Pioneer Disciplined Value Fund Manager Performance Evaluation

CVCFX Fund  USD 16.20  0.12  0.74%   
The fund holds a Beta of 1.02, which implies a somewhat significant risk relative to the market. Pioneer Disciplined returns are very sensitive to returns on the market. As the market goes up or down, Pioneer Disciplined is expected to follow.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Disciplined Value are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Pioneer Disciplined may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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12/15/2025
Expense Ratio Date28th of December 2022
Expense Ratio1.5600
  

Pioneer Disciplined Relative Risk vs. Return Landscape

If you would invest  1,487  in Pioneer Disciplined Value on October 28, 2025 and sell it today you would earn a total of  133.00  from holding Pioneer Disciplined Value or generate 8.94% return on investment over 90 days. Pioneer Disciplined Value is currently producing 0.1454% returns and takes up 1.0023% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Pioneer, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pioneer Disciplined is expected to generate 1.36 times more return on investment than the market. However, the company is 1.36 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Pioneer Disciplined Current Valuation

Undervalued
Today
16.20
Please note that Pioneer Disciplined's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pioneer Disciplined Value holds a recent Real Value of $17.43 per share. The prevailing price of the fund is $16.2. We determine the value of Pioneer Disciplined Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pioneer Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Disciplined's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  16.2 Real  17.43 Hype  16.2 Naive  16.25
The intrinsic value of Pioneer Disciplined's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pioneer Disciplined's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
17.43
Real Value
18.43
Upside
Estimating the potential upside or downside of Pioneer Disciplined Value helps investors to forecast how Pioneer mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pioneer Disciplined more accurately as focusing exclusively on Pioneer Disciplined's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.8816.1716.46
Details
Hype
Prediction
LowEstimatedHigh
15.2016.2017.20
Details
Naive
Forecast
LowNext ValueHigh
15.2516.2517.24
Details
Below is the normalized historical share price chart for Pioneer Disciplined Value extending back to March 04, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pioneer Disciplined stands at 16.20, as last reported on the 26th of January, with the highest price reaching 16.20 and the lowest price hitting 16.20 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Pioneer Disciplined Target Price Odds to finish over Current Price

The tendency of Pioneer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 16.20 90 days 16.20 
about 15.5
Based on a normal probability distribution, the odds of Pioneer Disciplined to move above the current price in 90 days from now is about 15.5 (This Pioneer Disciplined Value probability density function shows the probability of Pioneer Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.02 suggesting Pioneer Disciplined Value market returns are sensitive to returns on the market. As the market goes up or down, Pioneer Disciplined is expected to follow. Additionally Pioneer Disciplined Value has an alpha of 0.0745, implying that it can generate a 0.0745 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Pioneer Disciplined Price Density   
       Price  

Predictive Modules for Pioneer Disciplined

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pioneer Disciplined Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
15.2016.2017.20
Details
Intrinsic
Valuation
LowRealHigh
14.5817.4318.43
Details
Naive
Forecast
LowNextHigh
15.2516.2517.24
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.8816.1716.46
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pioneer Disciplined. Your research has to be compared to or analyzed against Pioneer Disciplined's peers to derive any actionable benefits. When done correctly, Pioneer Disciplined's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pioneer Disciplined Value.

Pioneer Disciplined Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Pioneer Disciplined is not an exception. The market had few large corrections towards the Pioneer Disciplined's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pioneer Disciplined Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pioneer Disciplined within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.07
β
Beta against Dow Jones1.02
σ
Overall volatility
0.66
Ir
Information ratio 0.08

Pioneer Disciplined Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pioneer Disciplined for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pioneer Disciplined Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund holds 98.6% of its assets under management (AUM) in equities

Pioneer Disciplined Fundamentals Growth

Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Disciplined, and Pioneer Disciplined fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pioneer Mutual Fund performance.

About Pioneer Disciplined Performance

Evaluating Pioneer Disciplined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Disciplined has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pioneer Disciplined has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of U.S. issuers. For purposes of the funds investment policies, equity securities include common stocks and other equity instruments, such as securities of other investment companies that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities.

Things to note about Pioneer Disciplined Value performance evaluation

Checking the ongoing alerts about Pioneer Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Disciplined Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds 98.6% of its assets under management (AUM) in equities
Evaluating Pioneer Disciplined's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pioneer Disciplined's mutual fund performance include:
  • Analyzing Pioneer Disciplined's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pioneer Disciplined's stock is overvalued or undervalued compared to its peers.
  • Examining Pioneer Disciplined's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Pioneer Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Disciplined's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pioneer Disciplined's mutual fund. These opinions can provide insight into Pioneer Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pioneer Disciplined's mutual fund performance is not an exact science, and many factors can impact Pioneer Disciplined's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pioneer Mutual Fund

Pioneer Disciplined financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Disciplined security.
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