Back to top
Pioneer Solutions- Balanced Fund- Class Y: (MF: IMOYX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$12.48 USD
+0.12 (0.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.77 | 44 |
| 3 months | 4.22 | 80 |
| 6 months | 8.06 | 44 |
| 1 Year | 15.69 | 52 |
| 3 Year | 4.76 | 11 |
| 5 Year | 8.73 | 35 |
| 10 Year | 4.08 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.43 |
| Bull Market (2/09 - 3/21) | 224.14 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 11.66 |
| 5 Year | 7.31 |
| 10 Year | 3.63 |
| Since Inception | 4.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.65 | -0.17 | NA | NA |
| 2023 | 3.18 | 2.43 | 0.09 | 5.77 |
| 2022 | -3.16 | -9.72 | -3.97 | 8.90 |
| 2021 | 6.30 | 4.16 | -0.51 | 2.52 |
| 2020 | -17.41 | 12.60 | 5.55 | 12.06 |
| 2019 | 7.02 | 1.77 | 0.08 | 6.08 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.77 | 11.89 | -8.58 | 12.93 | 10.00 | 15.65 | -9.92 | 13.13 | -0.35 | -8.58 | 4.55 |
| % Total Return Rel to Index | -8.77 | -14.34 | 9.61 | -15.75 | -8.40 | -15.83 | -5.53 | -8.66 | -12.29 | -9.97 | -9.08 |
| % Total Return Rel to Peer | 0.80 | -1.26 | 4.38 | 1.42 | -0.68 | -1.54 | -3.42 | -0.32 | -6.63 | -6.22 | 0.47 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 5.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.45 | 0.38 | 0.48 | 0.29 | 0.38 | 0.35 | 0.24 | 0.00 | 0.30 | 0.39 |
| % Yield | 0.00 | 3.83 | 3.21 | 3.46 | 2.24 | 3.09 | 3.12 | 1.88 | 0.00 | 2.52 | 2.96 |
| Capital Gains ($) | 0.00 | 0.00 | 1.09 | 0.35 | 0.07 | 0.36 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.26 | 0.34 | 0.14 | 0.19 | 0.25 | 0.27 | 0.40 | 0.47 | 0.40 | 0.36 | 0.40 |
* 1 = Top 20%, 5 = Bottom 20%