Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVKFX (Pioneer Disciplined Value Fund – Class K) | 7.58% | 23.42% | 15.53% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVKFX (Pioneer Disciplined Value Fund – Class K) | 12/30/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 23.42 | 15.53 | NA | NA | NA | NA | … | … | 7.58 | 17.73 | 12.45 | 8.67 | -9.42 | 0.12 |
| Sharpe Ratio | NA | 1.80 | 0.90 | NA | NA | NA | NA | … | … | 1.33 | 0.87 | 0.80 | 0.35 | -0.50 | NA |
| Standard Deviation(%) | NA | 11.55 | 13.60 | NA | NA | NA | NA | … | … | 12.11 | 17.05 | 10.97 | 14.44 | 21.68 | 0.00 |
| Draw Down(%) | NA | 8.13 | 16.80 | NA | NA | NA | NA | … | … | 8.13 | 16.80 | 7.14 | 13.09 | 24.03 | 0.00 |
| Yield(%) | 0.00 | 6.60 | 5.26 | 4.55 | 2.27 | 1.52 | 1.14 | … | … | 0.00 | 6.78 | 5.29 | 2.48 | 9.83 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVKFX (Pioneer Disciplined Value Fund – Class K) |
4.22%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVKFX (Pioneer Disciplined Value Fund – Class K) |
16.68%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart