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Pioneer Solutions Balanced R (BALRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.47+0.06 (+0.53%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.16%
5-Year Average Return6.87%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)14.96%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return14.96%
Worst 3-Yr Total Return0.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBALRXCategory
YTD6.08%8.60%
1-Month2.40%0.11%
3-Month3.51%4.82%
1-Year15.31%25.33%
3-Year2.91%8.02%
5-Year7.80%8.06%
10-Year4.42%6.03%
Last Bull Market13.72%13.54%
Last Bear Market-9.88%-13.20%

Annual Total Return (%) History

Year
BALRXCategory
2024
N/AN/A
2023
11.50%N/A
2022
-9.19%N/A
2021
12.51%N/A
2020
9.66%6.18%
2019
14.96%16.10%
2018
-10.26%-8.26%
2017
12.61%14.79%
2016
1.54%6.04%
2015
N/A-4.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.53%N/AN/AN/A
20233.17%2.30%-0.09%5.74%
2022-3.24%-9.88%-4.26%8.77%
20216.20%4.10%-0.61%2.39%
2020-17.43%12.55%5.38%11.96%
20196.88%1.63%-0.09%5.93%
2018-1.73%-1.25%2.46%-9.74%
20173.91%2.45%3.16%2.53%
2016-0.81%0.27%3.00%-0.88%
20151.79%N/AN/AN/A

Rank In Category (By Total Return)

YTD27
1-Month86
3-Month37
1-Year33
3-Year29
5-Year18

Load Adjusted Returns

1-Year15.31%
3-Year2.91%
5-Year7.80%
10-Year4.42%