Pioneer Equity Income Fund Market Value
| PEQIX Fund | USD 25.27 0.10 0.40% |
| Symbol | Pioneer |
Pioneer Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Pioneer Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Pioneer Equity.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Pioneer Equity on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Pioneer Equity Income or generate 0.0% return on investment in Pioneer Equity over 90 days. Pioneer Equity is related to or competes with Champlain Mid, Shelton Emerging, Artisan Mid, Scharf Balanced, and Barings Us. Normally, the fund invests at least 80 percent of its total assets in income producing equity securities of U.S More
Pioneer Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Pioneer Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Pioneer Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6729 | |||
| Information Ratio | 0.1177 | |||
| Maximum Drawdown | 10.71 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.45 |
Pioneer Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pioneer Equity's standard deviation. In reality, there are many statistical measures that can use Pioneer Equity historical prices to predict the future Pioneer Equity's volatility.| Risk Adjusted Performance | 0.1342 | |||
| Jensen Alpha | 0.2105 | |||
| Total Risk Alpha | 0.1013 | |||
| Sortino Ratio | 0.2368 | |||
| Treynor Ratio | 0.8771 |
Pioneer Equity January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1342 | |||
| Market Risk Adjusted Performance | 0.8871 | |||
| Mean Deviation | 0.709 | |||
| Semi Deviation | 0.2654 | |||
| Downside Deviation | 0.6729 | |||
| Coefficient Of Variation | 567.47 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 | |||
| Information Ratio | 0.1177 | |||
| Jensen Alpha | 0.2105 | |||
| Total Risk Alpha | 0.1013 | |||
| Sortino Ratio | 0.2368 | |||
| Treynor Ratio | 0.8771 | |||
| Maximum Drawdown | 10.71 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.45 | |||
| Downside Variance | 0.4528 | |||
| Semi Variance | 0.0704 | |||
| Expected Short fall | (0.89) | |||
| Skewness | 4.73 | |||
| Kurtosis | 30.7 |
Pioneer Equity Income Backtested Returns
Pioneer Equity appears to be very steady, given 3 months investment horizon. Pioneer Equity Income maintains Sharpe Ratio (i.e., Efficiency) of 0.18, which implies the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Pioneer Equity Income, which you can use to evaluate the volatility of the fund. Please evaluate Pioneer Equity's Semi Deviation of 0.2654, risk adjusted performance of 0.1342, and Coefficient Of Variation of 567.47 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.26, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pioneer Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Equity is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Pioneer Equity Income has good predictability. Overlapping area represents the amount of predictability between Pioneer Equity time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Pioneer Equity Income price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Pioneer Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.56 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Other Information on Investing in Pioneer Mutual Fund
Pioneer Equity 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 Equity security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |