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Pioneer Disciplined Growth Fund Class C: (MF: INDCX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$12.04 USD
+0.17 (1.43%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.78 | 65 |
| 3 months | 6.84 | 65 |
| 6 months | 9.11 | 76 |
| 1 Year | 15.02 | 63 |
| 3 Year | 5.84 | 53 |
| 5 Year | 14.53 | 23 |
| 10 Year | 11.52 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -59.01 |
| Bull Market (2/09 - 3/21) | 855.79 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 17.92 |
| 5 Year | 14.91 |
| 10 Year | 11.42 |
| Since Inception | 8.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.89 | 1.32 | NA | NA |
| 2023 | 9.74 | 7.73 | -3.20 | 11.52 |
| 2022 | -8.62 | -16.38 | -5.53 | 8.07 |
| 2021 | 2.66 | 8.91 | -0.36 | 11.26 |
| 2020 | -14.65 | 24.86 | 10.55 | 13.13 |
| 2019 | 16.44 | 4.51 | 1.11 | 9.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.78 | 27.63 | -22.00 | 23.94 | 33.27 | 34.36 | -6.34 | 25.19 | -5.72 | 1.41 | 13.81 |
| % Total Return Rel to Index | -5.92 | 1.39 | -3.79 | -4.73 | 14.87 | 2.87 | -1.95 | 3.39 | -17.65 | 0.02 | 0.17 |
| % Total Return Rel to Peer | -1.89 | 4.63 | -2.30 | 1.88 | 13.36 | 5.94 | 0.51 | 4.51 | -13.54 | 3.01 | 5.60 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 1.00 | 3.00 | 2.00 | 5.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 |
| Capital Gains ($) | 0.00 | 0.00 | 0.88 | 5.73 | 5.06 | 0.89 | 3.69 | 2.31 | 0.00 | 0.99 | 0.91 |
| Expense Ratio | 1.80 | 1.83 | 1.81 | 1.84 | 1.83 | 1.87 | 1.87 | 1.94 | 1.98 | 2.00 | 2.04 |
* 1 = Top 20%, 5 = Bottom 20%