Nasdaq - Delayed Quote USD

Pioneer Disciplined Value C (CVCFX)

14.05 +0.24 (+1.74%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.91%
5y Average Return 8.72%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 30, 2024) 28.57%
Worst 1Y Total Return (May 30, 2024) --
Best 3Y Total Return 28.57%
Worst 3Y Total Return 4.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CVCFX
Category
YTD
2.38%
4.44%
1-Month
-4.32%
-4.04%
3-Month
2.00%
4.09%
1-Year
6.31%
14.37%
3-Year
3.05%
6.04%
5-Year
7.23%
9.20%
10-Year
7.19%
8.57%
Last Bull Market
18.41%
22.97%
Last Bear Market
-12.56%
-11.27%

Annual Total Return (%) History

Year
CVCFX
Category
2024
--
--
2023
7.35%
11.63%
2022
-10.30%
-5.90%
2021
26.50%
26.22%
2020
4.95%
2.91%
2019
28.57%
25.04%
2018
-14.09%
-8.53%
2017
20.49%
15.94%

2016
13.23%
14.81%
2015
-6.51%
-4.05%
2014
8.83%
10.21%
2013
28.38%
31.21%
2012
12.42%
14.57%
2011
-2.17%
-0.75%
2010
10.80%
13.66%
2009
22.20%
24.13%
2008
--
-37.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.00% -- -- --
2023 2.05% 1.70% -3.57% 7.27%
2022 0.44% -12.56% -10.82% 14.52%
2021 9.79% 4.99% 0.73% 8.95%
2020 -24.58% 13.43% 5.76% 15.99%
2019 13.42% 3.13% 1.26% 8.55%
2018 -1.92% -1.11% 3.89% -14.74%
2017 5.16% 4.39% 4.82% 4.71%
2016 -0.23% 1.82% 3.95% 7.22%
2015 -0.63% -0.98% -9.13% 4.55%

2014 1.54% 3.40% -0.74% 4.42%
2013 9.71% 2.85% 3.48% 9.94%
2012 11.61% -4.69% 6.00% -0.30%
2011 4.67% 0.33% -16.91% 12.10%
2010 4.24% -12.32% 10.82% 9.38%
2009 -11.16% 14.11% 15.76% 4.13%
2008 -18.82% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 63
3-Month 87
1-Year 93
3-Year 92
5-Year 85

Load Adjusted Returns

1-Year 5.31%
3-Year 3.05%
5-Year 7.23%
10-Year 7.19%

Performance & Risk

YTD Return 2.91%
5y Average Return 8.72%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Amundi US
Net Assets 389.99M
YTD Return 2.38%
Yield 0.74%
Morningstar Rating
Inception Date Dec 30, 2021

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.

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