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Pioneer Equity Income Fund (PEQKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.28+0.38 (+1.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.94%
5-year average return8.89%
Number of years up9
Number of years down2
Best 1-yr total return (2 Oct 2024)29.43%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return29.43%
Worst 3-yr total return4.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEQKXCategory
YTD11.85%4.44%
1-month0.79%-4.04%
3-month7.82%4.09%
1-year21.01%14.37%
3-year7.11%6.04%
5-year8.49%9.20%
10-year9.19%8.57%
Last bull market21.97%22.97%
Last bear market-11.57%-11.27%

Annual total return (%) history

Year
PEQKXCategory
2024
N/AN/A
2023
7.75%11.63%
2022
-7.92%-5.90%
2021
26.00%26.22%
2020
0.21%2.91%
2019
25.90%25.04%
2018
-8.57%-8.53%
2017
15.36%15.94%
2016
19.57%14.81%
2015
0.64%-4.05%
2014
13.32%10.21%
2013
29.43%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.13%-4.07%7.82%N/A
20230.77%2.93%-3.98%8.19%
2022-1.80%-11.57%-6.53%13.45%
20219.73%4.95%-1.20%10.75%
2020-26.46%15.66%4.05%13.23%
201912.46%1.82%2.49%7.28%
2018-2.09%2.03%3.58%-11.64%
20172.98%1.33%4.41%5.87%
20164.31%3.90%2.62%7.51%
20151.14%-1.71%-4.57%6.08%
20142.91%5.41%-2.89%7.57%
201312.45%1.32%4.88%8.32%

Rank in category (by total return)

YTD89
1-month69
3-month55
1-year91
3-year89
5-year90

Load adjusted returns

1-year21.01%
3-year7.11%
5-year8.49%
10-year9.19%