Pioneer Equity Income Y (PYEQX)
The Fund aims for current income and long-term capital growth by primarily investing in dividend-paying equity securities of U.S. companies, focusing on undervalued stocks with strong fundamentals and management ownership.
Fund Info
US72366V4059
72366V405
Jul 25, 1990
North America (U.S.)
$5,000,000
Large-Cap
Value
Expense Ratio
PYEQX has an expense ratio of 0.81%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Pioneer Equity Income Y (PYEQX) returned -0.38% year-to-date (YTD) and 8.81% over the past 12 months. Over the past 10 years, PYEQX returned 7.99% annually, underperforming the S&P 500 benchmark at 10.85%.
PYEQX
-0.38%
3.71%
-6.64%
8.81%
4.64%
10.22%
7.99%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PYEQX, 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 | 4.42% | 1.85% | -3.82% | -6.21% | 3.84% | -0.38% | |||||||
| 2024 | -0.52% | 2.75% | 5.77% | -4.44% | 1.36% | -0.99% | 4.06% | 2.80% | 0.75% | 0.30% | 6.12% | -6.28% | 11.45% |
| 2023 | 4.24% | -2.21% | -1.19% | 0.24% | -4.14% | 7.10% | 2.89% | -3.23% | -3.58% | -4.08% | 6.88% | 5.40% | 7.54% |
| 2022 | -2.91% | -1.27% | 2.42% | -5.00% | 2.13% | -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% |
| 2020 | -3.80% | -9.82% | -15.26% | 10.98% | 4.13% | 0.06% | 3.34% | 3.14% | -2.42% | -1.30% | 11.47% | 2.92% | 0.09% |
| 2019 | 7.93% | 3.83% | 0.35% | 2.50% | -6.75% | 6.48% | 1.49% | -2.88% | 3.93% | 1.46% | 2.86% | 2.78% | 25.76% |
| 2018 | 4.09% | -4.69% | -1.32% | 1.02% | 1.15% | -0.20% | 3.91% | 0.43% | -0.75% | -5.69% | 2.77% | -8.89% | -8.70% |
| 2017 | 0.78% | 2.84% | -0.66% | 0.18% | 0.21% | 0.91% | 2.24% | -0.94% | 3.11% | 1.04% | 3.58% | 1.14% | 15.27% |
| 2016 | -4.27% | 1.09% | 7.75% | 1.25% | 1.38% | 1.22% | 2.21% | 0.92% | -0.54% | -1.42% | 5.74% | 3.09% | 19.46% |
| 2015 | -1.88% | 3.38% | -0.31% | -0.75% | 1.50% | -2.48% | 2.78% | -5.16% | -2.12% | 7.20% | 1.20% | -2.25% | 0.53% |
| 2014 | -2.70% | 4.57% | 1.12% | 0.91% | 2.06% | 2.32% | -4.37% | 4.17% | -2.55% | 3.52% | 3.05% | 0.85% | 13.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PYEQX is 34, 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 Equity Income Y (PYEQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Pioneer Equity Income Y provided a 40.38% dividend yield over the last twelve months, with an annual payout of $9.95 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.95 | $9.95 | $5.44 | $4.32 | $3.92 | $0.64 | $1.54 | $2.46 | $1.98 | $4.39 | $3.27 | $4.17 |
Dividend yield | 40.38% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% | 12.03% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | |||||||
| 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 | $9.95 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.64 |
| 2019 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.83 | $0.19 | $1.54 |
| 2018 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $1.26 | $0.68 | $2.46 |
| 2017 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $1.40 | $0.14 | $1.98 |
| 2016 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $3.70 | $0.15 | $4.39 |
| 2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $2.58 | $0.18 | $3.27 |
| 2014 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $3.15 | $0.34 | $4.17 |
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 6.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.72% | Jun 5, 2007 | 444 | Mar 9, 2009 | 888 | Sep 13, 2012 | 1332 |
| -37.88% | Jan 21, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -32.96% | May 22, 2001 | 346 | Oct 9, 2002 | 474 | Aug 27, 2004 | 820 |
| -20.14% | Jan 5, 2022 | 186 | Sep 30, 2022 | 355 | Mar 1, 2024 | 541 |
| -18.08% | Jan 29, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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