Pioneer Equity Income Fund Manager Performance Evaluation
| PEQIX Fund | USD 25.27 0.10 0.40% |
The fund holds a Beta of 0.32, which implies possible diversification benefits within a given portfolio. 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.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Equity Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Pioneer Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.0000 |
Pioneer |
Pioneer Equity Relative Risk vs. Return Landscape
If you would invest 2,193 in Pioneer Equity Income on October 29, 2025 and sell it today you would earn a total of 324.00 from holding Pioneer Equity Income or generate 14.77% return on investment over 90 days. Pioneer Equity Income is currently producing 0.2386% returns and takes up 1.3538% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Pioneer, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Equity Current Valuation
Undervalued
Today
Please note that Pioneer Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pioneer Equity Income holds a recent Real Value of $26.94 per share. The prevailing price of the fund is $25.27. We determine the value of Pioneer Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Equity'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 25.27 | Real 26.94 | Hype 25.17 | Naive 25.31 |
The intrinsic value of Pioneer Equity'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 Equity'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.
Estimating the potential upside or downside of Pioneer Equity Income 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 Equity more accurately as focusing exclusively on Pioneer Equity's fundamentals will not take into account other important factors: Pioneer Equity 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.27 | 90 days | 25.27 | about 12.43 |
Based on a normal probability distribution, the odds of Pioneer Equity to move above the current price in 90 days from now is about 12.43 (This Pioneer Equity Income 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 Pioneer Equity has a beta of 0.32 indicating as returns on the market go up, Pioneer Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pioneer Equity Income will be expected to be much smaller as well. Additionally Pioneer Equity Income has an alpha of 0.1888, implying that it can generate a 0.19 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Pioneer Equity Price Density |
| Price |
Predictive Modules for Pioneer Equity
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 Equity Income. 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.Pioneer Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pioneer Equity is not an exception. The market had few large corrections towards the Pioneer Equity'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 Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pioneer Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.19 | |
β | Beta against Dow Jones | 0.32 | |
σ | Overall volatility | 1.43 | |
Ir | Information ratio | 0.11 |
Pioneer Equity 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 Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pioneer Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Pioneer Equity Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Equity, and Pioneer Equity 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.
| Price To Earning | 2.88 X | |||
| Price To Book | 2.40 X | |||
| Price To Sales | 1.63 X | |||
| Total Asset | 700.13 M | |||
About Pioneer Equity Performance
Evaluating Pioneer Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Equity 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 Equity 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.
Normally, the fund invests at least 80 percent of its total assets in income producing equity securities of U.S. issuers. The income producing equity securities in which the fund may invest include common stocks, preferred stocks, securities of other investment companies that invest primarily in equity securities, and equity interests in real estate investment trusts .Things to note about Pioneer Equity Income performance evaluation
Checking the ongoing alerts about Pioneer Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pioneer Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pioneer Equity's mutual fund performance include:- Analyzing Pioneer Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Equity's mutual fund. These opinions can provide insight into Pioneer Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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