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Pioneer Balanced ESG Y (AYBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.99-0.02 (-0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.46%
5-year average return8.70%
Number of years up26
Number of years down6
Best 1-yr total return (21 May 2024)27.84%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return27.84%
Worst 3-yr total return3.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAYBLXCategory
YTD2.88%9.69%
1-month-3.63%0.91%
3-month1.51%5.21%
1-year13.87%27.06%
3-year3.36%11.00%
5-year7.65%10.26%
10-year7.31%8.34%
Last bull market19.34%15.58%
Last bear market-11.62%-12.16%

Annual total return (%) history

Year
AYBLXCategory
2024
N/AN/A
2023
16.03%N/A
2022
-14.38%N/A
2021
15.44%N/A
2020
12.90%11.72%
2019
22.20%19.23%
2018
-4.41%-5.76%
2017
15.20%13.21%
2016
6.20%7.34%
2015
-0.53%-1.93%
2014
10.84%6.21%
2013
19.21%16.48%
2012
10.66%11.72%
2011
1.89%-0.11%
2010
10.24%11.83%
2009
27.84%24.13%
2008
-24.61%-28.00%
2007
5.20%5.99%
2006
13.84%11.29%
2005
4.76%5.13%
2004
7.76%8.86%
2003
15.86%20.35%
2002
-6.71%-12.02%
2001
4.84%-5.05%
2000
10.38%1.82%
1999
1.50%10.71%
1998
13.43%13.52%
1997
20.95%19.63%
1996
9.74%13.70%
1995
23.27%25.63%
1994
-0.39%-2.52%
1993
14.36%11.37%
1992
8.73%7.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.75%N/AN/AN/A
20233.95%4.33%-2.05%9.22%
2022-4.62%-11.62%-5.11%7.05%
20212.98%5.81%-0.27%6.23%
2020-13.80%14.68%5.21%8.55%
20199.69%4.27%3.17%3.56%
2018-1.15%1.16%3.79%-7.91%
20173.84%2.54%3.54%4.49%
20160.46%1.48%2.36%1.77%
20152.06%-0.32%-5.60%3.58%
20142.90%4.83%-0.00%2.76%
20136.83%0.49%4.58%6.18%
20128.07%-2.62%4.92%0.22%
20114.64%0.94%-10.96%8.33%
20103.82%-8.87%9.18%6.73%
2009-4.02%12.78%13.01%4.50%
2008-5.68%-2.22%-6.42%-12.64%
20072.06%3.06%2.19%-2.11%
20064.46%1.37%3.77%3.61%
2005-1.47%1.90%2.05%2.25%
20042.96%-0.99%0.12%5.58%
2003-2.80%10.66%0.50%7.18%
20020.35%-5.02%-6.74%4.96%
20010.12%3.57%-2.75%3.96%
20001.30%-1.97%6.21%4.65%
1999-0.52%5.57%-5.21%1.96%
19987.81%0.68%-3.35%8.12%
19971.70%9.21%7.48%1.32%
19962.97%1.85%0.84%3.76%
19957.42%6.62%3.88%3.61%
1994-2.52%0.84%2.31%-0.96%
19936.15%2.83%2.59%2.13%
19920.20%2.91%3.83%1.55%

Rank in category (by total return)

YTD23
1-month81
3-month51
1-year15
3-year20
5-year21

Load adjusted returns

1-year13.87%
3-year3.36%
5-year7.65%
10-year7.31%