PHD (Pioneer Floating Rate Trust) ROE % Adjusted to Book Value: 3.20% (As of May. 2025)


PHD Pioneer Floating Rate Trust PHD
12 GF Score
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What is Pioneer Floating Rate Trust ROE % Adjusted to Book Value?

Pioneer Floating Rate Trust PHD 12 ROE % Adjusted to Book Value is 3.20% as of May. 2025. GuruFocus rates PHD with a GF Score™ of 12/100. The stock has 1 warning sign investors should review.

Pioneer Floating Rate Trust's ROE % for the quarter that ended in May. 2025 was 3.10%. Pioneer Floating Rate Trust's PB Ratio for the quarter that ended in May. 2025 was 0.97. Pioneer Floating Rate Trust's ROE % Adjusted to Book Value for the quarter that ended in May. 2025 was 3.20%.

Pioneer Floating Rate Trust ROE % Adjusted to Book Value Related Terms

Pioneer Floating Rate Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Pioneer Floating Rate Trust's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Pioneer Floating Rate Trust ROE % Adjusted to Book Value Chart

Pioneer Floating Rate Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 0.69 6.30 -9.64 14.33 13.72

Pioneer Floating Rate Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.31 19.92 17.23 10.41 3.20

PHD vs DEFG, PIAC, SVVC: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Pioneer Floating Rate Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Pioneer Floating Rate Trust ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Pioneer Floating Rate Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Pioneer Floating Rate Trust's ROE % Adjusted to Book Value falls into.


PHD
12GF Score
Pioneer Floating Rate Trust PHD
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Pioneer Floating Rate Trust ROE % Adjusted to Book Value Calculation

Pioneer Floating Rate Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Nov. 2024 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=13.17% / 0.96
=13.72%

Pioneer Floating Rate Trust's ROE % Adjusted to Book Value for the quarter that ended in May. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=3.10% / 0.97
=3.20%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 3.20% mean?
Pioneer Floating Rate Trust (PHD) has a ROE % Adjusted to Book Value of 3.20% as of May. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Pioneer Floating Rate Trust and its competitors.
Is Pioneer Floating Rate Trust's ROE % Adjusted to Book Value too high?
Pioneer Floating Rate Trust's current ROE % Adjusted to Book Value is 3.20%. Overall, Pioneer Floating Rate Trust has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Pioneer Floating Rate Trust's ROE % Adjusted to Book Value compare to DEFG and PIAC?
Pioneer Floating Rate Trust's ROE % Adjusted to Book Value of 3.20% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Pioneer Floating Rate Trust and its competitors. Pioneer Floating Rate Trust's current ROE % Adjusted to Book Value is 3.20%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pioneer Floating Rate Trust stock overvalued right now?
Pioneer Floating Rate Trust (PHD) has a current ROE % Adjusted to Book Value of 3.20%. The current ROE % Adjusted to Book Value is 3.20%. Pioneer Floating Rate Trust's overall GF Score™ is 12/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Pioneer Floating Rate Trust (PHD), the current ROE % Adjusted to Book Value is 3.20% as of May. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Pioneer Floating Rate Trust Business Description

Address 60 State Street, Boston, MA, USA, 02109
Pioneer Floating Rate Trust is a diversified, closed-end fund. It invests in the fixed income markets of the United States. The fund basically invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the other High Yield Loans Index banks.
12GF Score

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