Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPHDX (Pioneer Floating Rate Trust) | NA | 4.05% | 10.34% | 6.29% | 4.19% | 3.57% | 0.55% | … | … |
Data as of 12/01/2025, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPHDX (Pioneer Floating Rate Trust) | 12/29/2004 | 12/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.05 | 10.34 | 6.29 | 4.19 | 3.57 | 0.55 | … | … | 3.70 | 11.49 | 16.13 | -8.72 | 7.17 | 2.33 | 10.27 | -0.99 | 0.81 | 4.15 | -4.37 | 1.15 | 8.00 | 8.44 | -4.16 | 8.89 | 52.15 | -55.60 | -10.81 | 2.10 | -0.21 | 0.00 |
| Sharpe Ratio | NA | 0.52 | 3.05 | 1.39 | 0.56 | NA | NA | … | … | 0.52 | 5.26 | 4.29 | -2.27 | 4.88 | 0.16 | 4.13 | -1.64 | 0.10 | 1.83 | -2.15 | 0.57 | 2.75 | 2.78 | -0.84 | 2.33 | 7.55 | -4.29 | -2.76 | -0.43 | -1.14 | 0.00 |
| Standard Deviation(%) | NA | 2.10 | 2.27 | 2.88 | 4.73 | NA | NA | … | … | 2.17 | 1.50 | 2.93 | 4.49 | 1.46 | 13.02 | 2.13 | 1.45 | 1.55 | 2.15 | 2.04 | 2.00 | 2.89 | 3.04 | 4.97 | 3.77 | 6.90 | 13.15 | 5.07 | 3.07 | 2.17 | NA |
| Draw Down(%) | NA | 3.39 | 3.39 | 11.88 | 28.84 | NA | NA | … | … | 3.39 | 0.97 | 2.70 | 11.88 | 0.51 | 28.84 | 0.83 | 5.07 | 1.26 | 2.49 | 6.74 | 2.07 | 1.63 | 2.62 | 11.08 | 5.69 | 4.83 | 55.83 | 13.05 | 1.72 | 2.64 | 0.00 |
| Yield(%) | 0.00 | 5.91 | 9.37 | 7.54 | 5.36 | 4.45 | 2.20 | … | … | 5.10 | 9.86 | 11.17 | 7.38 | 5.82 | 5.72 | 6.94 | 5.34 | 2.39 | 0.00 | 0.00 | 5.62 | 7.04 | 1.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/01/2025, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHDX (Pioneer Floating Rate Trust) |
-26.06%
Dec 2005 – Dec 2008 |
-9.17%
Aug 2005 – Aug 2010 |
-3.44%
Feb 2006 – Feb 2016 |
-2.80%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHDX (Pioneer Floating Rate Trust) |
16.66%
Dec 2008 – Dec 2011 |
13.21%
Dec 2008 – Dec 2013 |
6.46%
Dec 2008 – Dec 2018 |
6.00%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart