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Pioneer Solutions Balanced A (PIALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.62+0.05 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.31%
5-year average return7.09%
Number of years up14
Number of years down5
Best 1-yr total return (2 Jul 2024)28.97%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.97%
Worst 3-yr total return1.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIALXCategory
YTD5.40%8.60%
1-month-0.78%0.11%
3-month-0.26%4.82%
1-year11.41%25.33%
3-year3.01%8.02%
5-year7.06%8.06%
10-year4.41%6.03%
Last bull market13.93%13.54%
Last bear market-9.81%-13.20%

Annual total return (%) history

Year
PIALXCategory
2024
N/AN/A
2023
11.74%N/A
2022
-8.87%N/A
2021
12.67%N/A
2020
9.74%6.18%
2019
15.48%16.10%
2018
-10.09%-8.26%
2017
12.89%14.79%
2016
1.81%6.04%
2015
-1.60%-4.15%
2014
3.85%1.54%
2013
16.07%10.07%
2012
10.21%10.74%
2011
-2.12%-3.99%
2010
11.96%10.58%
2009
28.97%24.37%
2008
-30.23%-28.98%
2007
5.24%11.39%
2006
10.49%16.61%
2005
6.49%6.56%
2004
N/A15.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.67%-0.26%N/AN/A
20233.24%2.38%-0.09%5.81%
2022-3.14%-9.81%-4.13%8.81%
20216.24%4.15%-0.60%2.45%
2020-17.50%12.59%5.45%12.03%
20197.03%1.80%-0.09%6.08%
2018-1.64%-1.16%2.44%-9.72%
20173.99%2.62%3.14%2.57%
2016-0.72%0.45%2.90%-0.79%
20152.18%0.24%-5.51%1.68%
20141.46%3.61%-1.78%0.57%
20135.57%-0.26%4.94%5.05%
20127.72%-3.07%3.94%1.55%
20113.64%0.28%-11.35%6.23%
20103.90%-6.50%8.69%6.03%
2009-5.69%16.41%12.89%4.05%
2008-6.38%-0.81%-9.21%-17.24%
20071.83%3.84%1.89%-2.31%
20063.67%-1.47%3.24%4.76%
2005-0.65%1.49%3.50%2.04%
20046.94%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month75
3-month79
1-year39
3-year29
5-year16

Load adjusted returns

1-year5.01%
3-year0.99%
5-year5.80%
10-year3.79%