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Pioneer Balanced ESG A (AOBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.99+0.01 (+0.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.69%
5-year average return7.96%
Number of years up26
Number of years down6
Best 1-yr total return (23 Jun 2024)27.37%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return27.37%
Worst 3-yr total return3.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAOBLXCategory
YTD5.84%9.69%
1-month2.94%0.91%
3-month2.06%5.21%
1-year17.43%27.06%
3-year3.65%11.00%
5-year8.57%10.26%
10-year7.09%8.34%
Last bull market19.21%15.58%
Last bear market-11.70%-12.16%

Annual total return (%) history

Year
AOBLXCategory
2024
N/AN/A
2023
15.62%N/A
2022
-14.63%N/A
2021
15.06%N/A
2020
12.52%11.72%
2019
21.73%19.23%
2018
-4.61%-5.76%
2017
15.00%13.21%
2016
5.97%7.34%
2015
-0.82%-1.93%
2014
10.51%6.21%
2013
18.83%16.48%
2012
10.36%11.72%
2011
1.60%-0.11%
2010
9.88%11.83%
2009
27.37%24.13%
2008
-24.84%-28.00%
2007
4.82%5.99%
2006
13.33%11.29%
2005
4.60%5.13%
2004
7.61%8.86%
2003
15.70%20.35%
2002
-6.86%-12.02%
2001
4.61%-5.05%
2000
10.19%1.82%
1999
1.31%10.71%
1998
13.14%13.52%
1997
20.80%19.63%
1996
9.73%13.70%
1995
23.54%25.63%
1994
-0.40%-2.52%
1993
14.38%11.37%
1992
8.74%7.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.71%N/AN/AN/A
20233.76%4.37%-2.17%9.12%
2022-4.66%-11.70%-5.25%7.03%
20212.91%5.66%-0.36%6.21%
2020-13.80%14.53%5.03%8.52%
20199.51%4.19%3.08%3.50%
2018-1.16%1.06%3.71%-7.92%
20173.87%2.45%3.46%4.46%
20160.35%1.60%2.26%1.64%
20151.96%-0.43%-5.64%3.53%
20142.70%4.86%-0.21%2.84%
20136.74%0.49%4.29%6.23%
20127.97%-2.63%4.83%0.15%
20114.53%0.94%-11.06%8.26%
20103.70%-8.87%9.04%6.63%
2009-4.16%12.78%12.88%4.39%
2008-5.79%-2.22%-6.53%-12.71%
20072.06%2.96%2.00%-2.21%
20064.28%1.27%3.68%3.51%
2005-1.50%1.78%2.11%2.19%
20042.93%-1.10%0.16%5.54%
2003-2.83%10.62%0.46%7.14%
20020.31%-5.06%-6.78%4.91%
20010.09%3.53%-2.86%3.93%
20001.24%-2.00%6.17%4.62%
1999-0.58%5.51%-5.27%1.95%
19987.75%0.69%-3.48%8.04%
19971.70%9.21%7.46%1.22%
19962.97%1.86%0.84%3.75%
19957.43%6.64%3.89%3.80%
1994-2.53%0.84%2.32%-0.96%
19936.15%2.84%2.60%2.12%
19920.20%2.91%3.83%1.56%

Rank in category (by total return)

YTD30
1-month64
3-month66
1-year23
3-year27
5-year29

Load adjusted returns

1-year12.15%
3-year2.07%
5-year7.58%
10-year6.60%