Pioneer Floating Rate Fund, Inc.

Pioneer Floating Rate Fund, Inc. - ROEverified

PHD

Price:

$9.95

Market Cap:

$123.13M

The Pioneer Floating Rate Fund, Inc. (PHD) operates as a closed-end mutual fund, with its oversight and management provided by Pioneer Investment Management, Inc. This investment vehicle primarily allocates capital to senior secured floating-rate loans within the United States' fixed income markets. To benchmark its performance, the fund measures itself against the Barclays U.S. High Yield Loans Index. Established on October 6, 2004, the fund is domiciled in the United States.

Industry

Asset Management

IPO Date

2004-12-23

Stock Exchange

NYSE

Ticker

PHD

The ROE as of November 2025 (TTM) for Pioneer Floating Rate Fund, Inc. (PHD) is 13.17%

According to Pioneer Floating Rate Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 13.17%. This represents a change of 126.24% compared to the average of 5.82% of the last 4 quarters.

Pioneer Floating Rate Fund, Inc. (PHD) Historical ROE (quarterly & annually)

How has PHD ROE performed in the past?

The mean historical ROE of Pioneer Floating Rate Fund, Inc. over the last ten years is 4.76%. The current 13.17% ROE has changed 177.06% with respect to the historical average. Over the past ten years (40 quarters), PHD's ROE was at its highest in in the November 2020 quarter at 11.94%. The ROE was at its lowest in in the May 2020 quarter at -12.33%.

Quarterly (TTM)
Annual

Average

4.76%

Median

4.81%

Minimum

-9.52%

Maximum

13.02%

Pioneer Floating Rate Fund, Inc. (PHD) ROE by Quarter and Year

Discovering the peaks and valleys of Pioneer Floating Rate Fund, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.30%

Maximum Annual ROE = 13.02%

Minimum Annual Increase = -232.57%

Minimum Annual ROE = -9.52%

Quarterly (TTM)
Annual
YearROEChange
202413.02%3.14%
202312.62%-232.57%
2022-9.52%-200.27%
20219.50%1.30%
20200.68%-84.75%
20194.44%55.40%
20182.86%-44.73%
20175.17%-29.69%
20167.36%419.27%
20151.42%-67.82%

Pioneer Floating Rate Fund, Inc. (PHD) Average ROE

How has PHD ROE performed in the past?

The current ROE of Pioneer Floating Rate Fund, Inc. (PHD) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

5.37%

5-year avg

5.26%

10-year avg

4.76%

Pioneer Floating Rate Fund, Inc. (PHD) ROE vs. Peers

How is PHD’s ROE compared to its peers?

Pioneer Floating Rate Fund, Inc.’s ROE is less than Pioneer Diversified High Income Fund, Inc. (10.72%), greater than Hawaii Municipal Fund (0%), greater than CLS Shelter Fund (0%), greater than Nuveen Short Duration Credit Opportunities Fund (-5.65%), less than NXG NextGen Infrastructure Income Fund (16.36%), less than BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (16.09%), less than PMC Diversified Equity Fund (0%), less than Tortoise Pipeline & Energy Fund, Inc. (6.07%), greater than Nuveen Georgia Quality Municipal Income Fund (-11.86%), less than Nuveen Emerging Markets Debt 2022 Target Term Fund (3.61%),

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