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Pioneer Solutions- Balanced Fund- Class A: (MF: PIALX)
(NASDAQ Mutual Funds) As of Aug 20, 2024 08:00 PM ET
$11.98 USD
-0.01 (-0.08%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.78 | 44 |
| 3 months | 4.94 | 78 |
| 6 months | 8.09 | 49 |
| 1 Year | 12.07 | 46 |
| 3 Year | 4.37 | 17 |
| 5 Year | 7.77 | 38 |
| 10 Year | 3.90 | 78 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -39.53 |
| Bull Market (2/09 - 3/21) | 205.29 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 5.36 |
| 5 Year | 5.86 |
| 10 Year | 2.84 |
| Since Inception | 4.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.67 | -0.26 | NA | NA |
| 2023 | 3.24 | 2.38 | 0.00 | 5.70 |
| 2022 | -3.14 | -9.80 | -4.13 | 8.85 |
| 2021 | 6.23 | 4.15 | -0.60 | 2.43 |
| 2020 | -17.49 | 12.59 | 5.44 | 11.99 |
| 2019 | 7.03 | 1.80 | -0.08 | 6.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.78 | 11.73 | -8.83 | 12.66 | 9.70 | 15.45 | -10.11 | 12.89 | -0.36 | -8.89 | 4.26 |
| % Total Return Rel to Index | -7.92 | -14.50 | 9.37 | -16.02 | -8.69 | -16.03 | -5.72 | -8.90 | -12.29 | -10.28 | -9.37 |
| % Total Return Rel to Peer | 0.65 | -1.42 | 4.13 | 1.15 | -0.97 | -1.74 | -3.62 | -0.56 | -6.63 | -6.53 | 0.18 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.43 | 0.35 | 0.45 | 0.26 | 0.36 | 0.34 | 0.22 | 0.00 | 0.27 | 0.36 |
| % Yield | 0.00 | 3.73 | 2.98 | 3.25 | 2.04 | 2.94 | 3.01 | 1.71 | 0.00 | 2.33 | 2.75 |
| Capital Gains ($) | 0.00 | 0.00 | 1.09 | 0.35 | 0.07 | 0.36 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.42 | 0.46 | 0.44 | 0.46 | 0.49 | 0.45 | 0.57 | 0.68 | 0.67 | 0.66 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%