Nasdaq - Delayed Quote USD

Pioneer Disciplined Value Y (CVFYX)

15.95 +0.02 (+0.13%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.94%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 16.10%
5y Average Return 10.78%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CVFYXCategory AverageCVFYXCategory AverageCVFYXCategory Average
Alpha -3.38 -0.01 -3.54 -0.03 -3.32 -0.03
BETA 0.88 0.01 0.92 0.01 0.95 0.01
Mean Annual Return 0.7 0.01 0.99 0.01 0.83 0.01
R-squared 69.63 0.78 77.22 0.83 81.9 0.84
Standard Deviation 18.41 0.17 18.82 0.19 16.04 0.16
Sharpe Ratio 0.25 0 0.5 0 0.51 0.01
Treynor Ratio 3.47 0.04 8.81 0.07 7.57 0.08

Related Tickers