Pioneer Balanced ESG Fund (AYBLX)
The fund applies environmental, social and governance (ESG) criteria to its investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of issuers that the investment adviser believes adhere to the fund's ESG criteria.
Fund Info
US72387P4037
72387P403
Dec 15, 1991
$5,000,000
Large-Cap
Blend
Expense Ratio
AYBLX features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Balanced ESG Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pioneer Balanced ESG Fund had a return of 3.25% year-to-date (YTD) and 10.55% in the last 12 months. Over the past 10 years, Pioneer Balanced ESG Fund had an annualized return of 3.97%, while the S&P 500 had an annualized return of 11.31%, indicating that Pioneer Balanced ESG Fund did not perform as well as the benchmark.
AYBLX
3.25%
1.33%
2.66%
10.55%
4.98%
3.97%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of AYBLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.89% | 3.25% | |||||||||||
| 2024 | 1.35% | 2.28% | 2.98% | -3.63% | 2.92% | 1.28% | 0.73% | 1.80% | 1.51% | -1.67% | 2.85% | -3.24% | 9.24% |
| 2023 | 4.92% | -2.81% | 1.95% | 0.85% | -0.42% | 3.90% | 2.24% | -1.00% | -3.23% | -2.30% | 7.16% | 4.32% | 16.04% |
| 2022 | -3.35% | -1.41% | 0.10% | -6.58% | 0.51% | -5.89% | 5.41% | -3.08% | -7.12% | 4.35% | 4.28% | -3.01% | -15.59% |
| 2021 | -1.15% | 2.04% | 2.10% | 3.75% | 1.17% | 0.81% | 1.15% | 1.49% | -2.17% | 3.02% | -7.84% | 3.61% | 7.66% |
| 2020 | 0.73% | -4.64% | -10.25% | 9.83% | 2.87% | 1.50% | 4.14% | 3.27% | -2.18% | -1.22% | 4.93% | 2.13% | 10.09% |
| 2019 | 5.14% | 2.50% | 1.78% | 2.63% | -2.88% | 4.62% | 1.80% | 0.42% | 0.93% | 0.82% | -2.86% | 1.59% | 17.41% |
| 2018 | 2.61% | -2.24% | -1.46% | 0.11% | 1.17% | -0.11% | 2.32% | 1.75% | -0.30% | -4.49% | -5.02% | -5.24% | -10.79% |
| 2017 | 1.53% | 2.38% | -0.10% | 1.27% | 0.63% | 0.62% | 0.94% | 1.03% | 1.53% | 1.21% | -5.09% | 1.23% | 7.21% |
| 2016 | -2.95% | -0.70% | 4.24% | -0.11% | 1.25% | 0.34% | 2.47% | 0.00% | -0.11% | -1.32% | 0.89% | 1.74% | 5.70% |
| 2015 | -0.87% | 3.61% | -0.64% | 0.21% | 0.85% | -1.37% | 1.18% | -4.36% | -2.46% | 4.58% | -1.64% | -1.25% | -2.46% |
| 2014 | -0.75% | 3.56% | 0.10% | 0.73% | 2.19% | 1.84% | -1.31% | 2.96% | -1.59% | 1.52% | -6.99% | -0.35% | 1.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AYBLX is 59, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Balanced ESG Fund (AYBLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Balanced ESG Fund provided a 2.15% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.23 | $0.16 | $0.17 | $0.17 | $0.19 | $0.20 | $0.20 | $0.20 | $0.19 | $0.26 |
Dividend yield | 2.15% | 2.22% | 2.25% | 1.79% | 1.50% | 1.61% | 1.99% | 2.43% | 2.06% | 2.16% | 2.12% | 2.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Balanced ESG Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.25 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.16 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.17 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.20 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.20 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.19 |
| 2014 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.26 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Balanced ESG Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pioneer Balanced ESG Fund was 47.90%, occurring on Mar 9, 2009. Recovery took 1028 trading sessions.
The current Pioneer Balanced ESG Fund drawdown is 0.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.9% | Nov 30, 1998 | 2586 | Mar 9, 2009 | 1028 | Apr 10, 2013 | 3614 |
| -25.14% | Nov 10, 2021 | 234 | Oct 14, 2022 | 434 | Jul 10, 2024 | 668 |
| -24.24% | Feb 18, 2020 | 25 | Mar 23, 2020 | 93 | Aug 4, 2020 | 118 |
| -22.31% | Nov 25, 2013 | 557 | Feb 11, 2016 | 936 | Oct 30, 2019 | 1493 |
| -8.68% | Jul 9, 1998 | 38 | Aug 31, 1998 | 45 | Nov 2, 1998 | 83 |
Volatility
Volatility Chart
The current Pioneer Balanced ESG Fund volatility is 2.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.