Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SERSX (Pioneer Disciplined Value A) | NA | 24.11% | 14.39% | 2.48% | NA | NA | NA | … | … |
Data as of 06/07/2013, Common starting date is 12/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SERSX (Pioneer Disciplined Value A) | 12/21/2005 | 06/07/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | 24.11 | 14.39 | 2.48 | NA | NA | NA | … | … | 12.06 | 13.60 | -1.31 | 11.65 | 17.25 | -34.64 | -3.42 | 15.05 | -0.60 |
| Sharpe Ratio | NA | 1.75 | 0.76 | 0.09 | NA | NA | NA | … | … | 2.14 | 0.98 | -0.05 | 0.61 | 0.59 | -0.89 | -0.34 | 1.08 | -2.63 |
| Standard Deviation(%) | NA | 13.74 | 18.95 | 26.77 | NA | NA | NA | … | … | 14.03 | 13.97 | 24.89 | 19.01 | 28.88 | 39.96 | 18.77 | 10.89 | 9.56 |
| Draw Down(%) | NA | 7.49 | 21.24 | 47.95 | NA | NA | NA | … | … | 6.92 | 12.07 | 21.24 | 16.81 | 26.12 | 44.64 | 15.78 | 7.86 | 1.20 |
| Yield(%) | 0.00 | 2.84 | 7.03 | 3.19 | 1.67 | 1.12 | 0.84 | … | … | 0.00 | 2.86 | 6.73 | 10.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2013, Common starting date is 12/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERSX (Pioneer Disciplined Value A) |
-16.45%
Feb 2006 – Feb 2009 |
-5.61%
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 |
|---|---|---|---|---|
| SERSX (Pioneer Disciplined Value A) |
19.07%
Feb 2009 – Feb 2012 |
3.42%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart