PEQKX
Pioneer Equity Income-K
$30.83
0.01 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 1134.717M |
| 52 Week High | 32.262 |
| 52 Week Low | 26.055 |
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Key Data
| Symbol | PEQKX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 30.83 |
| Price Yesterday | 30.82 |
| Market Cap | 1,134.72 |
| YTD Return | 3.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 32.26 |
|---|---|
| 52 Week Low | 26.06 |
| Market Cap | 1,134.72M |
| Shares Outstanding | 36.81M |
| Income Dividend Yield | 2.25% |
| Long Term Dividend Yield | 15.69% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 17.94% |
Returns Annualized
| One Day | 8.53% |
|---|---|
| Five Days | -10.81% |
| One Months | 0.41% |
| Three Months | -14.21% |
| Six Months | 7.69% |
| Nine Months | 17.39% |
| One Year | 8.78% |
| Three Years | 3.73% |
| Five Years | 7.25% |
| Ten Years | 8.05% |
| YTD | 6.57% |
| Since Inception | 10.01% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | -0.23% |
| One Month | 0.03% |
| Three Months | -3.70% |
| Six Months | 3.71% |
| Nine Months | 12.62% |
| One Year | 8.77% |
| Three Years | 11.54% |
| Five Years | 41.77% |
| Ten Years | 116.38% |
| YTD | 3.33% |
| Since Inception | 199.90% |
Yearly Returns
| 2024 | 3.33% |
|---|---|
| 2023 | 7.75% |
| 2022 | -7.92% |
| 2021 | 26.00% |
| 2020 | 0.21% |
| 2019 | 25.90% |
| 2018 | -8.57% |
| 2017 | 15.35% |
| 2016 | 19.57% |
| 2015 | 0.63% |
Risk against SP-DA
| Alpha | -12.19% |
|---|---|
| Beta | 0.67 |
| Correlation | 65.84% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 43.35% |
| Standard Deviation | 3.26% |
| Sharpe Ratio | -1.76 |
| Sortino | -7.21 |
| Treynor | 5.09 |
| Ulcer Index | 4.25 |
| Ulcer Performance Index | -4.7 |