Pioneer Floating Rate Trust (PHD) — Net Asset Quality Index

Latest as of May 2025: 65.0%

Pioneer Floating Rate Trust (PHD) has a Net Asset Quality Index of 65.0% as of May 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of $190.96 Million minus total liabilities of $66.83 Million yields net assets of $124.13 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check Pioneer Floating Rate Trust liquid asset ratio to evaluate the company's liquid asset resilience ratio.

Quality Index

65.0%
Equity / Total Assets

Net Assets

$124.13 Million
USD

Total Assets

$190.96 Million
USD

Total Liabilities

$66.83 Million
USD

Pioneer Floating Rate Trust Net Asset Quality Index Over Time (2006–2024)

This chart shows how Pioneer Floating Rate Trust's Net Asset Quality Index has evolved across 16 annual periods from 2006 to 2024. As of May 2025, the index stands at 65.0%, representing net assets of $124.13 Million against total assets of $190.96 Million USD. See Pioneer Floating Rate Trust working capital to net assets to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Pioneer Floating Rate Trust (2006–2024)

The table below presents the year-by-year Net Asset Quality Index for Pioneer Floating Rate Trust from 2006 to 2024, covering 16 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see market cap of Pioneer Floating Rate Trust.

Year Quality Index Net Assets (USD) Total Assets Total Liabilities Change (pp)
2024 64.3% $127.87 Million $198.90 Million $71.04 Million ▼ -1.3 pp
2023 65.5% $124.86 Million $190.50 Million $65.64 Million ▼ -0.7 pp
2022 66.2% $122.37 Million $184.86 Million $62.49 Million ▲ +1.7 pp
2021 64.5% $143.23 Million $221.96 Million $78.73 Million ▼ -6.6 pp
2020 71.1% $276.23 Million $388.57 Million $112.34 Million ▲ +7.7 pp
2019 63.4% $292.73 Million $461.72 Million $168.98 Million ▼ -2.6 pp
2018 66.0% $297.90 Million $451.07 Million $153.16 Million ▲ +0.3 pp
2017 65.8% $307.20 Million $466.92 Million $159.73 Million ▲ +1.5 pp
2016 64.3% $309.31 Million $481.31 Million $172.00 Million ▼ -0.8 pp
2015 65.0% $304.36 Million $468.00 Million $163.64 Million ▲ +0.8 pp
2014 64.2% $317.24 Million $494.00 Million $176.77 Million ▼ -34.9 pp
2013 99.1% $505.60 Million $510.14 Million $4.53 Million ▲ +1.9 pp
2012 97.2% $505.18 Million $519.62 Million $14.44 Million ▲ +0.1 pp
2008 97.1% $415.15 Million $427.41 Million $12.26 Million ▼ -0.2 pp
2007 97.4% $676.07 Million $694.30 Million $18.22 Million ▲ +4.5 pp
2006 92.9% $712.88 Million $767.42 Million $54.54 Million
pp = percentage points