, 2009 $0.045
Jan 30, 2009 $0.045
Dec 31, 2008 $0.083
Nov 28, 2008 $0.042
Nov 24, 2008 $0.11
Oct 31, 2008 $0.041
Sep 30, 2008 $0.037
Aug 29, 2008 $0.039
Jul 31, 2008 $0.038
Jun 30, 2008 $0.038
May 30, 2008 $0.039
Apr 30, 2008 $0.035
Mar 31, 2008 $0.035
Feb 29, 2008 $0.035
Jan 31, 2008 $0.037
Dec 31, 2007 $0.044
Nov 30, 2007 $0.034
Oct 31, 2007 $0.032
Sep 28, 2007 $0.036
Aug 31, 2007 $0.036
Jul 31, 2007 $0.037
Jun 29, 2007 $0.037
May 31, 2007 $0.038
Apr 30, 2007 $0.035
Mar 30, 2007 $0.032
Feb 28, 2007 $0.03
Jan 31, 2007 $0.029
Dec 29, 2006 $0.041
Nov 30, 2006 $0.03
Oct 31, 2006 $0.033
Sep 29, 2006 $0.035
Aug 31, 2006 $0.035
Jul 31, 2006 $0.035
Jun 30, 2006 $0.034
May 31, 2006 $0.032
Apr 28, 2006 $0.032
Mar 31, 2006 $0.03
Feb 28, 2006 $0.028
Jan 31, 2006 $0.031
Dec 30, 2005 $0.042
Nov 30, 2005 $0.03
Oct 31, 2005 $0.029
Sep 30, 2005 $0.035
Aug 31, 2005 $0.035
Jul 29, 2005 $0.037
Jun 30, 2005 $0.036
May 31, 2005 $0.035
Apr 29, 2005 $0.037
Mar 31, 2005 $0.037
Feb 28, 2005 $0.037
Jan 31, 2005 $0.037
Dec 31, 2004 $0.062
Nov 30, 2004 $0.037
Oct 29, 2004 $0.037
Sep 30, 2004 $0.037
Aug 31, 2004 $0.038
Jul 30, 2004 $0.038
Jun 30, 2004 $0.037
May 28, 2004 $0.037
Apr 30, 2004 $0.041
Mar 31, 2004 $0.038
Feb 27, 2004 $0.04
Jan 30, 2004 $0.037
Dec 31, 2003 $0.039
Dec 22, 2003 $0.047
Nov 28, 2003 $0.037
Oct 31, 2003 $0.044
Sep 30, 2003 $0.038
Aug 29, 2003 $0.035
Jul 31, 2003 $0.034
Jun 30, 2003 $0.032
May 30, 2003 $0.04
Apr 30, 2003 $0.04
Mar 31, 2003 $0.044
Feb 28, 2003 $0.043
Jan 31, 2003 $0.042
Dec 31, 2002 $0.04
Nov 29, 2002 $0.039
Oct 31, 2002 $0.037
Sep 30, 2002 $0.036
Aug 30, 2002 $0.036
Jul 31, 2002 $0.036
Jun 28, 2002 $0.036
Mar 28, 2002 $0.045
Feb 28, 2002 $0.044
Jan 31, 2002 $0.044
Dec 31, 2001 $0.046
Nov 30, 2001 $0.045
Oct 31, 2001 $0.044
Sep 28, 2001 $0.045
Aug 31, 2001 $0.05
Jul 31, 2001 $0.051
Jun 29, 2001 $0.048
May 31, 2001 $0.05
Apr 30, 2001 $0.048
Mar 30, 2001 $0.046
Feb 28, 2001 $0.046
Jan 31, 2001 $0.046
Dec 29, 2000 $0.048
Nov 30, 2000 $0.049
Oct 31, 2000 $0.048
Sep 29, 2000 $0.048
Aug 31, 2000 $0.048
Jul 31, 2000 $0.048
Jun 30, 2000 $0.049
May 31, 2000 $0.046
Apr 28, 2000 $0.047
Mar 31, 2000 $0.048
Feb 29, 2000 $0.048
Jan 31, 2000 $0.048
Dec 31, 1999 $0.05
Nov 29, 1999 $0.049
Oct 29, 1999 $0.049
Sep 30, 1999 $0.05
Aug 30, 1999 $0.049
Jul 30, 1999 $0.044
Jun 28, 1999 $0.044
May 28, 1999 $0.043
Apr 30, 1999 $0.045
Mar 31, 1999 $0.045
Feb 26, 1999 $0.047
Jan 29, 1999 $0.048
Dec 31, 1998 $0.049
Nov 30, 1998 $0.049
Oct 30, 1998 $0.048
Sep 30, 1998 $0.047
Aug 31, 1998 $0.049
Jul 31, 1998 $0.05
Jun 30, 1998 $0.048
May 29, 1998 $0.047
Apr 30, 1998 $0.047
Mar 31, 1998 $0.047
Feb 27, 1998 $0.047
Jan 30, 1998 $0.05
Dec 31, 1997 $0.05
Nov 28, 1997 $0.049
Oct 31, 1997 $0.049
Sep 30, 1997 $0.051
Aug 29, 1997 $0.053
Jul 31, 1997 $0.051
Jun 30, 1997 $0.052
May 30, 1997 $0.052
Apr 30, 1997 $0.05
Mar 31, 1997 $0.049
Feb 28, 1997 $0.053
Jan 31, 1997 $0.056
Dec 31, 1996 $0.054
Nov 29, 1996 $0.053
Oct 31, 1996 $0.053
Sep 30, 1996 $0.055
Aug 30, 1996 $0.054
Jul 31, 1996 $0.052
Jun 28, 1996 $0.051
May 31, 1996 $0.054
Apr 30, 1996 $0.054
Mar 29, 1996 $0.053
Feb 29, 1996 $0.052
Jan 31, 1996 $0.054
Dec 29, 1995 $0.054
Nov 30, 1995 $0.053
Oct 31, 1995 $0.053
Sep 29, 1995 $0.053
Aug 31, 1995 $0.055
Jul 31, 1995 $0.055
Jun 30, 1995 $0.055
May 31, 1995 $0.055
Apr 28, 1995 $0.055
Mar 31, 1995 $0.055
Feb 28, 1995 $0.055
Jan 31, 1995 $0.058
Dec 30, 1994 $0.06
Nov 30, 1994 $0.058
Oct 31, 1994 $0.057
Sep 30, 1994 $0.057
Aug 31, 1994 $0.056
Jul 29, 1994 $0.055
Jun 30, 1994 $0.055
May 31, 1994 $0.055
Apr 29, 1994 $0.055
Mar 31, 1994 $0.055
Feb 28, 1994 $0.055
Jan 31, 1994 $0.056
Dec 31, 1993 $0.056
Nov 30, 1993 $0.055
Oct 29, 1993 $0.055
Sep 30, 1993 $0.055
Aug 31, 1993 $0.058
Jul 30, 1993 $0.058
Jun 30, 1993 $0.058
May 28, 1993 $0.058
Apr 30, 1993 $0.058
Mar 24, 1993 $0.058
Feb 19, 1993 $0.058
Jan 22, 1993 $0.059
Dec 24, 1992 $0.059
Nov 23, 1992 $0.059
Oct 23, 1992 $0.059
Sep 23, 1992 $0.059
Aug 24, 1992 $0.059
Jul 24, 1992 $0.06
Jun 23, 1992 $0.06
May 22, 1992 $0.061
Apr 24, 1992 $0.061
Mar 24, 1992 $0.061
Feb 21, 1992 $0.061
Jan 24, 1992 $0.063
Dec 24, 1991 $0.063
Nov 22, 1991 $0.063
Oct 24, 1991 $0.063
Sep 23, 1991 $0.065
Aug 23, 1991 $0.065
Jul 24, 1991 $0.064
Jun 21, 1991 $0.064
May 24, 1991 $0.064
Apr 23, 1991 $0.064
Mar 22, 1991 $0.064
Feb 21, 1991 $0.064
Jan 24, 1991 $0.067
Dec 24, 1990 $0.067
Nov 23, 1990 $0.067
Oct 24, 1990 $0.067
Sep 21, 1990 $0.067
Aug 24, 1990 $0.067
Jul 24, 1990 $0.067
Jun 22, 1990 $0.067
May 24, 1990 $0.067
Apr 23, 1990 $0.066
Mar 23, 1990 $0.066
Feb 21, 1990 $0.066
Jan 24, 1990 $0.066
Dec 22, 1989 $0.066
Nov 22, 1989 $0.068
Oct 24, 1989 $0.068
Sep 22, 1989 $0.068
Aug 24, 1989 $0.068
Jul 24, 1989 $0.068
Jun 23, 1989 $0.068
May 24, 1989 $0.068
Apr 21, 1989 $0.068
Mar 23, 1989 $0.068
Feb 21, 1989 $0.068
Jan 24, 1989 $0.068
Dec 23, 1988 $0.068
Nov 23, 1988 $0.066
Oct 24, 1988 $0.066
Sep 23, 1988 $0.068
Aug 24, 1988 $0.068
Jul 22, 1988 $0.068
Jun 23, 1988 $0.068
May 24, 1988 $0.068
Apr 22, 1988 $0.068
Mar 24, 1988 $0.068
Feb 22, 1988 $0.068
Jan 22, 1988 $0.068
Dec 24, 1987 $0.075
Nov 23, 1987 $0.065
Oct 23, 1987 $0.065
Sep 23, 1987 $0.065
Aug 24, 1987 $0.065
Jul 24, 1987 $0.065
Jun 23, 1987 $0.065
May 22, 1987 $0.065
Apr 23, 1987 $0.065
Mar 16, 1987 $0.065
Feb 20, 1987 $0.065
Jan 23, 1987 $0.065
Dec 19, 1986 $0.07
Nov 21, 1986 $0.07
Oct 24, 1986 $0.075
Sep 19, 1986 $0.075
Aug 22, 1986 $0.075
Jul 18, 1986 $0.075
Jun 20, 1986 $0.08
May 23, 1986 $0.08
Apr 18, 1986 $0.08
Mar 21, 1986 $0.08
Feb 21, 1986 $0.08
Jan 24, 1986 $0.08
Nov 22, 1985 $0.25
Aug 26, 1985 $0.25
May 24, 1985 $0.25
Feb 15, 1985 $0.25
Nov 26, 1984 $0.25
Aug 27, 1984 $0.25
May 16, 1984 $0.25
Feb 17, 1984 $0.25
Nov 21, 1983 $0.25
Aug 22, 1983 $0.25
May 23, 1983 $0.25
Feb 18, 1983 $0.25
Nov 19, 1982 $0.25
Aug 25, 1982 $0.25
May 28, 1982 $0.25
May 24, 1982 $0.25
Feb 22, 1982 $0.25
Nov 23, 1981 $0.25
Aug 24, 1981 $0.25
May 26, 1981 $0.25
Feb 23, 1981 $0.25
Nov 24, 1980 $0.25
Aug 25, 1980 $0.25
May 27, 1980 $0.25
Feb 25, 1980 $0.25

Dividend Growth History for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.272 3.26% -2.51% -
2023 $0.279 3.41% 65.09% -2.51%
2022 $0.169 1.75% -20.28% 26.86%
2021 $0.212 2.07% -26.90% 8.66%
2020 $0.29 2.93% -2.55% -1.59%
2019 $0.2976 3.18% 1.57% -1.78%
2018 $0.293 3.02% 4.64% -1.23%
2017 $0.28 2.91% -2.10% -0.41%
2016 $0.286 3.00% -3.05% -0.63%
2015 $0.295 3.01% -19.18% -0.90%
2014 $0.365 3.80% -3.44% -2.90%
2013 $0.378 3.81% -8.03% -2.95%
2012 $0.411 4.31% -17.64% -3.38%
2011 $0.499 5.23% 29.27% -4.56%
2010 $0.386 4.22% -24.76% -2.47%
2009 $0.513 6.24% -15.76% -4.14%
2008 $0.609 6.57% 45.00% -4.91%
2007 $0.42 4.61% 6.06% -2.52%
2006 $0.396 4.31% -7.26% -2.07%
2005 $0.427 4.55% -10.86% -2.35%
2004 $0.479 5.15% -6.99% -2.79%
2003 $0.515 5.72% 31.04% -2.99%
2002 $0.393 4.49% -30.44% -1.66%
2001 $0.565 6.44% -1.74% -3.13%
2000 $0.575 6.72% 2.13% -3.07%
1999 $0.563 5.96% -2.60% -2.87%
1998 $0.578 6.16% -6.02% -2.86%
1997 $0.615 6.76% -3.76% -2.98%
1996 $0.639 6.65% -2.59% -3.00%
1995 $0.656 7.52% -2.67% -2.99%
1994 $0.674 6.89% -1.75% -2.98%
1993 $0.686 7.23% -4.99% -2.94%
1992 $0.722 7.64% -6.23% -3.00%
1991 $0.77 8.60% -3.75% -3.10%
1990 $0.8 8.80% -1.72% -3.12%
1989 $0.814 9.15% 0.25% -3.08%
1988 $0.812 8.94% 2.78% -2.99%
1987 $0.79 8.22% -14.13% -2.84%
1986 $0.92 9.63% -8.00% -3.16%
1985 $1 11.34% 0.00% -3.28%
1984 $1 11.26% 0.00% -3.20%
1983 $1 11.03% -20.00% -3.13%
1982 $1.25 16.03% 25.00% -3.57%
1981 $1 11.96% 0.00% -2.98%
1980 $1 10.99% - -2.92%

Dividend Growth Chart for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Historical Returns And Risk Info

From 06/21/1996 to 05/13/2025, the compound annualized total return (dividend reinvested) of PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 4.235%. Its cumulative total return (dividend reinvested) is 230.83%.

From 06/21/1996 to 05/13/2025, the Maximum Drawdown of PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 22.0%.

From 06/21/1996 to 05/13/2025, the Sharpe Ratio of PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 0.66.

From 06/21/1996 to 05/13/2025, the Annualized Standard Deviation of PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 5.3%.

From 06/21/1996 to 05/13/2025, the Beta of PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 0.78.

The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PIOBX (PIONEER BOND FUND PIONEER BOND FUND: CLASS A) 0.61% 3.44% 1.00% -0.41% 1.12% 2.42% 3.19% 4.53%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.49% 14.10% 15.10% 17.58% 12.75% 13.45% 10.50% 10.85%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.61% 9.82% 8.49% 8.56% 6.10% 6.92% 6.14% 7.56%

Return Calculator for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
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Retirement Spending Calculator for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX)

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Period (Years):
Investment Portfolio or Fund:
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Rolling Returns


PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 05/13/2025, the worst annualized return of 3-year rolling returns for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is -6.55%.
From 06/21/1996 to 05/13/2025, the worst annualized return of 5-year rolling returns for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is -1.52%.
From 06/21/1996 to 05/13/2025, the worst annualized return of 10-year rolling returns for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 0.62%.
From 06/21/1996 to 05/13/2025, the worst annualized return of 20-year rolling returns for PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) is 3.06%.

Drawdowns


PIONEER BOND FUND PIONEER BOND FUND: CLASS A (PIOBX) Maximum Drawdown




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