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Pioneer Disciplined Growth Fund Class Y: (MF: INYDX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$19.63 USD
+0.13 (0.67%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.94 | 46 |
| 3 months | 1.64 | 44 |
| 6 months | 10.94 | 46 |
| 1 Year | 20.30 | 44 |
| 3 Year | 7.80 | 30 |
| 5 Year | 16.06 | 13 |
| 10 Year | 13.57 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -61.05 |
| Bull Market (2/09 - 3/21) | 1,100.86 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.30 |
| 5 Year | 16.06 |
| 10 Year | 13.57 |
| Since Inception | 10.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.14 | 1.64 | NA | NA |
| 2023 | 10.04 | 7.97 | -2.94 | 11.71 |
| 2022 | -8.48 | -16.26 | -5.21 | 8.30 |
| 2021 | 2.95 | 9.16 | -0.13 | 11.57 |
| 2020 | -14.48 | 25.20 | 10.86 | 13.43 |
| 2019 | 16.67 | 4.78 | 1.44 | 9.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.94 | 28.84 | -21.33 | 25.23 | 34.65 | 35.80 | -5.48 | 26.53 | 4.02 | 2.67 | 15.17 |
| % Total Return Rel to Index | -4.36 | 2.59 | -3.13 | -3.45 | 16.25 | 4.31 | -1.09 | 4.73 | -7.90 | 1.28 | 1.52 |
| % Total Return Rel to Peer | 0.27 | 5.84 | -1.63 | 3.17 | 14.73 | 7.37 | 1.37 | 5.85 | -3.79 | 4.26 | 6.96 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.04 | 0.06 | 0.00 | 0.00 | 0.06 | 0.02 | 0.06 | 0.08 | 0.11 | 0.22 |
| % Yield | 0.00 | 0.25 | 0.42 | 0.00 | 0.00 | 0.34 | 0.14 | 0.30 | 0.44 | 0.57 | 1.10 |
| Capital Gains ($) | 0.00 | 0.00 | 0.88 | 5.73 | 5.06 | 0.89 | 3.69 | 2.31 | 1.35 | 1.00 | 0.91 |
| Expense Ratio | 0.83 | 0.83 | 0.84 | 0.82 | 0.81 | 0.83 | 0.87 | 0.85 | 0.86 | 0.82 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%