It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PQIRX: PIONEER EQUITY INCOME FUND PIONEER EQUITY INCOME FUND: CLASS R (MUTUAL FUND)
Basic Info 28.1 0.23(0.81%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 06/20/2003 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 8.35% |
| Expenses | 0.78% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/20/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 9.5 | 21.3 | 12.9 | 3.3 | 7.1 | 8.3 | 6.9 | 7.3 | 10.8 | 10.7 | 6.9 | -17.0 | 15.5 | -0.5 | 24.9 | -9.3 | 14.6 | 18.7 | -0.1 | 12.5 | 28.4 | 9.5 | 6.1 | 19.0 | 10.9 | -30.1 | 0.1 | 23.2 | 5.3 | 16.2 | 12.0 |
| Sharpe Ratio | NA | 1.85 | 1.65 | 0.75 | 0.05 | 0.31 | NA | NA | 0.36 | 0.47 | 0.61 | 0.25 | -0.84 | 0.92 | -0.02 | 2.0 | -0.76 | 1.96 | 1.49 | -0.01 | 1.23 | 2.7 | 0.8 | 0.26 | 1.07 | 0.41 | -0.77 | -0.19 | 2.11 | 0.28 | 1.55 | 2.27 |
| Draw Down(%) | NA | 8.0 | 8.0 | 16.9 | 27.2 | 38.0 | NA | NA | 54.2 | 16.6 | 7.9 | 12.0 | 20.5 | 12.9 | 38.0 | 6.9 | 18.6 | 3.6 | 8.9 | 9.5 | 7.7 | 6.0 | 9.4 | 18.0 | 12.2 | 29.4 | 43.8 | 12.8 | 4.9 | 7.5 | 5.8 | 3.4 |
| Standard Deviation(%) | NA | 12.2 | 11.4 | 13.8 | 16.3 | 17.7 | NA | NA | 18.1 | 16.9 | 11.7 | 13.0 | 21.9 | 17.0 | 35.5 | 11.7 | 14.2 | 7.1 | 12.4 | 13.6 | 10.1 | 10.5 | 11.9 | 23.1 | 17.6 | 26.1 | 40.3 | 16.4 | 9.4 | 10.6 | 9.8 | 10.2 |
| Treynor Ratio | NA | 0.23 | 0.18 | 0.1 | 0.01 | 0.05 | NA | NA | 0.07 | 0.07 | 0.07 | 0.03 | -0.18 | 0.13 | -0.01 | 0.24 | -0.12 | 0.15 | 0.21 | 0.0 | 0.14 | 0.31 | 0.1 | 0.06 | 0.2 | 0.13 | -0.34 | -0.03 | 0.21 | 0.03 | 0.17 | 0.27 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.03 | -0.02 | NA | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.06 | -0.05 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | -0.02 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.96 | 1.03 | 1.07 | 1.07 | 1.01 | NA | NA | 0.93 | 1.09 | 1.04 | 1.06 | 1.03 | 1.15 | 0.99 | 1.0 | 0.89 | 0.94 | 0.9 | 0.86 | 0.88 | 0.91 | 0.91 | 0.96 | 0.94 | 0.81 | 0.91 | 0.94 | 0.96 | 0.97 | 0.89 | 0.86 |
| RSquared | NA | 0.78 | 0.83 | 0.9 | 0.83 | 0.91 | NA | NA | 0.94 | 0.93 | 0.86 | 0.94 | 0.8 | 0.78 | 0.99 | 0.96 | 0.96 | 0.86 | 0.93 | 0.94 | 0.9 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 0.97 | 0.95 | 0.93 | 0.94 | 0.93 | 0.94 |
| Yield(%) | N/A | 0.4 | 8.3 | 16.8 | 8.4 | 8.2 | 9.4 | 7.4 | N/A | 8.4 | 31.2 | 15.3 | 1.3 | 1.2 | 1.2 | 4.3 | 5.9 | 5.2 | 13.3 | 8.8 | 11.5 | 6.0 | 3.5 | 1.7 | 1.7 | 2.0 | 2.1 | 7.8 | 11.9 | 5.7 | 1.6 | 1.5 |
| Dividend Growth(%) | N/A | -95.5 | -78.5 | 1118.0 | 84.2 | 59.7 | N/A | N/A | N/A | -78.3 | 86.1 | 880.0 | 25.0 | -5.3 | -66.2 | -37.8 | 23.1 | -58.2 | 36.6 | -22.5 | 127.4 | 82.9 | 119.2 | 16.4 | -9.5 | -31.9 | -75.9 | -28.7 | 114.9 | 305.0 | 18.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 2.95% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 1.19% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 2.36% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 1.69% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 1.72% (96%)
- TY (Tri Continental Closed Fund) 1.65% (96%)
Latest Articles Related to PQIRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
