Nasdaq - Delayed Quote USD
Pioneer Disciplined Value Y (CVFYX)
As of 8:06 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.75% |
| 5y Average Return | 10.04% |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 29.94% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 29.94% |
| Worst 3Y Total Return | 5.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CVFYX
Category
- YTD
- 13.07%
- 4.44%
- 1-Month
- -0.51%
- -4.04%
- 3-Month
- 2.82%
- 4.09%
- 1-Year
- 25.38%
- 14.37%
- 3-Year
- 5.22%
- 6.04%
- 5-Year
- 9.81%
- 9.20%
- 10-Year
- 8.75%
- 8.57%
- Last Bull Market
- 18.97%
- 22.97%
- Last Bear Market
- -12.29%
- -11.27%
Annual Total Return (%) History
Year
CVFYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.29% | -3.43% | 9.69% | -- |
| 2023 | 2.37% | 2.02% | -3.30% | 7.52% |
| 2022 | 0.68% | -12.29% | -10.57% | 14.79% |
| 2021 | 10.13% | 5.29% | 0.98% | 9.29% |
| 2020 | -24.40% | 13.65% | 6.08% | 16.30% |
| 2019 | 13.63% | 3.35% | 1.59% | 8.91% |
| 2018 | -1.69% | -0.89% | 4.17% | -14.45% |
| 2017 | 5.46% | 4.62% | 5.13% | 5.02% |
| 2016 | 0.00% | 2.08% | 4.22% | 7.47% |
| 2015 | -0.34% | -0.74% | -8.89% | 4.93% |
| 2014 | 1.83% | 3.65% | -0.48% | 4.68% |
| 2013 | 9.94% | 3.15% | 3.81% | 10.20% |
| 2012 | 12.03% | -4.41% | 6.38% | 0.09% |
| 2011 | 4.99% | 0.66% | -16.68% | 12.44% |
| 2010 | 4.46% | -11.91% | 11.10% | 9.79% |
| 2009 | -10.90% | 14.24% | 16.12% | 4.44% |
| 2008 | -18.59% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 73 |
| 1-Month | 30 |
| 3-Month | 45 |
| 1-Year | 84 |
| 3-Year | 86 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | 25.38% |
| 3-Year | 5.22% |
| 5-Year | 9.81% |
| 10-Year | 8.75% |
Performance & Risk
| YTD Return | 16.75% |
| 5y Average Return | 10.04% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Amundi US |
| Net Assets | 404.61M |
| YTD Return | 13.07% |
| Yield | 1.40% |
| Morningstar Rating | |
| Inception Date | Jul 30, 2008 |
Fund Summary
The fund invests primarily in equity securities of U.S. issuers. For purposes of the fund's investment policies, equity securities include common stocks and other equity instruments, such as securities of other investment companies that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities.
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