Victory Pioneer Equity Income Fund Class A: (MF: PEQIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$23.41 USD
+0.40 (1.74%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.23 | 22 |
3 months | 2.23 | 22 |
6 months | 1.95 | 9 |
1 Year | 5.30 | 69 |
3 Year | 4.55 | 80 |
5 Year | 13.84 | 74 |
10 Year | 8.11 | 66 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 113.52 |
Bear Market (10/07 - 2/09) | -47.24 |
Bull Market (2/09 - 3/21) | 535.47 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | -0.43 |
5 Year | 12.57 |
10 Year | 7.51 |
Since Inception | 9.14 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.23 | NA | NA | NA |
2024 | 8.01 | -4.13 | 7.73 | -0.28 |
2023 | 0.64 | 2.87 | -4.04 | 8.09 |
2022 | -1.88 | -11.64 | -6.62 | 13.40 |
2021 | 9.65 | 4.82 | -1.27 | 10.64 |
2020 | -26.51 | 15.53 | 3.92 | 13.11 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.23 | 11.24 | 7.38 | -8.19 | 25.55 | -0.19 | 25.44 | -8.88 | 14.95 | 19.13 | -0.08 |
% Total Return Rel to Index | 6.50 | -13.77 | -18.85 | 10.01 | -3.12 | -18.59 | -6.04 | -4.49 | -6.83 | 7.19 | -1.47 |
% Total Return Rel to Peer | 2.70 | -4.59 | -7.89 | 2.59 | 1.21 | -8.40 | -0.19 | -1.32 | -2.45 | 7.81 | 3.13 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 3.00 | 5.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 |
% Dividends | 0.15 | 0.58 | 0.54 | 0.69 | 0.56 | 0.56 | 0.63 | 0.77 | 0.50 | 0.61 | 0.58 |
% Yield | 0.57 | 1.66 | 1.40 | 1.79 | 1.20 | 1.49 | 1.60 | 2.29 | 1.28 | 1.58 | 1.64 |
Capital Gains ($) | 0.00 | 9.31 | 4.84 | 3.55 | 3.26 | 0.00 | 0.83 | 1.58 | 1.40 | 3.69 | 2.58 |
Expense Ratio | 0.00 | 1.00 | 1.02 | 0.99 | 1.02 | 1.06 | 1.00 | 1.00 | 1.02 | 1.04 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%