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Pioneer Classic Balanced K (PCBKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.94+0.04 (+0.37%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return8.02%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)22.16%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return22.16%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCBKXCategory
YTD7.32%9.69%
1-month1.20%0.91%
3-month0.46%5.21%
1-year14.80%27.06%
3-year4.17%11.00%
5-year8.21%10.26%
10-year7.34%8.34%
Last bull market19.34%15.58%
Last bear market-11.64%-12.16%

Annual total return (%) history

Year
PCBKXCategory
2024
N/AN/A
2023
15.99%N/A
2022
-14.33%N/A
2021
15.39%N/A
2020
12.78%11.72%
2019
22.16%19.23%
2018
-4.45%-5.76%
2017
15.47%13.21%
2016
6.17%7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.83%0.46%N/AN/A
20233.88%4.38%-2.07%9.23%
2022-4.58%-11.64%-5.06%7.02%
20212.91%5.77%-0.19%6.20%
2020-13.79%14.67%5.03%8.63%
20199.65%4.20%3.19%3.61%
2018-1.15%1.17%3.82%-7.97%
20173.98%2.45%3.67%4.56%
20160.46%1.49%2.38%1.71%

Rank in category (by total return)

YTD33
1-month56
3-month73
1-year22
3-year22
5-year26

Load adjusted returns

1-year14.80%
3-year4.17%
5-year8.21%
10-year7.34%