- ISIN
- US72366V4059
- CUSIP
- 72366V405
- Issuer
- Amundi
- Inception Date
- Jul 25, 1990
- Region
- North America (U.S.)
- Category
- Large Cap Value Equities
- Min. Investment
- $5,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
PYEQX Performance Chart
Pioneer Equity Income Y (PYEQX) is up 8.8% since the beginning of the year. PYEQX is currently trading at $27 per share. Investors who bought $1,000 worth of PYEQX shares 5 years ago would now be looking at an investment worth $1,499.
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Returns By Period
Pioneer Equity Income Y (PYEQX) has returned 8.82% so far this year and 18.81% over the past 12 months. Over the last ten years, PYEQX has returned 9.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Pioneer Equity Income Y
- 1D
- -0.40%
- 1M
- -0.61%
- YTD
- 8.82%
- 6M
- 8.23%
- 1Y
- 18.81%
- 3Y*
- 12.15%
- 5Y*
- 8.43%
- 10Y*
- 9.49%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PYEQX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1999, PYEQX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Oct 2008 at -16.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, PYEQX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -11.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.50% | 2.49% | -3.17% | 3.97% | 1.87% | -0.94% | 8.82% | ||||||
| 2025 | 4.42% | 1.85% | -3.82% | -6.21% | 4.38% | 4.54% | -0.12% | 3.19% | -0.41% | -0.04% | 2.17% | 1.55% | 11.46% |
| 2024 | -0.52% | 2.75% | 5.77% | -4.45% | 1.36% | -0.99% | 4.06% | 2.80% | 0.75% | 0.30% | 6.12% | -6.27% | 11.46% |
| 2023 | 4.24% | -2.21% | -1.19% | 0.24% | -4.13% | 7.10% | 2.89% | -3.23% | -3.58% | -4.08% | 6.88% | 5.40% | 7.54% |
| 2022 | -2.91% | -1.26% | 2.42% | -5.00% | 2.12% | -8.91% | 5.93% | -3.56% | -8.55% | 9.92% | 6.80% | -3.23% | -7.92% |
| 2021 | -0.85% | 4.72% | 5.64% | 3.50% | 3.04% | -1.63% | 1.23% | 1.62% | -3.99% | 6.12% | -2.65% | 6.95% | 25.56% |
Benchmark Metrics
Pioneer Equity Income Y has an annualized alpha of 1.56%, beta of 0.85, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 04, 1999.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (84.15%) than losses (81.68%) - typical of diversified or defensive assets.
- With beta of 0.85 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.56%
- Beta
- 0.85
- R²
- 0.86
- Upside Capture
- 84.15%
- Downside Capture
- 81.68%
Expense Ratio
PYEQX has an expense ratio of 0.81%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PYEQX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PYEQX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.78 | -0.35 |
| Martin ratioReturn relative to average drawdown | 7.73 | 12.44 | -4.71 |
Dividends
Dividend History
Pioneer Equity Income Y provided a 8.27% dividend yield over the last twelve months, with an annual payout of $2.26 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.26 | $2.27 | $9.94 | $5.44 | $4.32 | $3.92 | $0.64 | $1.54 | $2.46 | $1.98 | $4.39 | $3.27 |
Dividend yield | 8.27% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Equity Income Y. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.29 | ||||||
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $1.70 | $0.13 | $2.27 |
| 2024 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.00 | $9.31 | $0.14 | $9.94 |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.00 | $4.84 | $0.17 | $5.44 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $3.55 | $0.33 | $4.32 |
| 2021 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $3.26 | $0.21 | $3.92 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Equity Income Y. 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 Equity Income Y was 53.72%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.
The current Pioneer Equity Income Y drawdown is 2.21%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.72%Mar 2009 | 1y 9mo | 3y 6mo | 5y 3moJun 2007 - Sep 2012 |
COVID crash2020 | -37.88%Mar 2020 | 2mo 2d | 9mo 19d | 11mo 21dJan 2020 - Jan 2021 |
Dot-com crash2000–2002 | -32.96%Oct 2002 | 1y 4mo | 1y 10mo | 3y 3moMay 2001 - Aug 2004 |
Bear market2022 | -20.14%Sep 2022 | 8mo 28d | 1y 5mo | 2y 1moJan 2022 - Mar 2024 |
Dot-com crash2000–2002 | -19.58%Mar 2000 | 7mo 22d | 7mo 27d | 1y 3moJul 1999 - Oct 2000 |
Drawdown Indicators
| PYEQX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -56.78% | +3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -9.10% | +1.13% |
Max Drawdown (3Y)Largest decline over 3 years | -16.77% | -18.90% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -25.43% | +5.29% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -33.92% | -3.96% |
Current DrawdownCurrent decline from peak | -2.21% | -1.80% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -10.71% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.03% | +0.47% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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