Pioneer Mid Cap Value Fund (PCGRX)
The investment seeks capital appreciation by investing in a diversified portfolio of securities consisting primarily of common stocks. Normally, the fund invests at least 80% of its total assets in equity securities of mid-size companies. The Russell Midcap Value Index measures the performance of U.S. mid-cap value stocks. The size of the companies in the index changes constantly with market conditions and the composition of the index.
Fund Info
US72375Q1085
72375Q108
Jul 25, 1990
$1,000
Mid-Cap
Value
Expense Ratio
PCGRX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Pioneer Mid Cap Value Fund (PCGRX) returned -3.54% year-to-date (YTD) and 3.06% over the past 12 months. Over the past 10 years, PCGRX returned 6.42% annually, underperforming the S&P 500 benchmark at 10.68%.
PCGRX
-3.54%
3.57%
-9.31%
3.06%
6.97%
13.61%
6.42%
^GSPC (Benchmark)
-1.34%
5.80%
-2.79%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of PCGRX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.63% | -0.08% | -4.00% | -6.01% | 3.24% | -3.54% | |||||||
| 2024 | -2.85% | 2.94% | 7.14% | -5.37% | 3.16% | -1.98% | 5.02% | 1.81% | 1.58% | -0.85% | 7.20% | -6.66% | 10.44% |
| 2023 | 8.60% | -2.38% | -4.44% | 0.27% | -5.13% | 8.88% | 3.88% | -2.99% | -3.98% | -4.28% | 8.15% | 6.92% | 12.38% |
| 2022 | -2.28% | 0.82% | 1.62% | -5.65% | 2.05% | -11.11% | 9.26% | -2.43% | -8.48% | 11.09% | 6.32% | -4.63% | -5.85% |
| 2021 | -1.41% | 8.70% | 5.81% | 5.04% | 2.01% | -2.18% | 1.18% | 1.63% | -3.56% | 4.96% | -2.63% | 7.03% | 28.94% |
| 2020 | -1.85% | -10.15% | -19.77% | 10.43% | 4.42% | 0.05% | 5.44% | 2.91% | -1.56% | 0.89% | 11.48% | 3.82% | 1.81% |
| 2019 | 10.66% | 4.30% | -0.95% | 4.59% | -6.35% | 6.64% | 0.82% | -1.00% | 2.11% | 2.24% | 1.38% | 1.50% | 28.04% |
| 2018 | 3.33% | -6.55% | -0.53% | -1.11% | 1.67% | -1.52% | 3.08% | 1.58% | -1.55% | -9.13% | 2.34% | -11.72% | -19.52% |
| 2017 | 2.59% | 3.01% | -1.87% | -0.91% | -2.16% | 2.21% | 1.48% | -1.70% | 4.14% | 1.35% | 2.79% | 1.51% | 12.89% |
| 2016 | -6.31% | 0.24% | 8.15% | -0.22% | 2.69% | 0.30% | 3.90% | -0.70% | 0.17% | -1.83% | 6.37% | 3.06% | 16.10% |
| 2015 | -3.23% | 4.64% | 0.45% | -3.14% | 3.21% | -2.77% | 0.62% | -5.13% | -4.07% | 6.35% | 1.25% | -3.98% | -6.40% |
| 2014 | -2.22% | 6.16% | 1.39% | -0.07% | 1.81% | 3.77% | -3.36% | 4.99% | -4.51% | 2.38% | 2.42% | 1.63% | 14.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCGRX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Pioneer Mid Cap Value Fund provided a 9.85% dividend yield over the last twelve months, with an annual payout of $2.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.23 | $2.23 | $1.60 | $2.74 | $3.75 | $0.17 | $0.25 | $2.27 | $2.11 | $1.60 | $2.34 | $3.21 |
Dividend yield | 9.85% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% | 12.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Mid Cap Value Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $0.36 | $2.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $0.37 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 | $0.34 | $2.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.59 | $0.16 | $3.75 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.17 | $0.25 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 | $0.18 | $2.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.02 | $0.09 | $2.11 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.49 | $0.11 | $1.60 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 | $0.08 | $2.34 |
| 2014 | $3.09 | $0.11 | $3.21 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Mid Cap Value Fund. 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 Mid Cap Value Fund was 53.63%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current Pioneer Mid Cap Value Fund drawdown is 10.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.63% | Jul 16, 2007 | 416 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1423 |
| -42.3% | Jan 29, 2018 | 541 | Mar 23, 2020 | 200 | Jan 6, 2021 | 741 |
| -30.69% | May 15, 1998 | 105 | Oct 8, 1998 | 427 | Jun 2, 2000 | 532 |
| -30.23% | Apr 18, 2002 | 122 | Oct 9, 2002 | 226 | Sep 3, 2003 | 348 |
| -21.84% | May 22, 2001 | 82 | Sep 21, 2001 | 137 | Apr 10, 2002 | 219 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...