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
PSRAX: PIONEER STRATEGIC INCOME FUND PIONEER STRATEGIC INCOME FUND: CLASS A (MUTUAL FUND)
Basic Info 9.72 0.05(0.51%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/29/1999 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.92% |
| Expenses | 0.59% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 0.0 | 5.9 | 6.5 | 1.8 | 3.3 | 3.4 | 4.6 | 5.4 | 10.3 | 4.3 | 8.1 | -13.1 | 2.2 | 7.4 | 10.2 | -1.9 | 4.2 | 7.6 | -1.5 | 4.6 | 1.5 | 11.2 | 3.1 | 11.1 | 30.6 | -11.3 | 6.1 | 6.3 | 2.4 | 10.5 | 19.7 | 9.4 | 7.0 | 5.1 | -1.7 |
| Sharpe Ratio | NA | -0.2 | 1.22 | 0.7 | -0.11 | 0.36 | NA | NA | 0.97 | 1.62 | 0.13 | 0.64 | -2.61 | 0.74 | 0.9 | 4.0 | -1.58 | 1.73 | 2.84 | -0.67 | 2.48 | 0.55 | 5.36 | 1.02 | 3.65 | 6.75 | -1.95 | 0.89 | 0.93 | 0.05 | 2.38 | 5.14 | 2.54 | 1.05 | 0.23 | -1.56 |
| Draw Down(%) | NA | 3.2 | 3.2 | 6.2 | 18.3 | 18.3 | NA | NA | 18.3 | 3.3 | 3.8 | 6.8 | 17.6 | 1.9 | 17.2 | 0.7 | 2.9 | 1.1 | 2.1 | 3.5 | 2.2 | 4.9 | 1.5 | 4.5 | 2.4 | 4.0 | 16.5 | 2.2 | 2.0 | 2.9 | 5.0 | 4.2 | 2.7 | 3.8 | 3.2 | 4.3 |
| Standard Deviation(%) | NA | 4.3 | 3.9 | 5.5 | 5.4 | 4.8 | NA | NA | 4.1 | 4.6 | 5.5 | 7.0 | 5.6 | 2.9 | 7.9 | 2.2 | 2.1 | 2.0 | 2.6 | 2.2 | 1.9 | 2.7 | 2.1 | 3.0 | 3.0 | 4.5 | 6.3 | 3.3 | 3.1 | 3.0 | 4.0 | 3.7 | 3.2 | 4.4 | 4.0 | 3.8 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.04 | -0.01 | 0.02 | NA | NA | 0.06 | 0.08 | 0.01 | 0.05 | -0.23 | 0.05 | 0.1 | 0.18 | -0.06 | 0.07 | 0.26 | -0.05 | 0.19 | 0.03 | 0.5 | 0.15 | 0.23 | 0.47 | -0.18 | 0.04 | 0.03 | 0.0 | 0.13 | 0.33 | 0.22 | 0.08 | 0.01 | -0.1 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.03 | 0.09 | -0.06 | 0.0 | 0.01 | 0.0 | 0.03 | 0.06 | 0.02 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 0.9 | 0.88 | 0.95 | 0.8 | 0.74 | NA | NA | 0.64 | 0.9 | 0.97 | 0.92 | 0.63 | 0.43 | 0.71 | 0.47 | 0.58 | 0.53 | 0.28 | 0.31 | 0.24 | 0.51 | 0.23 | 0.21 | 0.48 | 0.65 | 0.67 | 0.74 | 0.84 | 0.67 | 0.72 | 0.57 | 0.37 | 0.58 | 0.71 | 0.61 |
| RSquared | NA | 0.75 | 0.79 | 0.88 | 0.79 | 0.59 | NA | NA | 0.49 | 0.81 | 0.9 | 0.93 | 0.75 | 0.32 | 0.2 | 0.59 | 0.62 | 0.59 | 0.15 | 0.31 | 0.14 | 0.42 | 0.09 | 0.09 | 0.41 | 0.43 | 0.44 | 0.79 | 0.8 | 0.52 | 0.57 | 0.49 | 0.24 | 0.43 | 0.52 | 0.56 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 5.1 | 3.6 | 2.6 | 7.9 | 3.4 | 3.1 | 3.0 | 3.3 | 3.5 | 3.4 | 5.4 | 5.7 | 4.9 | 5.9 | 5.3 | 7.1 | 8.2 | 5.6 | 5.0 | 6.9 | 6.9 | 7.5 | 5.7 | 7.8 | 7.9 | 4.6 |
| Dividend Growth(%) | N/A | -69.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -1.2 | 45.8 | 17.9 | -68.9 | 140.0 | 18.7 | -2.5 | -6.4 | -3.9 | -2.7 | -36.1 | -9.2 | 22.5 | -19.7 | 17.6 | -7.8 | -30.6 | 46.8 | 14.2 | -30.5 | 3.2 | 3.2 | 34.6 | -27.5 | -4.4 | 61.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/1999
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 Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) (84%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) (83%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) (99%)
- EVV (Eaton Vance Limited Duration IF) (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) (98%)
- ERC (Allspring Multi Sector Income Fund) (98%)
- FMY (First Trust Mortgage Income Fund) (97%)
- FTF (Franklin Templeton Limited Duration) (97%)
- JHS (John Hancock Income Securities Closed Fund) (96%)
- JHI (John Hancock Investors Closed Fund) (96%)
- MCR (MFS Charter Income Trust) (95%)
Latest Articles Related to PSRAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
