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Pioneer Core Equity Y (PVFYX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.80%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
PVFYXCategory AveragePVFYXCategory AveragePVFYXCategory Average
Alpha -3 -0.02 -1.32 -0.01 -1.59 -0.02
BETA 0.97 0.01 0.98 0.01 1 0.01
Mean Annual Return 0.76 0.01 1.19 0.01 0.98 0.01
R-squared 95.44 0.95 96.7 0.95 96.42 0.95
Standard Deviation 17.47 0.19 18.34 0.15 15.37 0.14
Sharpe Ratio 0.36 0.01 0.66 0.01 0.67 0.01
Treynor Ratio 5.12 0.16 11.33 0.15 9.66 0.12

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