Pioneer Equity Income Fund Manager Performance Evaluation
| PEQKX Fund | USD 24.01 0.64 2.60% |
The fund holds a Beta of 0.26, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pioneer Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Pioneer Equity Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward-looking signals remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.6800 |
Pioneer |
Pioneer Equity Relative Risk vs. Return Landscape
If you would invest 3,292 in Pioneer Equity Income on September 20, 2024 and sell it today you would lose (891.00) from holding Pioneer Equity Income or give up 27.07% of portfolio value over 90 days. Pioneer Equity Income is currently producing negative expected returns and takes up 3.4429% volatility of returns over 90 trading days. Put another way, 30% of traded mutual funds are less volatile than Pioneer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Equity Current Valuation
Overvalued
Today
Please note that Pioneer Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Pioneer Equity Income holds a recent Real Value of $21.73 per share. The prevailing price of the fund is $24.01. We determine the value of Pioneer Equity Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pioneer Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.01 | Real 21.73 | Hype 24.01 |
The intrinsic value of Pioneer Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pioneer Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pioneer Equity Income helps investors to forecast how Pioneer mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pioneer Equity more accurately as focusing exclusively on Pioneer Equity's fundamentals will not take into account other important factors: Pioneer Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Equity Income, and traders can use it to determine the average amount a Pioneer Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1247
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PEQKX |
Estimated Market Risk
| 3.44 actual daily | 30 70% of assets are more volatile |
Expected Return
| -0.43 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pioneer Equity is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pioneer Equity by adding Pioneer Equity to a well-diversified portfolio.
Pioneer Equity Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Equity, and Pioneer Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pioneer Mutual Fund performance.
| Price To Earning | 2.89 X | ||||
| Price To Book | 2.51 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 1.96 B | ||||
About Pioneer Equity Performance
Evaluating Pioneer Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pioneer Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Normally, the fund invests at least 80 percent of its total assets in income producing equity securities of U.S. issuers. The income producing equity securities in which the fund may invest include common stocks, preferred stocks, securities of other investment companies that invest primarily in equity securities, and equity interests in real estate investment trusts .Things to note about Pioneer Equity Income performance evaluation
Checking the ongoing alerts about Pioneer Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pioneer Equity generated a negative expected return over the last 90 days | |
| Pioneer Equity has high historical volatility and very poor performance | |
| The fund maintains 99.89% of its assets in stocks |
- Analyzing Pioneer Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pioneer Equity's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pioneer Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Equity's mutual fund. These opinions can provide insight into Pioneer Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Equity financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Equity security.
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