Pioneer Core Equity Fund (PIOTX)
Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities, primarily of U.S. issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers, including up to 5% of its total assets in the securities of emerging markets issuers.
Fund Info
| ISIN | US7240101037 |
|---|---|
| CUSIP | 724010103 |
| Issuer | Amundi US |
| Inception Date | Nov 18, 1999 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
PIOTX has a high expense ratio of 0.88%, indicating higher-than-average management fees.
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 Core Equity 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 Core Equity Fund had a return of 8.00% year-to-date (YTD) and 23.27% in the last 12 months. Over the past 10 years, Pioneer Core Equity Fund had an annualized return of 11.03%, while the S&P 500 benchmark had an annualized return of 10.97%, indicating that Pioneer Core Equity Fund performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.00% | 11.29% |
| 1 month | 3.70% | 4.87% |
| 6 months | 14.24% | 17.88% |
| 1 year | 23.27% | 29.16% |
| 5 years (annualized) | 12.81% | 13.20% |
| 10 years (annualized) | 11.03% | 10.97% |
Monthly Returns
The table below presents the monthly returns of PIOTX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.35% | 4.13% | 2.65% | -4.18% | 8.00% | ||||||||
| 2023 | 7.25% | -2.84% | 0.69% | 0.47% | -0.52% | 6.70% | 3.66% | -1.57% | -5.77% | -2.31% | 7.70% | 4.41% | 18.18% |
| 2022 | -3.46% | -1.73% | 1.76% | -9.43% | 1.08% | -9.63% | 7.55% | -3.48% | -10.26% | 8.91% | 7.01% | -4.58% | -17.27% |
| 2021 | -2.48% | 4.18% | 4.80% | 5.41% | 0.63% | 1.65% | 1.62% | 2.93% | -4.65% | 4.88% | -0.88% | 5.69% | 25.81% |
| 2020 | 0.15% | -8.16% | -11.84% | 13.00% | 4.03% | 2.33% | 5.81% | 5.97% | -2.70% | -1.48% | 11.60% | 3.41% | 20.98% |
| 2019 | 8.54% | 3.47% | 1.79% | 4.83% | -7.23% | 6.83% | 1.74% | -2.08% | 1.75% | 3.02% | 2.95% | 2.92% | 31.42% |
| 2018 | 5.93% | -3.17% | -1.99% | 0.43% | 1.64% | -0.19% | 3.70% | 1.05% | 0.14% | -7.41% | 2.03% | -9.71% | -8.32% |
| 2017 | 2.61% | 3.84% | 0.16% | 1.61% | 1.38% | 0.91% | 1.25% | 1.28% | 3.56% | 1.65% | 3.41% | 0.84% | 24.89% |
| 2016 | -4.88% | -1.88% | 5.93% | -1.81% | 2.21% | 0.06% | 3.90% | -0.06% | -0.46% | -1.28% | 4.99% | 1.91% | 8.40% |
| 2015 | -3.61% | 5.56% | -1.32% | 0.70% | 1.78% | -2.32% | 2.55% | -6.72% | -3.21% | 8.25% | -0.06% | -2.18% | -1.49% |
| 2014 | -3.18% | 4.93% | -0.19% | -0.69% | 2.59% | 2.22% | -1.93% | 4.18% | -1.65% | 1.86% | 2.30% | -0.12% | 10.44% |
| 2013 | 6.25% | 0.72% | 3.71% | 2.59% | 2.38% | -1.85% | 5.65% | -2.53% | 3.25% | 4.13% | 3.29% | 2.84% | 34.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PIOTX is 66, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
PIOTX (Pioneer Core Equity Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Core Equity Fund granted a 2.62% dividend yield in the last twelve months. The annual payout for that period amounted to $0.59 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.59 | $0.59 | $1.28 | $4.77 | $1.93 | $0.62 | $3.14 | $1.86 | $0.20 | $0.12 | $0.16 | $0.21 |
Dividend yield | 2.62% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% | 0.94% | 1.36% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.22 | $0.59 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.16 | $1.28 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.65 | $0.12 | $4.77 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.78 | $0.15 | $1.93 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.15 | $0.62 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.00 | $0.14 | $3.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $0.16 | $1.86 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2013 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
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 59.58%, occurring on Mar 9, 2009. Recovery took 1187 trading sessions.
The current Pioneer Core Equity Fund drawdown is 0.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.58% | Oct 10, 2007 | 354 | Mar 9, 2009 | 1187 | Nov 22, 2013 | 1541 |
| -42.17% | Oct 6, 1987 | 44 | Dec 4, 1987 | 1061 | Dec 30, 1991 | 1105 |
| -40.82% | Oct 8, 1997 | 262 | Oct 8, 1998 | 1572 | Dec 30, 2004 | 1834 |
| -31.79% | Feb 13, 2020 | 27 | Mar 23, 2020 | 94 | Aug 5, 2020 | 121 |
| -26.49% | Jan 5, 2022 | 186 | Sep 30, 2022 | 336 | Feb 2, 2024 | 522 |
Volatility
Volatility Chart
The current Pioneer Core Equity Fund volatility is 3.22%, 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.