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Nasdaq - Delayed Quote USD

Pioneer Solutions Balanced R (BALRX)

11.66
+0.03
+(0.26%)
At close: 8:05:07 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.29%
5y Average Return 11.87%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 1, 2025) 14.96%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 14.96%
Worst 3Y Total Return 0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BALRX
Category
YTD
4.03%
8.60%
1-Month
-0.26%
0.11%
3-Month
4.03%
4.82%
1-Year
6.50%
25.33%
3-Year
5.55%
8.02%
5-Year
11.20%
8.06%
10-Year
4.77%
6.03%
Last Bull Market
6.85%
13.54%
Last Bear Market
-9.88%
-13.20%

Annual Total Return (%) History

Year
BALRX
Category
2025
--
--
2024
8.04%
--
2023
11.50%
--
2022
-9.19%
--
2021
12.51%
--
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
--
-4.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.03% -- -- --
2024 5.53% -0.26% 5.87% -3.04%
2023 3.17% 2.30% -0.09% 5.74%
2022 -3.24% -9.88% -4.26% 8.77%
2021 6.20% 4.10% -0.61% 2.39%
2020 -17.43% 12.55% 5.38% 11.96%
2019 6.88% 1.63% -0.09% 5.93%
2018 -1.73% -1.25% 2.46% -9.74%
2017 3.91% 2.45% 3.16% 2.53%
2016 -0.81% 0.27% 3.00% -0.88%

2015 1.79% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 35
3-Month 28
1-Year 34
3-Year 22
5-Year 22

Load Adjusted Returns

1-Year 6.50%
3-Year 5.55%
5-Year 11.20%
10-Year 4.77%

Performance & Risk

YTD Return 4.29%
5y Average Return 11.87%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Victory Capital
Net Assets 380.77M
YTD Return 4.03%
Yield 4.66%
Morningstar Rating
Inception Date Sep 26, 2005

Fund Summary

The fund is a "fund of funds." It seeks to achieve its investment objectives by investing in other funds and using asset allocation strategies to allocate its assets among the underlying funds. It invests in underlying funds managed by Amundi Asset Management US, Inc.(“Amundi US”) or one of its affiliates. The fund allocates its assets among underlying funds with exposure to the broad asset classes of equity, fixed income and short-term (money market) investments. It is non-diversified.

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