Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AYBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS Y) | -3.25% | 1.67% | 4.28% | 5.53% | 5.34% | 6.94% | 5.37% | 5.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AYBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS Y) | 09/12/1997 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 09/12/1997.
AR inception is since 09/12/1997.
| 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.00 | 1.67 | 4.28 | 5.53 | 5.34 | 6.94 | 5.37 | 5.64 | -3.25 | 9.23 | 16.04 | -15.59 | 7.66 | 10.09 | 22.22 | -4.43 | 15.19 | 6.20 | -0.53 | 10.88 | 19.17 | 10.66 | 1.87 | 10.23 | 27.86 | -24.60 | 5.27 | 11.93 | -15.07 | 7.24 | 15.87 | -6.79 | 4.88 | 10.46 | 1.34 | 13.51 | 3.17 |
| Sharpe Ratio | NA | -0.33 | -0.01 | 0.25 | 0.31 | NA | NA | 0.34 | -0.81 | 0.30 | 1.36 | -1.13 | 0.73 | 0.47 | 2.75 | -0.56 | 3.40 | 0.78 | -0.06 | 1.46 | 2.59 | 1.33 | 0.13 | 0.91 | 1.84 | -1.18 | 0.26 | 1.33 | -0.82 | 0.92 | 1.75 | -0.69 | 0.34 | 0.79 | -0.24 | 1.14 | 0.37 |
| Standard Deviation(%) | NA | 12.26 | 11.90 | 11.65 | 11.56 | NA | NA | 11.66 | 17.28 | 8.71 | 8.73 | 15.14 | 10.46 | 20.83 | 7.56 | 10.21 | 4.29 | 7.67 | 9.95 | 7.45 | 7.40 | 8.03 | 14.32 | 11.13 | 15.11 | 21.62 | 8.74 | 6.54 | 20.92 | 6.86 | 8.66 | 11.45 | 7.71 | 8.05 | 7.88 | 8.94 | 19.90 |
| Draw Down(%) | NA | 13.79 | 13.79 | 25.14 | 25.14 | NA | NA | 37.19 | 13.25 | 5.66 | 7.10 | 20.26 | 10.23 | 24.24 | 2.99 | 12.09 | 1.47 | 6.58 | 8.64 | 5.48 | 5.24 | 6.86 | 13.76 | 11.11 | 14.69 | 32.88 | 5.79 | 3.94 | 18.87 | 5.57 | 7.48 | 14.59 | 8.08 | 5.37 | 8.22 | 8.68 | 7.94 |
| Yield(%) | 0.00 | 1.83 | 2.04 | 2.07 | 4.05 | 6.00 | 4.74 | 4.96 | 0.00 | 2.39 | 2.55 | 1.49 | 1.61 | 1.72 | 6.93 | 8.65 | 9.85 | 2.75 | 3.95 | 12.00 | 21.69 | 5.34 | 2.92 | 2.73 | 3.74 | 3.52 | 14.56 | 12.24 | 1.27 | 1.92 | 2.21 | 3.80 | 6.02 | 13.79 | 15.45 | 11.38 | 7.57 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS Y) |
-9.16%
Oct 2005 - Oct 2008 |
-6.59%
Feb 2004 - Feb 2009 |
-0.49%
Feb 1999 - Feb 2009 |
4.09%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYBLX (PIONEER CLASSIC BALANCED FUND PIONEER CLASSIC BALANCED FUND: CLASS Y) |
18.94%
Feb 2009 - Feb 2012 |
16.49%
Feb 2009 - Feb 2014 |
11.24%
Feb 2009 - Feb 2019 |
9.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart