PCBCX
Pioneer Balanced ESG-C
$10.91
-0.02 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 429.61M |
| 52 Week High | 10.93 |
| 52 Week Low | 8.998 |
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Key Data
| Symbol | PCBCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 10.91 |
| Price Yesterday | 10.93 |
| Market Cap | 429.61 |
| YTD Return | 7.88% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0171 |
Overview
| 52 Week High | 10.93 |
|---|---|
| 52 Week Low | 9.00 |
| Market Cap | 429.61M |
| Shares Outstanding | 39.38M |
| Income Dividend Yield | 1.26% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.26% |
Returns Annualized
| One Day | -37.00% |
|---|---|
| Five Days | 91.86% |
| One Months | 23.35% |
| Three Months | 9.47% |
| Six Months | 17.87% |
| Nine Months | 23.60% |
| One Year | 16.16% |
| Three Years | 3.19% |
| Five Years | 7.12% |
| Ten Years | 6.33% |
| YTD | 15.86% |
| Since Inception | 6.33% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 1.30% |
| One Month | 1.68% |
| Three Months | 2.25% |
| Six Months | 8.42% |
| Nine Months | 17.01% |
| One Year | 16.14% |
| Three Years | 9.84% |
| Five Years | 40.92% |
| Ten Years | 84.38% |
| YTD | 7.88% |
| Since Inception | 215.59% |
Yearly Returns
| 2024 | 7.88% |
|---|---|
| 2023 | 14.74% |
| 2022 | -15.20% |
| 2021 | 14.16% |
| 2020 | 11.66% |
| 2019 | 20.78% |
| 2018 | -5.30% |
| 2017 | 14.17% |
| 2016 | 5.22% |
| 2015 | -1.66% |
Risk against SP-DA
| Alpha | -5.68% |
|---|---|
| Beta | 0.71 |
| Correlation | 96.39% |
| Downside Deviation | 2.38% |
| Coefficient of determination | 92.91% |
| Standard Deviation | 2.35% |
| Sharpe Ratio | -1.54 |
| Sortino | -5.27 |
| Treynor | 15.28 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -5.62 |