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Pioneer Fundamental Growth Y (FUNYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.74+0.15 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.43%
5-year average return16.42%
Number of years up12
Number of years down2
Best 1-yr total return (23 Jun 2024)34.27%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return34.27%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUNYXCategory
YTD10.79%12.38%
1-month3.45%5.09%
3-month1.94%10.28%
1-year31.20%41.70%
3-year10.09%22.56%
5-year17.00%21.98%
10-year14.05%15.99%
Last bull market26.96%25.99%
Last bear market-17.89%-17.29%

Annual total return (%) history

Year
FUNYXCategory
2024
N/AN/A
2023
33.12%N/A
2022
-20.57%N/A
2021
23.74%N/A
2020
27.36%35.86%
2019
34.27%31.90%
2018
-0.31%-2.09%
2017
23.02%27.67%
2016
3.98%3.23%
2015
6.69%3.60%
2014
14.23%10.00%
2013
33.16%33.92%
2012
14.71%15.34%
2011
6.70%-2.46%
2010
11.04%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.39%N/AN/AN/A
20238.56%9.64%-0.75%12.69%
2022-8.07%-17.89%-2.46%7.89%
20212.51%9.61%0.08%10.03%
2020-16.30%23.63%11.29%10.60%
201914.49%4.71%3.01%8.73%
20180.75%3.32%9.06%-12.19%
20178.21%4.77%3.87%4.46%
20160.37%-0.63%4.05%0.20%
20152.67%1.25%-4.37%7.32%
2014-0.59%5.96%2.03%6.29%
20139.00%1.87%7.49%11.56%
201213.68%-2.26%5.54%-2.18%
20115.21%3.02%-10.68%10.21%
20104.47%-12.01%10.34%9.48%
200911.97%7.27%N/AN/A

Rank in category (by total return)

YTD62
1-month80
3-month60
1-year53
3-year17
5-year29

Load adjusted returns

1-year31.20%
3-year10.09%
5-year17.00%
10-year14.05%