Pioneer Core Equity Fund (PIOTX)

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Pioneer Core Equity Fund (PIOTX) is up 8.7% since the beginning of the year. PIOTX is currently trading at $26 per share. Investors who bought $1,000 worth of PIOTX shares 5 years ago would now be looking at an investment worth $1,605.

Pioneer Core Equity Fund (PIOTX) has returned 8.66% so far this year and 22.80% over the past 12 months. Over the last ten years, PIOTX has had an annualized return of 13.62%, just under the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since May 31, 1996, PIOTX's average daily return is +0.13%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2002 with a return of +42.4%, while the worst month was Dec 1999 at -41.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PIOTX closed higher 52% of trading days. The best single day was Nov 22, 2002 with a return of +158.5%, while the worst single day was Sep 18, 2001 at -54.9%.

Pioneer Core Equity Fund has an annualized alpha of 26.36%, beta of 0.83, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since May 31, 1996.

• This fund captured 103.12% of S&P 500 Index gains but only 95.51% of its losses - a favorable profile for investors.
• R2 of 0.04 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PIOTX has an expense ratio of 0.88%, placing it in the medium range.

PIOTX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Pioneer Core Equity Fund provided a 6.93% dividend yield over the last twelve months, with an annual payout of $1.84 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Pioneer Core Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Pioneer Core Equity 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 Core Equity Fund was 66.24%, occurring on Oct 7, 2002. Recovery took 34 trading sessions.

The current Pioneer Core Equity Fund drawdown is 2.72%.

The chart below shows the rolling one-month volatility.