PIOTX vs. PYEQX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and Pioneer Equity Income Y (PYEQX).
PIOTX is managed by Amundi. It was launched on Nov 18, 1999. PYEQX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PIOTX vs. PYEQX - Performance Comparison
Loading graphics...
PIOTX vs. PYEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | -0.70% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
PYEQX Pioneer Equity Income Y | 3.71% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 15.27% |
Returns By Period
In the year-to-date period, PIOTX achieves a -0.70% return, which is significantly lower than PYEQX's 3.71% return. Over the past 10 years, PIOTX has outperformed PYEQX with an annualized return of 12.48%, while PYEQX has yielded a comparatively lower 9.23% annualized return.
PIOTX
- 1D
- 1.85%
- 1M
- -3.39%
- YTD
- -0.70%
- 6M
- 3.91%
- 1Y
- 20.09%
- 3Y*
- 14.36%
- 5Y*
- 8.65%
- 10Y*
- 12.48%
PYEQX
- 1D
- 1.36%
- 1M
- -3.10%
- YTD
- 3.71%
- 6M
- 8.02%
- 1Y
- 13.54%
- 3Y*
- 11.21%
- 5Y*
- 7.66%
- 10Y*
- 9.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIOTX vs. PYEQX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than PYEQX's 0.81% expense ratio.
Return for Risk
PIOTX vs. PYEQX — Risk / Return Rank
PIOTX
PYEQX
PIOTX vs. PYEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and Pioneer Equity Income Y (PYEQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PIOTX | PYEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.78 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.15 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.09 | +0.52 |
Martin ratioReturn relative to average drawdown | 6.80 | 4.24 | +2.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIOTX | PYEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.78 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.54 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.41 | -0.28 |
Correlation
The correlation between PIOTX and PYEQX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PIOTX vs. PYEQX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 7.59%, less than PYEQX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 7.59% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
PYEQX Pioneer Equity Income Y | 8.55% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
Drawdowns
PIOTX vs. PYEQX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -66.24%, which is greater than PYEQX's maximum drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PIOTX and PYEQX.
Loading graphics...
Drawdown Indicators
| PIOTX | PYEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.24% | -53.72% | -12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -13.20% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -20.14% | -6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -37.88% | +6.09% |
Current DrawdownCurrent decline from peak | -6.46% | -5.29% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -7.69% | -12.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.39% | -0.34% |
Volatility
PIOTX vs. PYEQX - Volatility Comparison
Pioneer Core Equity Fund (PIOTX) has a higher volatility of 3.74% compared to Pioneer Equity Income Y (PYEQX) at 3.53%. This indicates that PIOTX's price experiences larger fluctuations and is considered to be riskier than PYEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIOTX | PYEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.53% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 8.65% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 16.86% | +1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 15.31% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 17.17% | +0.80% |