Pioneer Equity Income Fund Five Year Return
Pioneer Equity Income fundamentals help investors to digest information that contributes to Pioneer Equity's financial success or failures. It also enables traders to predict the movement of Pioneer Mutual Fund. The fundamental analysis module provides a way to measure Pioneer Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pioneer Equity mutual fund.
Pioneer |
Pioneer Equity Income Mutual Fund Five Year Return Analysis
Pioneer Equity's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pioneer Equity Five Year Return | 0.05 % |
Most of Pioneer Equity's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pioneer Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Pioneer Equity Income has a Five Year Return of 0.05%. This is 92.19% lower than that of the Category family and 92.22% lower than that of the Family category. The five year return for all United States funds is 98.46% higher than that of the company.
Pioneer Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pioneer Equity's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pioneer Equity could also be used in its relative valuation, which is a method of valuing Pioneer Equity by comparing valuation metrics of similar companies.Pioneer Equity is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Pioneer Equity
The fund invests 99.77% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.23%) .Asset allocation divides Pioneer Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pioneer Fundamentals
| Market Capitalization | 2.28 B | |||
| Annual Yield | 2.30 % | |||
| Year To Date Return | (0.65) % | |||
| One Year Return | 6.73 % | |||
| Three Year Return | 12.51 % | |||
| Five Year Return | 0.05 % | |||
| Ten Year Return | 4.52 % | |||
| Net Asset | 1.46 B | |||
| Last Dividend Paid | 0.16 | |||
| Holdings Turnover | 29.00 % | |||
| Cash Position Weight | 0.23 % | |||
| Equity Positions Weight | 99.77 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Consideration for investing in Pioneer Mutual Fund
If you are still planning to invest in Pioneer Equity Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Pioneer Equity's history and understand the potential risks before investing.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |