PEQIX
Pioneer Equity Income-A
$31.30
-0.19 (-0.60%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Value |
---|---|
Market Cap | 1195.851M |
52 Week High | 32.37 |
52 Week Low | 26.179 |
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Key Data
Symbol | PEQIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 31.3 |
Price Yesterday | 31.49 |
Market Cap | 1,195.85 |
YTD Return | 4.44% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 32.37 |
---|---|
52 Week Low | 26.18 |
Market Cap | 1,195.85M |
Shares Outstanding | 38.21M |
Income Dividend Yield | 1.78% |
Long Term Dividend Yield | 15.45% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 17.23% |
Returns Annualized
One Day | -78.27% |
---|---|
Five Days | 165.51% |
One Months | -15.40% |
Three Months | 19.00% |
Six Months | 38.05% |
Nine Months | 7.39% |
One Year | 12.72% |
Three Years | 4.60% |
Five Years | 7.27% |
Ten Years | 8.36% |
YTD | 14.68% |
Since Inception | 9.30% |
Returns Total
One Day | -0.60% |
---|---|
Five Days | 1.95% |
One Month | -1.45% |
Three Months | 4.44% |
Six Months | 17.33% |
Nine Months | 5.52% |
One Year | 12.71% |
Three Years | 14.42% |
Five Years | 41.95% |
Ten Years | 122.78% |
YTD | 4.44% |
Since Inception | 1,905.13% |
Yearly Returns
2024 | 4.44% |
---|---|
2023 | 7.38% |
2022 | -8.21% |
2021 | 25.55% |
2020 | -0.19% |
2019 | 25.44% |
2018 | -8.89% |
2017 | 14.95% |
2016 | 19.15% |
2015 | 0.26% |
Risk against SP-DA
Alpha | -11.09% |
---|---|
Beta | 0.9 |
Correlation | 87.97% |
Downside Deviation | 2.81% |
Coefficient of determination | 77.38% |
Standard Deviation | 3.46% |
Sharpe Ratio | -1.1 |
Sortino | -4.72 |
Treynor | 8.2 |
Ulcer Index | 3.98 |
Ulcer Performance Index | -3.33 |