Morningstar® Investment Profile™   Morningstar®
for Print
Pioneer Equity Income VCT II
Release date as of 2024-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Below Avg Average 1102
5-Year Below Avg Below Avg 1039
10-Year Below Avg Below Avg 808
Overall Below Avg Below Avg 1102
Morningstar Category: Large Value | Number of Funds in Category: 1102
Data through 2024-05-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 16.38
Mean 3.43
Sharpe Ratio 0.09
Trailing 3-Yr as of 2024-05-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell 1000 Value TR USD
R-Squared 98
Beta 0.98
Alpha -1.91
Trailing 3-Yr as of 2024-05-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Value Investing, Market/Market Volatility, Convertible Securities, High-Yield Securities, Industry and Sector Investing, IPO, Other, Preferred Stocks, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, Derivatives, Leverage, Pricing, Fixed-Income Securities, Socially Conscious, Increase in Expenses, Shareholder Activity, Management, Large Cap, Real Estate/REIT Sector
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  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.