PEQIX
Pioneer Equity Income-A
$30.77
0.01 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 1134.708M |
| 52 Week High | 32.223 |
| 52 Week Low | 26.06 |
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Key Data
| Symbol | PEQIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 30.77 |
| Price Yesterday | 30.76 |
| Market Cap | 1,134.71 |
| YTD Return | 3.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0102 |
Overview
| 52 Week High | 32.22 |
|---|---|
| 52 Week Low | 26.06 |
| Market Cap | 1,134.71M |
| Shares Outstanding | 36.88M |
| Income Dividend Yield | 1.91% |
| Long Term Dividend Yield | 15.72% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 17.63% |
Returns Annualized
| One Day | 8.54% |
|---|---|
| Five Days | -10.83% |
| One Months | 0.00% |
| Three Months | -14.46% |
| Six Months | 7.29% |
| Nine Months | 16.99% |
| One Year | 8.40% |
| Three Years | 3.38% |
| Five Years | 6.87% |
| Ten Years | 7.66% |
| YTD | 6.18% |
| Since Inception | 9.21% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | -0.23% |
| One Month | 0.00% |
| Three Months | -3.77% |
| Six Months | 3.52% |
| Nine Months | 12.34% |
| One Year | 8.39% |
| Three Years | 10.42% |
| Five Years | 39.29% |
| Ten Years | 108.72% |
| YTD | 3.14% |
| Since Inception | 1880.05% |
Yearly Returns
| 2024 | 3.14% |
|---|---|
| 2023 | 7.38% |
| 2022 | -8.20% |
| 2021 | 25.55% |
| 2020 | -0.19% |
| 2019 | 25.44% |
| 2018 | -8.90% |
| 2017 | 14.95% |
| 2016 | 19.15% |
| 2015 | 0.27% |
Risk against SP-DA
| Alpha | -12.46% |
|---|---|
| Beta | 0.66 |
| Correlation | 65.35% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 42.71% |
| Standard Deviation | 3.27% |
| Sharpe Ratio | -1.8 |
| Sortino | -7.34 |
| Treynor | 4.56 |
| Ulcer Index | 4.29 |
| Ulcer Performance Index | -4.74 |