Performance analysis of HNW (Pioneer Diversified High Income Fund)
Annual Return
Over the past 3 years, HNW has had an average annual return of +23.52%, outperforming the benchmark SPY, which returned +22.31% annual.
Over the past 5 years, HNW has had an average annual return of +6.75%, underperforming the benchmark SPY, which returned +12.49% annual.
Over the past 10 years, HNW has had an average annual return of +7.62%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 30, 2007, HNW has had an average annual return of +6.70%, underperforming the benchmark SPY, which returned +10.32% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.06% | +24.42% | +19.19% | -27.06% | +14.69% | +8.07% | +24.18% | -10.11% | +6.01% | +20.44% | -9.32% | -4.81% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |||||
| +14.18% | +16.14% | +5.02% | +25.41% | +72.16% | -30.59% | -16.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.76% | +1.85% | +0.26% | -0.99% | +4.86% | +3.42% | +0.08% | +3.10% | +0.04% | +14.06% | |||
| 2024 | +3.74% | +2.62% | +5.63% | -2.81% | +1.61% | +2.08% | +6.01% | +0.87% | +0.88% | +0.80% | +1.05% | -0.09% | +24.42% |
| 2023 | +9.15% | -2.75% | -2.94% | -0.11% | +0.30% | +2.31% | +2.88% | +1.67% | -0.68% | -2.01% | +6.60% | +4% | +19.19% |
| 2022 | -5.35% | -7.28% | -2.60% | -3.58% | -1.92% | -8.41% | +5.58% | +2.54% | -9.53% | +0.03% | +3.65% | -2.98% | -27.06% |
| 2021 | +0.21% | +0.47% | +1.51% | +2.80% | +1.41% | +1.66% | +0.99% | +3.48% | -0.01% | +1.74% | -0.53% | +0.12% | +14.69% |
| 2020 | +1.48% | -2.51% | -27.69% | +5.69% | +7.65% | +3.28% | +5.81% | +8.53% | +0.16% | -7.27% | +14.26% | +5.48% | +8.07% |
| 2019 | +6.92% | +1.48% | +2.32% | +1.72% | -1.29% | +2.02% | +1.23% | -0.17% | +2.36% | +2.80% | -0.85% | +3.56% | +24.18% |
| 2018 | -1.44% | -1.00% | -0.04% | +0.11% | -0.90% | -0.71% | -0.57% | +3.45% | -0.51% | -4.15% | -2.49% | -2.17% | -10.11% |
| 2017 | +1.63% | +1.14% | -0.32% | +3.94% | -0.34% | -0.03% | +1.62% | -0.28% | +1.75% | -0.99% | -4.14% | +2.10% | +6.01% |
Drawdown analysis of HNW (Pioneer Diversified High Income Fund)
The maximum drawdown for the HNW was -52.90%, occurring on Nov 21, 2008. Recovery took 199 trading sessions.
The current HNW drawdown is -0.39%.
Since May 30, 2007 HNW has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.90% | Jun 4, 2007 | 373 | Nov 21, 2008 | 199 | Sep 9, 2009 | 572 |
| -40.37% | Feb 20, 2020 | 22 | Mar 23, 2020 | 176 | Dec 1, 2020 | 198 |
| -32.83% | Dec 23, 2021 | 203 | Oct 14, 2022 | 449 | Jul 31, 2024 | 652 |
| -28.46% | Jul 29, 2014 | 348 | Dec 14, 2015 | 339 | Apr 20, 2017 | 687 |
| -21.01% | May 13, 2011 | 59 | Aug 8, 2011 | 138 | Feb 24, 2012 | 197 |
| -15.28% | Apr 27, 2010 | 17 | May 20, 2010 | 52 | Aug 4, 2010 | 69 |
| -14.66% | Sep 29, 2017 | 309 | Dec 21, 2018 | 136 | Jul 10, 2019 | 445 |
| -12.77% | May 16, 2013 | 67 | Aug 21, 2013 | 103 | Jan 17, 2014 | 170 |
| -11.15% | Sep 21, 2012 | 36 | Nov 14, 2012 | 53 | Feb 1, 2013 | 89 |
| -10.54% | Nov 9, 2010 | 23 | Dec 13, 2010 | 45 | Feb 16, 2011 | 68 |
| -7.99% | Feb 24, 2012 | 59 | May 18, 2012 | 34 | Jul 9, 2012 | 93 |
| -7.74% | Sep 11, 2009 | 35 | Oct 30, 2009 | 48 | Jan 11, 2010 | 83 |
| -6.75% | Mar 25, 2025 | 9 | Apr 7, 2025 | 23 | May 9, 2025 | 32 |
| -5.03% | Nov 12, 2021 | 14 | Dec 3, 2021 | 14 | Dec 23, 2021 | 28 |
| -5.02% | Mar 12, 2013 | 3 | Mar 15, 2013 | 17 | Apr 10, 2013 | 20 |
| -4.21% | Jan 22, 2014 | 11 | Feb 6, 2014 | 54 | Apr 25, 2014 | 65 |
| -4.13% | Feb 3, 2010 | 3 | Feb 8, 2010 | 6 | Feb 17, 2010 | 9 |
| -3.83% | Jul 31, 2024 | 3 | Aug 5, 2024 | 3 | Aug 8, 2024 | 6 |
| -3.35% | Dec 29, 2020 | 7 | Jan 8, 2021 | 4 | Jan 14, 2021 | 11 |
| -3.11% | Dec 2, 2020 | 7 | Dec 11, 2020 | 4 | Dec 17, 2020 | 11 |
| -2.84% | Aug 10, 2010 | 15 | Aug 31, 2010 | 3 | Sep 3, 2010 | 18 |
| -2.72% | Aug 7, 2017 | 32 | Sep 21, 2017 | 6 | Sep 29, 2017 | 38 |
| -2.71% | Aug 17, 2021 | 2 | Aug 19, 2021 | 7 | Aug 30, 2021 | 9 |
| -2.64% | Feb 18, 2021 | 5 | Feb 25, 2021 | 26 | Apr 5, 2021 | 31 |
| -2.35% | Nov 8, 2024 | 5 | Nov 15, 2024 | 11 | Dec 3, 2024 | 16 |