Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASBBX (Pioneer Classic Balanced B) | NA | 11.80% | 12.07% | 9.23% | 3.74% | 3.95% | NA | … | … |
Data as of 11/10/2014, Common starting date is 06/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASBBX (Pioneer Classic Balanced B) | 06/05/1998 | 11/10/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 11.80 | 12.07 | 9.23 | 3.74 | 3.95 | NA | … | … | 8.72 | 17.67 | 9.36 | 0.39 | 8.91 | 26.28 | -25.62 | 3.92 | 11.39 | -15.71 | 6.57 | 14.79 | -7.46 | 3.81 | 9.50 | 0.40 | 4.14 |
| Sharpe Ratio | NA | 1.66 | 1.50 | 0.91 | 0.19 | NA | NA | … | … | 1.39 | 2.39 | 1.17 | 0.03 | 0.79 | 1.74 | -1.22 | 0.10 | 1.27 | -0.85 | 0.82 | 1.63 | -0.75 | 0.20 | 0.68 | -0.36 | 0.41 |
| Standard Deviation(%) | NA | 7.10 | 8.02 | 10.04 | 14.22 | NA | NA | … | … | 7.32 | 7.39 | 8.02 | 14.34 | 11.16 | 15.02 | 21.69 | 8.74 | 6.38 | 21.10 | 6.83 | 8.67 | 11.36 | 7.69 | 7.99 | 7.91 | 10.08 |
| Draw Down(%) | NA | 5.65 | 7.01 | 13.94 | 39.24 | NA | NA | … | … | 5.65 | 5.36 | 7.01 | 13.94 | 11.30 | 14.91 | 33.73 | 5.90 | 3.88 | 18.97 | 5.66 | 7.62 | 14.99 | 8.29 | 5.57 | 8.48 | 8.83 |
| Yield(%) | 0.00 | 18.75 | 9.39 | 6.63 | 4.83 | 4.88 | 3.99 | … | … | 0.98 | 21.03 | 4.05 | 1.45 | 1.47 | 2.51 | 2.48 | 13.29 | 11.65 | 0.68 | 1.26 | 1.30 | 3.06 | 5.16 | 12.91 | 14.48 | 9.02 |
Data as of 11/10/2014, Common starting date is 06/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBBX (Pioneer Classic Balanced B) |
-10.05%
Oct 2005 – Oct 2008 |
-7.45%
Feb 2004 – Feb 2009 |
-1.39%
Feb 1999 – Feb 2009 |
3.41%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBBX (Pioneer Classic Balanced B) |
17.38%
Feb 2009 – Feb 2012 |
15.01%
Feb 2009 – Feb 2014 |
4.04%
Aug 2004 – Aug 2014 |
4.00%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart