Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIBLX (Pioneer Ibbotson Moderate Allocation B) | NA | 6.55% | 9.44% | 7.51% | NA | NA | NA | … | … |
Data as of 11/10/2014, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIBLX (Pioneer Ibbotson Moderate Allocation B) | 01/26/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 6.55 | 9.44 | 7.51 | NA | NA | NA | … | … | 3.67 | 15.07 | 9.50 | -2.97 | 11.37 | 27.94 | -31.27 | 4.34 | 9.48 | 5.08 |
| Sharpe Ratio | NA | 0.99 | 1.17 | 0.75 | NA | NA | NA | … | … | 0.62 | 2.07 | 1.12 | -0.21 | 1.05 | 1.63 | -1.23 | 0.13 | 0.85 | 0.51 |
| Standard Deviation(%) | NA | 6.72 | 8.07 | 9.99 | NA | NA | NA | … | … | 6.91 | 7.27 | 8.51 | 14.32 | 10.77 | 17.12 | 26.06 | 10.13 | 7.34 | 6.40 |
| Draw Down(%) | NA | 6.18 | 7.70 | 15.35 | NA | NA | NA | … | … | 6.18 | 6.02 | 7.70 | 15.35 | 9.17 | 17.65 | 38.85 | 6.81 | 7.19 | 4.14 |
| Yield(%) | 0.00 | 0.38 | 0.75 | 1.17 | 2.01 | 1.34 | 1.00 | … | … | 0.00 | 0.42 | 0.64 | 1.13 | 1.24 | 2.75 | 5.58 | 5.57 | 2.05 | 0.31 |
Data as of 11/10/2014, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIBLX (Pioneer Ibbotson Moderate Allocation B) |
-11.70%
Feb 2006 – Feb 2009 |
-1.13%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIBLX (Pioneer Ibbotson Moderate Allocation B) |
18.02%
Feb 2009 – Feb 2012 |
14.44%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart