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Nasdaq - Delayed Quote USD

Pioneer Equity Premium Income A (PMARX)

10.67
-0.21
(-1.93%)
As of 8:06:57 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.18%
5y Average Return 5.58%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 9, 2025) 23.24%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 23.24%
Worst 3Y Total Return -1.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMARX
Category
YTD
-0.79%
11.36%
1-Month
-2.65%
1.08%
3-Month
-0.79%
5.12%
1-Year
3.20%
28.59%
3-Year
1.64%
9.08%
5-Year
7.62%
8.21%
10-Year
3.78%
7.85%
Last Bull Market
10.96%
22.28%
Last Bear Market
-13.05%
-18.84%

Annual Total Return (%) History

Year
PMARX
Category
2025
--
--
2024
9.22%
--
2023
11.64%
--
2022
-18.97%
--
2021
10.98%
--
2020
6.47%
4.24%
2019
16.65%
18.81%
2018
-10.70%
-5.81%

2017
23.24%
13.46%
2016
3.99%
7.25%
2015
0.60%
-0.37%
2014
-2.64%
8.01%
2013
14.45%
16.58%
2012
13.90%
7.95%
2011
3.06%
-0.51%
2010
--
12.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.79% -- -- --
2024 5.00% 0.12% 5.71% -1.71%
2023 1.17% 3.99% -2.73% 9.10%
2022 -6.66% -13.05% -5.25% 5.37%
2021 7.48% 3.92% -2.80% 2.22%
2020 -19.76% 12.06% 4.41% 13.41%
2019 9.90% 1.99% -1.73% 5.90%
2018 3.13% -3.21% 2.93% -13.09%
2017 3.40% 6.58% 7.00% 4.52%
2016 1.62% 1.64% 3.61% -2.82%

2015 7.28% 1.71% -8.72% 1.00%
2014 -1.13% 0.38% -3.76% 1.93%
2013 7.84% -3.45% 3.67% 6.03%
2012 7.89% -3.33% 4.68% 4.32%
2011 2.90% 0.18% -3.00% 3.06%
2010 6.15% 2.16% -- --

Rank in Category (By Total Return)

YTD 30
1-Month 25
3-Month 30
1-Year 72
3-Year 90
5-Year 99

Load Adjusted Returns

1-Year -1.44%
3-Year 0.10%
5-Year 6.63%
10-Year 3.31%

Performance & Risk

YTD Return -7.18%
5y Average Return 5.58%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category Derivative Income
Fund Family Amundi US
Net Assets 113.04M
YTD Return -0.79%
Yield 12.06%
Morningstar Rating
Inception Date Sep 13, 2013

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities and equity-related investments. Equity securities and equity-related investments include common and preferred stocks, depositary receipts, warrants, rights, equity-linked notes (ELNs), master limited partnerships, equity interests in real estate trusts (REITs) and other equity interests, such as securities of other investment companies that invest primarily in equity securities.

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