Pioneer Global Sustainable Equity Fund Class A (GLOSX)
This fund seeks long-term capital growth by investing at least 80% of its net assets in securities of issuers that meet environmental, social, and governance criteria. It also invests a minimum percentage of its net assets in issuers outside the United States.
Fund Info
| ISIN | US72387N7057 |
|---|---|
| CUSIP | 72387N705 |
| Issuer | Amundi US |
| Inception Date | Dec 15, 2005 |
| Category | Global Equities, Sustainable |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
GLOSX has a high expense ratio of 1.10%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: GLOSX vs. SGENX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Global Sustainable Equity Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pioneer Global Sustainable Equity Fund Class A had a return of 14.28% year-to-date (YTD) and 20.46% in the last 12 months. Over the past 10 years, Pioneer Global Sustainable Equity Fund Class A had an annualized return of 5.06%, while the S&P 500 had an annualized return of 11.39%, indicating that Pioneer Global Sustainable Equity Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.28% | 25.48% |
| 1 month | -3.55% | 2.14% |
| 6 months | 1.82% | 12.76% |
| 1 year | 20.46% | 33.14% |
| 5 years (annualized) | 7.71% | 13.96% |
| 10 years (annualized) | 5.06% | 11.39% |
Monthly Returns
The table below presents the monthly returns of GLOSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.08% | 4.61% | 4.84% | -3.49% | 3.77% | -1.43% | 3.79% | 1.90% | 1.18% | -3.11% | 14.28% | ||
| 2023 | 8.56% | -3.13% | -0.06% | 0.06% | -0.93% | 5.33% | 3.69% | -2.58% | -2.71% | -3.33% | 6.58% | 4.91% | 16.57% |
| 2022 | -1.17% | -2.53% | 1.04% | -7.37% | 3.52% | -9.18% | 4.92% | -1.88% | -9.62% | 9.10% | 4.20% | -3.73% | -13.69% |
| 2021 | -0.11% | 4.51% | 5.07% | 3.65% | 2.28% | 0.29% | -0.58% | 2.38% | -1.94% | 3.00% | -18.98% | 6.24% | 3.19% |
| 2020 | -1.25% | -7.46% | -13.89% | 10.11% | 3.64% | 2.71% | 6.41% | 5.09% | -2.68% | -0.92% | 12.56% | 5.21% | 17.80% |
| 2019 | 7.55% | 2.99% | -0.14% | 3.92% | -9.29% | 7.01% | 1.01% | -3.35% | 2.88% | 2.80% | 3.49% | 3.45% | 23.31% |
| 2018 | 5.34% | -3.90% | -2.42% | -0.12% | -0.50% | -2.25% | 3.13% | 0.81% | 0.86% | -8.54% | -8.00% | -9.14% | -23.07% |
| 2017 | 3.47% | 1.71% | 1.89% | 2.00% | 2.30% | 0.92% | 2.49% | 0.64% | 4.19% | 2.07% | -3.16% | 1.63% | 21.90% |
| 2016 | -5.91% | -1.93% | 6.16% | -1.16% | 2.35% | -2.45% | 5.80% | -0.52% | 0.52% | -2.44% | 1.37% | 2.68% | 3.85% |
| 2015 | -2.44% | 5.77% | -0.43% | 2.45% | 2.25% | -3.78% | 0.21% | -7.28% | -4.62% | 7.50% | 0.37% | -0.76% | -1.71% |
| 2014 | -3.51% | 6.14% | -0.30% | 0.69% | 2.73% | 1.85% | -0.80% | 2.63% | -1.71% | 0.65% | 1.37% | -1.44% | 8.24% |
| 2013 | 5.21% | 0.56% | 2.60% | 2.45% | 0.53% | -2.99% | 4.99% | -2.33% | 5.48% | 2.93% | 3.01% | 2.98% | 28.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GLOSX is 38, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Global Sustainable Equity Fund Class A (GLOSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Global Sustainable Equity Fund Class A provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.22 | $0.35 | $0.16 | $0.14 | $0.09 | $0.21 | $0.17 | $0.08 | $0.38 | $0.20 |
Dividend yield | 1.26% | 1.44% | 1.43% | 1.94% | 0.87% | 0.93% | 0.68% | 1.27% | 1.25% | 0.60% | 2.83% | 1.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Global Sustainable Equity Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.01 | $0.21 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2013 | $0.20 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Global Sustainable Equity Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pioneer Global Sustainable Equity Fund Class A was 57.10%, occurring on Mar 9, 2009. Recovery took 1180 trading sessions.
The current Pioneer Global Sustainable Equity Fund Class A drawdown is 3.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.1% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1180 | Nov 13, 2013 | 1518 |
| -38.95% | Jan 29, 2018 | 541 | Mar 23, 2020 | 172 | Nov 24, 2020 | 713 |
| -33.79% | Nov 9, 2021 | 225 | Sep 30, 2022 | 511 | Oct 14, 2024 | 736 |
| -20.54% | May 19, 2015 | 186 | Feb 11, 2016 | 264 | Mar 1, 2017 | 450 |
| -11.48% | Jul 16, 2007 | 24 | Aug 16, 2007 | 53 | Oct 31, 2007 | 77 |
Volatility
Volatility Chart
The current Pioneer Global Sustainable Equity Fund Class A volatility is 3.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.