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ALL ORDS
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Bitcoin AUD
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Pioneer Balanced ESG K (PCBKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.94
+0.04
(+0.37%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.81%
5-year average return
8.02%
Number of years up
6
Number of years down
2
Best 1-yr total return (2 July 2024)
22.16%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
22.16%
Worst 3-yr total return
3.69%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PCBKX
Category
YTD
7.32%
9.69%
1-month
1.20%
0.91%
3-month
0.46%
5.21%
1-year
14.80%
27.06%
3-year
4.17%
11.00%
5-year
8.21%
10.26%
10-year
7.34%
8.34%
Last bull market
19.34%
15.58%
Last bear market
-11.64%
-12.16%
Annual total return (%) history
Year
PCBKX
Category
2024
N/A
N/A
2023
15.99%
N/A
2022
-14.33%
N/A
2021
15.39%
N/A
2020
12.78%
11.72%
2019
22.16%
19.23%
2018
-4.45%
-5.76%
2017
15.47%
13.21%
2016
6.17%
7.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.83%
0.46%
N/A
N/A
2023
3.88%
4.38%
-2.07%
9.23%
2022
-4.58%
-11.64%
-5.06%
7.02%
2021
2.91%
5.77%
-0.19%
6.20%
2020
-13.79%
14.67%
5.03%
8.63%
2019
9.65%
4.20%
3.19%
3.61%
2018
-1.15%
1.17%
3.82%
-7.97%
2017
3.98%
2.45%
3.67%
4.56%
2016
0.46%
1.49%
2.38%
1.71%
Rank in category (by total return)
YTD
33
1-month
56
3-month
73
1-year
22
3-year
22
5-year
26
Load adjusted returns
1-year
14.80%
3-year
4.17%
5-year
8.21%
10-year
7.34%
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