Nasdaq - Delayed Quote USD

Pioneer Core Equity Y (PVFYX)

22.35 +0.24 (+1.09%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.24%
5y Average Return 11.49%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 31.80%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.80%
Worst 3Y Total Return 5.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PVFYX
Category
YTD
8.35%
14.84%
1-Month
2.64%
1.65%
3-Month
8.35%
7.55%
1-Year
22.28%
40.47%
3-Year
7.94%
16.77%
5-Year
13.30%
16.15%
10-Year
11.11%
13.21%
Last Bull Market
38.63%
24.09%
Last Bear Market
-17.19%
-17.61%

Annual Total Return (%) History

Year
PVFYX
Category
2024
--
--
2023
18.42%
--
2022
-17.03%
--
2021
25.84%
--
2020
21.04%
15.83%
2019
31.80%
28.78%
2018
-8.53%
-6.27%
2017
25.10%
20.44%

2016
8.73%
10.37%
2015
-1.21%
-1.07%
2014
10.75%
10.96%
2013
31.48%
31.50%
2012
14.81%
14.96%
2011
1.20%
-1.27%
2010
15.89%
14.01%
2009
29.46%
28.17%
2008
-34.96%
-37.79%
2007
7.56%
6.16%
2006
15.29%
14.17%
2005
7.35%
5.88%
2004
--
10.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.35% -- -- --
2023 4.93% 6.66% -3.78% 9.96%
2022 -3.40% -17.19% -6.82% 11.31%
2021 6.51% 7.91% -0.23% 9.73%
2020 -18.89% 20.36% 9.15% 13.59%
2019 14.44% 3.95% 1.41% 9.26%
2018 0.58% 1.96% 4.97% -15.02%
2017 6.77% 4.02% 6.29% 5.98%
2016 -1.06% 0.54% 3.38% 5.74%
2015 0.46% 0.17% -7.34% 5.93%

2014 1.45% 4.17% 0.60% 4.17%
2013 9.57% 2.13% 6.42% 10.42%
2012 13.72% -3.96% 5.94% -0.77%
2011 5.36% 0.60% -14.17% 11.25%
2010 4.35% -11.69% 12.58% 11.71%
2009 -7.87% 14.57% 16.08% 5.66%
2008 -9.72% -0.22% -9.80% -19.95%
2007 2.83% 6.62% 2.42% -4.21%
2006 5.07% -0.87% 4.09% 6.35%
2005 -0.54% 0.66% 4.77% 2.35%
2004 10.93% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 84
3-Month 79
1-Year 80
3-Year 84
5-Year 65

Load Adjusted Returns

1-Year 22.28%
3-Year 7.94%
5-Year 13.30%
10-Year 11.11%

Performance & Risk

YTD Return 4.24%
5y Average Return 11.49%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Amundi US
Net Assets 1.93B
YTD Return 8.35%
Yield 1.11%
Morningstar Rating
Inception Date Aug 10, 2004

Fund Summary

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.

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