Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) | 6.86% | 20.78% | 14.49% | 2.34% | 7.95% | 7.81% | 6.41% | … | … |
Data as of 06/10/2026, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) | 03/24/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 20.78 | 14.49 | 2.34 | 7.95 | 7.81 | 6.41 | … | … | 6.86 | 17.74 | 12.45 | 8.59 | -17.27 | 3.87 | 6.00 | 29.94 | -12.95 | 22.05 | 14.34 | -5.40 | 10.02 | 27.47 | 11.68 | -4.27 | 10.37 | 19.48 | -31.63 | 7.17 | 17.07 | 11.18 |
| Sharpe Ratio | NA | 1.79 | 0.90 | -0.01 | 0.33 | NA | NA | … | … | 1.33 | 0.88 | 0.80 | 0.35 | -0.80 | 0.15 | 0.16 | 2.28 | -0.91 | 2.89 | 0.98 | -0.33 | 0.34 | 2.15 | 0.90 | -0.19 | 0.62 | 0.83 | -0.92 | 0.27 | 1.35 | 1.34 |
| Standard Deviation(%) | NA | 11.57 | 13.61 | 18.84 | 19.25 | NA | NA | … | … | 12.13 | 17.04 | 11.01 | 14.38 | 23.59 | 25.37 | 35.78 | 12.47 | 15.79 | 7.43 | 14.39 | 16.26 | 29.30 | 12.77 | 13.04 | 22.66 | 16.64 | 23.34 | 35.24 | 14.69 | 10.15 | 9.14 |
| Draw Down(%) | NA | 8.13 | 16.80 | 34.61 | 35.27 | NA | NA | … | … | 8.13 | 16.80 | 7.20 | 13.16 | 24.03 | 23.22 | 35.27 | 7.67 | 23.01 | 3.36 | 11.44 | 14.10 | 19.58 | 8.34 | 9.55 | 22.36 | 14.14 | 27.52 | 41.53 | 8.12 | 9.94 | 4.50 |
| Yield(%) | 0.00 | 6.51 | 5.15 | 2.82 | 5.79 | 7.19 | 5.99 | … | … | 0.00 | 6.78 | 5.28 | 2.48 | 1.94 | 1.49 | 1.53 | 1.91 | 14.04 | 16.13 | 1.52 | 19.20 | 19.61 | 19.06 | 4.38 | 1.98 | 1.50 | 1.61 | 1.15 | 1.89 | 1.29 | 1.84 |
Data as of 06/10/2026, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) |
-12.62%
Feb 2006 – Feb 2009 |
-2.61%
May 2007 – May 2012 |
3.73%
Feb 2006 – Feb 2016 |
3.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVFYX (PIONEER DISCIPLINED VALUE FUND PIONEER DISCIPLINED VALUE FUND: CLASS Y) |
18.75%
Feb 2009 – Feb 2012 |
17.24%
Feb 2009 – Feb 2014 |
12.35%
Sep 2011 – Sep 2021 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart