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Pioneer Disciplined Value Y (CVFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
16.08-0.09 (-0.56%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.75%
5-Year Average Return10.04%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)29.94%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return29.94%
Worst 3-Yr Total Return5.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCVFYXCategory
YTD13.07%4.44%
1-Month-0.51%-4.04%
3-Month2.82%4.09%
1-Year25.38%14.37%
3-Year5.22%6.04%
5-Year9.81%9.20%
10-Year8.75%8.57%
Last Bull Market18.97%22.97%
Last Bear Market-12.29%-11.27%

Annual Total Return (%) History

Year
CVFYXCategory
2024
N/AN/A
2023
8.59%11.63%
2022
-9.35%-5.90%
2021
27.98%26.22%
2020
5.99%2.91%
2019
29.94%25.04%
2018
-13.17%-8.53%
2017
21.82%15.94%
2016
14.33%14.81%
2015
-5.43%-4.05%
2014
9.97%10.21%
2013
29.73%31.21%
2012
14.03%14.57%
2011
-1.00%-0.75%
2010
12.24%13.66%
2009
23.46%24.13%
2008
N/A-37.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.29%-3.43%9.69%N/A
20232.37%2.02%-3.30%7.52%
20220.68%-12.29%-10.57%14.79%
202110.13%5.29%0.98%9.29%
2020-24.40%13.65%6.08%16.30%
201913.63%3.35%1.59%8.91%
2018-1.69%-0.89%4.17%-14.45%
20175.46%4.62%5.13%5.02%
20160.00%2.08%4.22%7.47%
2015-0.34%-0.74%-8.89%4.93%
20141.83%3.65%-0.48%4.68%
20139.94%3.15%3.81%10.20%
201212.03%-4.41%6.38%0.09%
20114.99%0.66%-16.68%12.44%
20104.46%-11.91%11.10%9.79%
2009-10.90%14.24%16.12%4.44%
2008-18.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD73
1-Month30
3-Month45
1-Year84
3-Year86
5-Year72

Load Adjusted Returns

1-Year25.38%
3-Year5.22%
5-Year9.81%
10-Year8.75%