Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORIBX (Pioneer Oak Ridge Small Cap Growth B) | NA | -1.33% | 14.57% | 12.73% | 8.08% | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORIBX (Pioneer Oak Ridge Small Cap Growth B) | 02/25/2004 | 10/17/2014 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | -1.33 | 14.57 | 12.73 | 8.08 | NA | NA | … | … | -5.38 | 37.75 | 9.59 | -0.02 | 27.72 | 25.00 | -30.33 | 9.49 | 5.71 | 5.41 | 20.33 |
| Sharpe Ratio | NA | -0.09 | 0.84 | 0.63 | 0.32 | NA | NA | … | … | -0.42 | 2.74 | 0.58 | 0.00 | 1.37 | 0.94 | -0.82 | 0.36 | 0.15 | 0.23 | 1.57 |
| Standard Deviation(%) | NA | 15.54 | 17.21 | 20.41 | 22.44 | NA | NA | … | … | 15.88 | 13.76 | 16.56 | 30.18 | 20.17 | 26.55 | 37.88 | 18.23 | 15.90 | 14.38 | 14.84 |
| Draw Down(%) | NA | 10.17 | 10.36 | 25.54 | 49.69 | NA | NA | … | … | 10.17 | 5.45 | 10.36 | 25.54 | 14.78 | 25.82 | 43.90 | 8.97 | 14.74 | 9.36 | 12.14 |
| Yield(%) | 0.00 | 5.42 | 5.54 | 4.02 | 3.83 | 2.74 | 2.05 | … | … | 0.00 | 7.02 | 3.46 | 5.22 | 0.00 | 0.00 | 2.13 | 8.99 | 2.93 | 0.00 | 1.08 |
Data as of 10/17/2014, Common starting date is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIBX (Pioneer Oak Ridge Small Cap Growth B) |
-14.15%
Feb 2006 – Feb 2009 |
-2.17%
Mar 2004 – Mar 2009 |
8.51%
Sep 2004 – Sep 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORIBX (Pioneer Oak Ridge Small Cap Growth B) |
26.53%
Feb 2009 – Feb 2012 |
23.59%
Feb 2009 – Feb 2014 |
9.58%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart