Pioneer Equity Income Fund Manager Performance Evaluation
| PEQKX Fund | USD 35.08 0.36 1.04% |
The fund holds a Beta of 0.82, 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
13 of 100
Weak | Strong |
Good
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-looking signals, Pioneer Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6800 |
Pioneer |
Pioneer Equity Relative Risk vs. Return Landscape
If you would invest 3,252 in Pioneer Equity Income on August 27, 2024 and sell it today you would earn a total of 256.00 from holding Pioneer Equity Income or generate 7.87% return on investment over 90 days. Pioneer Equity Income is currently producing 0.1211% returns and takes up 0.7328% volatility of returns over 90 trading days. Put another way, 6% 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 |
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 $38.24 per share. The prevailing price of the fund is $35.08. 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 35.08 | Real 38.24 | Hype 35.08 | Naive 35.11 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Equity Income, and traders can use it to determine the average amount a Pioneer Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1652
| Best Portfolio | Best Equity | |||
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| Cash | PEQKX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Pioneer Equity is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pioneer Equity by adding it to a well-diversified portfolio.
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 | 2.89 X | ||||
| Price To Book | 2.51 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 1.96 B | ||||
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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