Performance analysis of PHD (Pioneer Floating Rate Fund)
Annual Return
Over the past 3 years, PHD has had an average annual return of -60.88%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PHD has had an average annual return of -44.64%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, PHD has had an average annual return of -22.90%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Dec 23, 2004, PHD has had an average annual return of -9.72%, underperforming the benchmark SPY, which returned +10.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | -95.64% | +16.92% | +18.19% | -17.26% | +21.30% | -0.25% | +20.27% | -8.96% | +2.66% | +16.68% | +1.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -4.89% | +2.87% | +14.13% | +4.27% | +20.78% | +83.25% | -49.15% | -6.92% | +26.76% | -10.13% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +2,388.53% | +0% | +0% | +0% | -95.98% | +0% | ||||||
| 2025 | +0.99% | -0.06% | -0.78% | -0.55% | +5.20% | +1.49% | +0.67% | +0.92% | +0.60% | -0.10% | -95.98% | +0% | -95.64% |
| 2024 | +3.49% | +3.09% | +0.85% | -0.08% | +3.06% | -0.29% | +3.83% | +0.17% | +1.34% | +0.07% | +1.44% | -1.08% | +16.92% |
| 2023 | +4.11% | +3.04% | -5.71% | +0.67% | -1.97% | +4.30% | +4.31% | +2.39% | +0.24% | -3.32% | +5.38% | +4.08% | +18.19% |
| 2022 | -0.21% | -5.32% | -3.05% | -4.34% | -5.55% | -4.40% | +4.98% | -0.24% | -5.36% | +0.28% | +5.82% | -0.59% | -17.26% |
| 2021 | +4.73% | +5.88% | +3.07% | -1.81% | +1.55% | +6.14% | -3.92% | -0.20% | +2.02% | +2.77% | +1.77% | -1.97% | +21.30% |
| 2020 | -0.36% | -5.05% | -25.31% | +10.35% | +7.79% | +6.68% | +2.53% | +1.47% | +4% | -0.18% | +7.73% | -4.39% | -0.25% |
| 2019 | +5.69% | +3.60% | -1.79% | +3.76% | -3.37% | +4.30% | -0.25% | -1.39% | +1.95% | +0.03% | +1.17% | +5.40% | +20.27% |
| 2018 | +0.87% | -0.52% | +2.28% | +0.08% | -1.29% | -1.33% | -0.44% | +0.09% | +0.64% | -3.82% | -0.87% | -4.84% | -8.96% |
| 2017 | +3.04% | +1.65% | -0.73% | +1.47% | -2.93% | +0.34% | +1.43% | -0.41% | +1.02% | +1.08% | -4.15% | +1.05% | +2.66% |
Drawdown analysis of PHD (Pioneer Floating Rate Fund)
The maximum drawdown for the PHD was -96.00%, occurring on Nov 26, 2025. This drawdown has not yet recovered.
The current PHD drawdown is -96.00%.
Since Dec 23, 2004 PHD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.00% | Aug 4, 2025 | 49 | Nov 26, 2025 | Ongoing | Ongoing | Ongoing |
| -63.54% | Jun 19, 2007 | 377 | Dec 15, 2008 | 506 | Dec 17, 2010 | 883 |
| -39.85% | Feb 19, 2020 | 20 | Mar 18, 2020 | 174 | Nov 23, 2020 | 194 |
| -25.99% | Dec 15, 2021 | 126 | Jun 16, 2022 | 431 | Mar 6, 2024 | 557 |
| -19.45% | May 19, 2011 | 95 | Oct 4, 2011 | 207 | Jul 31, 2012 | 302 |
| -16.69% | May 24, 2013 | 668 | Jan 20, 2016 | 175 | Sep 28, 2016 | 843 |
| -13.98% | Oct 16, 2017 | 297 | Dec 20, 2018 | 230 | Nov 19, 2019 | 527 |
| -13.70% | Jan 4, 2005 | 98 | May 25, 2005 | 215 | Apr 3, 2006 | 313 |
| -9.32% | Feb 14, 2025 | 35 | Apr 7, 2025 | 23 | May 9, 2025 | 58 |
| -8.38% | Sep 25, 2012 | 34 | Nov 14, 2012 | 46 | Jan 23, 2013 | 80 |
| -6.45% | Dec 15, 2020 | 12 | Jan 4, 2021 | 20 | Feb 2, 2021 | 32 |
| -6.28% | Jul 7, 2021 | 53 | Sep 21, 2021 | 30 | Nov 2, 2021 | 83 |
| -5.69% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -5.36% | Apr 10, 2017 | 54 | Jun 27, 2017 | 73 | Oct 10, 2017 | 127 |
| -4.97% | Apr 9, 2021 | 8 | Apr 21, 2021 | 32 | Jun 7, 2021 | 40 |
| -4.58% | Mar 22, 2013 | 15 | Apr 15, 2013 | 19 | May 10, 2013 | 34 |
| -4.43% | Dec 17, 2010 | 8 | Dec 30, 2010 | 15 | Jan 21, 2011 | 23 |
| -3.47% | Oct 28, 2016 | 9 | Nov 10, 2016 | 3 | Nov 15, 2016 | 12 |
| -3.43% | Feb 16, 2007 | 10 | Mar 5, 2007 | 14 | Mar 23, 2007 | 24 |
| -3.27% | Feb 10, 2021 | 3 | Feb 16, 2021 | 4 | Feb 22, 2021 | 7 |
| -3.18% | Feb 22, 2021 | 8 | Mar 4, 2021 | 9 | Mar 17, 2021 | 17 |
| -2.91% | Jan 24, 2011 | 36 | Mar 16, 2011 | 16 | Apr 7, 2011 | 52 |
| -2.64% | Aug 2, 2006 | 12 | Aug 18, 2006 | 14 | Sep 8, 2006 | 26 |
| -2.54% | Dec 12, 2024 | 5 | Dec 19, 2024 | 37 | Feb 14, 2025 | 42 |
| -2.29% | Jan 29, 2013 | 10 | Feb 12, 2013 | 3 | Feb 15, 2013 | 13 |