Performance analysis of PHT (Pioneer High Income Fund)
Annual Return
Over the past 3 years, PHT has had an average annual return of +19.36%, underperforming the benchmark SPY, which returned +22.31% annual.
Over the past 5 years, PHT has had an average annual return of +4.62%, underperforming the benchmark SPY, which returned +12.49% annual.
Over the past 10 years, PHT has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Apr 26, 2002, PHT has had an average annual return of +8.13%, underperforming the benchmark SPY, which returned +10.06% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.78% | +18.22% | +21.34% | -25.85% | +17.74% | +3.64% | +30.72% | -10.54% | +2.92% | +18.08% | -37.32% | +10.55% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| +17.84% | +1.14% | +23.54% | +22.05% | +104.35% | -33.62% | -13.85% | +21.74% | +11.11% | +14.70% | +33.58% | -0.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +3.17% | -0.07% | -1.07% | -1.46% | +5.48% | +2.72% | +1.06% | +2.46% | +0% | +12.78% | |||
| 2024 | +3.87% | +1.57% | +3.85% | -3.33% | -0.36% | +4.20% | +3.81% | +2.40% | +2.23% | -2.20% | +2.79% | -1.59% | +18.22% |
| 2023 | +9.52% | +0.11% | -4.59% | +2.36% | +0.24% | +1.26% | +2.47% | +2.60% | -2.68% | -1.87% | +8.97% | +2.05% | +21.34% |
| 2022 | -8.14% | -5.07% | -1.87% | -5.06% | -1.73% | -4.39% | +2.76% | +0.28% | -8.82% | +1.62% | +8.31% | -6.07% | -25.85% |
| 2021 | +1.23% | +2.57% | +2.74% | +5.92% | +3.30% | -3.16% | +1.27% | +11.42% | -9.03% | +5.16% | -2.96% | -0.56% | +17.74% |
| 2020 | +2.41% | -7.67% | -27.66% | +7.43% | +8.24% | +2.54% | +5.77% | +5.23% | -1.41% | -2.21% | +15.23% | +2.77% | +3.64% |
| 2019 | +7.65% | +3.94% | +1.90% | +4.56% | -3.17% | +1.52% | +4.31% | -0.77% | +1.17% | +3.25% | -0.24% | +3.41% | +30.72% |
| 2018 | -0.21% | -0.77% | -1.00% | +1.86% | -0.16% | -0.70% | -0.05% | +1.91% | -0.05% | -4.92% | -3.51% | -3.25% | -10.54% |
| 2017 | -2.00% | +1.77% | -1.13% | +1.78% | +1.15% | -0.75% | +1.88% | -0.45% | +1.21% | +0.45% | -2.44% | +1.55% | +2.92% |
Drawdown analysis of PHT (Pioneer High Income Fund)
The maximum drawdown for the PHT was -60.83%, occurring on Nov 20, 2008. Recovery took 199 trading sessions.
The current PHT drawdown is -0.83%.
Since Apr 26, 2002 PHT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.83% | Jun 5, 2007 | 371 | Nov 20, 2008 | 199 | Sep 8, 2009 | 570 |
| -50.44% | Nov 12, 2014 | 1347 | Mar 23, 2020 | 266 | Apr 13, 2021 | 1613 |
| -37.85% | Sep 14, 2021 | 274 | Oct 14, 2022 | 645 | May 13, 2025 | 919 |
| -19.28% | Oct 5, 2012 | 27 | Nov 15, 2012 | 102 | Apr 16, 2013 | 129 |
| -17.08% | Apr 14, 2010 | 26 | May 20, 2010 | 50 | Aug 2, 2010 | 76 |
| -17.06% | May 8, 2002 | 46 | Jul 15, 2002 | 123 | Jan 8, 2003 | 169 |
| -16.58% | May 25, 2011 | 51 | Aug 8, 2011 | 48 | Oct 14, 2011 | 99 |
| -14.85% | Feb 13, 2004 | 59 | May 10, 2004 | 82 | Sep 7, 2004 | 141 |
| -12.85% | May 14, 2013 | 28 | Jun 24, 2013 | 93 | Nov 4, 2013 | 121 |
| -12.77% | Dec 31, 2004 | 56 | Mar 23, 2005 | 54 | Jun 9, 2005 | 110 |
| -12.44% | Nov 9, 2010 | 24 | Dec 14, 2010 | 45 | Feb 17, 2011 | 69 |
| -9.50% | Jan 3, 2007 | 41 | Mar 5, 2007 | 34 | Apr 23, 2007 | 75 |
| -9.35% | Jul 24, 2014 | 9 | Aug 6, 2014 | 69 | Nov 12, 2014 | 78 |
| -8.00% | Sep 6, 2005 | 30 | Oct 18, 2005 | 48 | Dec 27, 2005 | 78 |
| -7.62% | Jan 9, 2012 | 52 | Mar 23, 2012 | 71 | Jul 5, 2012 | 123 |
| -6.85% | Jan 20, 2010 | 12 | Feb 5, 2010 | 16 | Mar 2, 2010 | 28 |
| -6.70% | Jul 2, 2003 | 23 | Aug 5, 2003 | 37 | Sep 26, 2003 | 60 |
| -6.34% | Oct 27, 2009 | 1 | Oct 28, 2009 | 8 | Nov 9, 2009 | 9 |
| -6.06% | Sep 16, 2009 | 3 | Sep 21, 2009 | 15 | Oct 12, 2009 | 18 |
| -5.25% | May 28, 2021 | 14 | Jun 18, 2021 | 31 | Aug 3, 2021 | 45 |
| -5.21% | Sep 22, 2006 | 7 | Oct 3, 2006 | 14 | Oct 23, 2006 | 21 |
| -4.99% | Nov 15, 2013 | 18 | Dec 12, 2013 | 19 | Jan 10, 2014 | 37 |
| -4.71% | Aug 17, 2010 | 8 | Aug 27, 2010 | 8 | Sep 9, 2010 | 16 |
| -4.32% | Dec 6, 2006 | 7 | Dec 15, 2006 | 10 | Jan 3, 2007 | 17 |
| -4.28% | Nov 8, 2011 | 9 | Nov 21, 2011 | 13 | Dec 9, 2011 | 22 |