PCBKX
Pioneer Balanced ESG-K
$11.00
-0.02 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 429.578M |
| 52 Week High | 11.02 |
| 52 Week Low | 9.005 |
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Key Data
| Symbol | PCBKX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 11 |
| Price Yesterday | 11.02 |
| Market Cap | 429.58 |
| YTD Return | 8.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 11.02 |
|---|---|
| 52 Week Low | 9.01 |
| Market Cap | 429.58M |
| Shares Outstanding | 39.05M |
| Income Dividend Yield | 2.22% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.22% |
Returns Annualized
| One Day | -36.76% |
|---|---|
| Five Days | 90.83% |
| One Months | 24.43% |
| Three Months | 10.60% |
| Six Months | 19.25% |
| Nine Months | 24.89% |
| One Year | 17.43% |
| Three Years | 4.26% |
| Five Years | 8.25% |
| Ten Years | -999 |
| YTD | 16.96% |
| Since Inception | 8.28% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 1.29% |
| One Month | 1.75% |
| Three Months | 2.51% |
| Six Months | 9.04% |
| Nine Months | 17.91% |
| One Year | 17.41% |
| Three Years | 13.27% |
| Five Years | 48.47% |
| Ten Years | -999 |
| YTD | 8.41% |
| Since Inception | 97.70% |
Yearly Returns
| 2024 | 8.41% |
|---|---|
| 2023 | 15.99% |
| 2022 | -14.33% |
| 2021 | 15.38% |
| 2020 | 12.78% |
| 2019 | 22.17% |
| 2018 | -4.46% |
| 2017 | 15.48% |
| 2016 | 6.16% |
| 2015 | -1.44% |
Risk against SP-DA
| Alpha | -4.14% |
|---|---|
| Beta | 0.69 |
| Correlation | 96.59% |
| Downside Deviation | 2.29% |
| Coefficient of determination | 93.29% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.41 |
| Sortino | -4.92 |
| Treynor | 17.36 |
| Ulcer Index | 2.12 |
| Ulcer Performance Index | -5.32 |