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Pioneer Balanced Esg Fund Class A: (MF: AOBLX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$10.54 USD
-0.03 (-0.28%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.71 | 26 |
| 3 months | 6.71 | 26 |
| 6 months | 16.08 | 38 |
| 1 Year | 18.91 | 24 |
| 3 Year | 5.60 | 28 |
| 5 Year | 8.67 | 28 |
| 10 Year | 7.49 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 65.75 |
| Bear Market (10/07 - 2/09) | -33.35 |
| Bull Market (2/09 - 3/21) | 335.10 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 13.79 |
| 5 Year | 7.71 |
| 10 Year | 7.02 |
| Since Inception | 7.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.71 | NA | NA | NA |
| 2023 | 3.75 | 4.37 | -1.85 | 8.78 |
| 2022 | -4.65 | -11.70 | -5.25 | 7.03 |
| 2021 | 2.90 | 5.66 | -0.36 | 6.18 |
| 2020 | -13.79 | 14.52 | 5.02 | 8.50 |
| 2019 | 9.50 | 4.19 | 3.08 | 3.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.71 | 15.61 | -14.62 | 15.03 | 12.50 | 21.73 | -4.61 | 15.04 | 5.93 | -1.11 | 10.89 |
| % Total Return Rel to Index | -3.84 | -10.62 | 3.58 | -13.65 | -5.89 | -9.75 | -0.22 | -6.75 | -6.00 | -2.50 | -2.74 |
| % Total Return Rel to Peer | 1.04 | 1.65 | -0.87 | 1.84 | 1.22 | 2.97 | 0.95 | 1.89 | -0.41 | 1.21 | 5.47 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.04 | 0.20 | 0.13 | 0.12 | 0.12 | 0.16 | 0.17 | 0.17 | 0.18 | 0.17 | 0.21 |
| % Yield | 0.34 | 1.91 | 1.43 | 1.05 | 1.15 | 1.56 | 1.88 | 1.60 | 1.93 | 1.82 | 2.03 |
| Capital Gains ($) | 0.00 | 0.00 | 0.13 | 0.78 | 0.26 | 0.39 | 0.63 | 0.71 | 0.04 | 0.18 | 0.86 |
| Expense Ratio | 0.00 | 0.94 | 0.95 | 0.99 | 0.99 | 1.01 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%