Nasdaq - Delayed Quote USD

Pioneer Equity Income A (PEQIX)

31.30 -0.19 (-0.60%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.44%
5y Average Return 7.26%
Number of Years Up 26
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 28.89%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 28.89%
Worst 3Y Total Return 4.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PEQIX
Category
YTD
8.01%
17.52%
1-Month
5.73%
-0.87%
3-Month
8.01%
5.51%
1-Year
15.24%
42.88%
3-Year
6.82%
11.93%
5-Year
8.29%
12.07%
10-Year
8.68%
10.95%
Last Bull Market
35.50%
23.18%
Last Bear Market
-11.64%
-17.87%

Annual Total Return (%) History

Year
PEQIX
Category
2024
--
--
2023
7.38%
--
2022
-8.21%
--
2021
25.55%
--
2020
-0.20%
2.91%
2019
25.44%
25.04%
2018
-8.89%
-8.53%
2017
14.95%
15.94%

2016
19.15%
14.81%
2015
0.27%
-4.05%
2014
12.82%
10.21%
2013
28.89%
31.21%
2012
9.79%
14.57%
2011
6.40%
-0.75%
2010
19.16%
13.66%
2009
11.08%
24.13%
2008
-30.02%
-37.09%
2007
0.07%
1.42%
2006
23.34%
18.15%
2005
5.45%
5.95%
2004
16.74%
12.97%
2003
23.14%
28.44%
2002
-17.02%
-18.69%
2001
-5.77%
-4.99%
2000
13.05%
7.87%
1999
0.77%
6.72%
1998
17.43%
12.00%
1997
34.89%
26.61%
1996
12.81%
20.08%
1995
32.04%
32.39%
1994
-1.28%
-0.70%
1993
12.94%
13.61%
1992
20.86%
10.21%
1991
26.45%
28.60%
1990
--
-6.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.01% -- -- --
2023 0.64% 2.87% -4.04% 8.08%
2022 -1.88% -11.64% -6.62% 13.39%
2021 9.66% 4.83% -1.28% 10.63%
2020 -26.51% 15.53% 3.93% 13.11%
2019 12.37% 1.71% 2.41% 7.17%
2018 -2.18% 1.92% 3.50% -11.71%
2017 2.89% 1.22% 4.33% 5.79%
2016 4.22% 3.81% 2.53% 7.41%
2015 1.08% -1.83% -4.66% 5.98%

2014 2.79% 5.30% -2.99% 7.45%
2013 12.34% 1.19% 4.79% 8.20%
2012 6.81% -2.11% 4.25% 0.73%
2011 7.78% 1.15% -13.02% 12.21%
2010 5.04% -7.00% 10.27% 10.61%
2009 -15.95% 9.67% 13.18% 6.48%
2008 -5.87% -0.74% -4.94% -21.21%
2007 3.24% 3.89% -0.98% -5.77%
2006 5.60% 2.56% 5.81% 7.62%
2005 0.04% 1.77% 3.09% 0.47%
2004 2.11% 1.36% 3.13% 9.36%
2003 -5.79% 14.84% 1.46% 12.17%
2002 3.07% -8.64% -18.00% 7.47%
2001 -6.10% 3.50% -7.85% 5.21%
2000 -3.95% 3.37% 7.18% 6.24%
1999 -4.55% 12.03% -7.48% 1.85%
1998 9.87% 0.07% -6.61% 14.36%
1997 2.06% 13.82% 9.76% 5.79%
1996 2.22% 0.77% 1.38% 8.02%
1995 5.75% 7.04% 9.18% 6.84%
1994 -3.35% 2.21% 2.70% -2.70%
1993 7.28% 1.56% 4.20% -0.53%
1992 3.00% 5.11% 5.12% 6.20%
1991 11.32% 2.30% 7.11% 3.67%
1990 4.66% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 24
3-Month 64
1-Year 85
3-Year 85
5-Year 90

Load Adjusted Returns

1-Year 8.61%
3-Year 4.73%
5-Year 7.02%
10-Year 8.03%

Performance & Risk

YTD Return 4.44%
5y Average Return 7.26%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Amundi US
Net Assets 1.25B
YTD Return 8.01%
Yield 1.50%
Morningstar Rating
Inception Date Jan 31, 1996

Fund Summary

Normally, the fund invests at least 80% of its total assets in income producing equity securities of U.S. issuers. The income producing equity securities in which the fund may invest include common stocks, preferred stocks, securities of other investment companies (including mutual funds, exchange-traded funds and closed-end funds) that invest primarily in equity securities, and equity interests in real estate investment trusts (REITs).

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