Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNW (Pioneer Diversified High IT) | NA | 18.15% | 19.43% | 9.97% | 8.48% | 6.61% | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNW (Pioneer Diversified High IT) | 05/30/2007 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 18.15 | 19.43 | 9.97 | 8.48 | 6.61 | NA | … | … | 15.36 | 24.43 | 19.21 | -27.04 | 14.69 | 8.09 | 24.49 | -10.31 | 6.02 | 20.44 | -9.33 | -4.84 | 14.19 | 15.40 | 4.86 | 26.63 | 74.73 | -30.79 | -16.41 |
| Sharpe Ratio | NA | 1.53 | 1.67 | 0.75 | 0.53 | NA | NA | … | … | 1.74 | 2.51 | 1.72 | -1.93 | 1.72 | 0.27 | 3.94 | -1.62 | 0.65 | 1.78 | -0.83 | -0.41 | 1.03 | 1.26 | 0.27 | 1.30 | 2.56 | -0.71 | -1.31 |
| Standard Deviation(%) | NA | 9.86 | 9.59 | 10.83 | 13.06 | NA | NA | … | … | 10.60 | 8.28 | 9.12 | 14.77 | 8.55 | 28.49 | 5.84 | 7.24 | 8.32 | 11.36 | 11.32 | 11.71 | 13.72 | 12.33 | 17.90 | 20.47 | 29.18 | 44.80 | 22.16 |
| Draw Down(%) | NA | 6.75 | 9.18 | 32.83 | 40.37 | NA | NA | … | … | 6.75 | 4.13 | 9.18 | 31.05 | 5.03 | 40.37 | 1.61 | 12.40 | 6.10 | 7.84 | 18.77 | 18.98 | 12.76 | 11.16 | 21.01 | 15.27 | 22.58 | 49.82 | 22.06 |
| Yield(%) | 0.00 | 10.76 | 11.30 | 9.31 | 8.54 | 7.16 | 5.91 | … | … | 5.06 | 13.70 | 11.46 | 7.62 | 9.19 | 8.76 | 8.99 | 7.85 | 7.64 | 9.99 | 8.87 | 9.32 | 11.44 | 10.84 | 9.50 | 10.80 | 19.51 | 11.33 | 4.73 |
Data as of 09/26/2025, Common starting date is 05/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNW (Pioneer Diversified High IT) |
-6.15%
Mar 2017 – Mar 2020 |
-1.51%
Mar 2015 – Mar 2020 |
1.64%
Apr 2013 – Apr 2023 |
4.75%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNW (Pioneer Diversified High IT) |
34.81%
Nov 2008 – Nov 2011 |
26.42%
Nov 2008 – Nov 2013 |
12.81%
Nov 2008 – Nov 2018 |
10.33%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart