Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDBX (Pioneer Independence B) | NA | 18.55% | 16.44% | 12.93% | NA | NA | NA | … | … |
Data as of 11/10/2014, Common starting date is 12/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDBX (Pioneer Independence B) | 12/12/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 18.55 | 16.44 | 12.93 | NA | NA | NA | … | … | 11.74 | 29.71 | 12.31 | -2.92 | 13.22 | 41.52 | -49.22 | -0.52 |
| Sharpe Ratio | NA | 1.48 | 1.11 | 0.69 | NA | NA | NA | … | … | 1.06 | 2.42 | 0.77 | -0.11 | 0.62 | 1.35 | -1.08 | -0.60 |
| Standard Deviation(%) | NA | 12.51 | 14.74 | 18.80 | NA | NA | NA | … | … | 12.98 | 12.24 | 16.05 | 26.77 | 21.28 | 30.74 | 46.44 | 20.58 |
| Draw Down(%) | NA | 8.31 | 13.34 | 21.39 | NA | NA | NA | … | … | 8.31 | 6.73 | 13.34 | 21.39 | 18.69 | 26.50 | 60.28 | 3.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/10/2014, Common starting date is 12/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDBX (Pioneer Independence B) |
-2.98%
Jan 2008 – Jan 2011 |
0.45%
Jan 2008 – Jan 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDBX (Pioneer Independence B) |
27.50%
Feb 2009 – Feb 2012 |
22.25%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart