Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORLBX (Pioneer Oak Ridge Large Cap Growth B) | NA | 4.75% | 13.99% | 9.09% | 4.35% | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORLBX (Pioneer Oak Ridge Large 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 (%) | -0.86 | 4.75 | 13.99 | 9.09 | 4.35 | NA | NA | … | … | -1.35 | 32.15 | 10.86 | -2.45 | 6.83 | 32.47 | -38.85 | 6.63 | 1.75 | 6.50 | 7.81 |
| Sharpe Ratio | NA | 0.42 | 1.02 | 0.57 | 0.18 | NA | NA | … | … | -0.14 | 2.89 | 0.79 | -0.11 | 0.40 | 1.40 | -1.07 | 0.24 | -0.13 | 0.43 | 0.72 |
| Standard Deviation(%) | NA | 11.35 | 13.73 | 16.26 | 19.35 | NA | NA | … | … | 11.95 | 11.13 | 13.76 | 23.54 | 16.90 | 23.16 | 37.23 | 15.14 | 11.64 | 10.18 | 11.36 |
| Draw Down(%) | NA | 7.58 | 10.57 | 19.44 | 51.23 | NA | NA | … | … | 7.58 | 5.22 | 10.57 | 19.44 | 15.83 | 18.85 | 47.29 | 8.77 | 12.45 | 7.83 | 9.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.27 | 0.84 | 0.63 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 7.45 | 0.53 | 2.79 | 0.32 |
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 |
|---|---|---|---|---|
| ORLBX (Pioneer Oak Ridge Large Cap Growth B) |
-16.40%
Feb 2006 – Feb 2009 |
-6.04%
Mar 2004 – Mar 2009 |
4.24%
Mar 2004 – Mar 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLBX (Pioneer Oak Ridge Large Cap Growth B) |
20.16%
Feb 2009 – Feb 2012 |
17.94%
Feb 2009 – Feb 2014 |
5.16%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart