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 higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Mid Cap Value Fund, 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 Mid Cap Value Fund had a return of 5.42% year-to-date (YTD) and 10.48% in the last 12 months. Over the past 10 years, Pioneer Mid Cap Value Fund had an annualized return of 0.10%, while the S&P 500 had an annualized return of 11.31%, indicating that Pioneer Mid Cap Value Fund did not perform as well as the benchmark.
PCGRX
5.42%
1.77%
1.79%
10.48%
2.39%
0.10%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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% | 5.42% | |||||||||||
| 2024 | -2.85% | 2.94% | 7.14% | -5.37% | 3.16% | -1.99% | 5.02% | 1.81% | 1.58% | -0.85% | -0.08% | -6.66% | 2.94% |
| 2023 | 8.61% | -2.38% | -4.44% | 0.27% | -5.13% | 8.88% | 3.88% | -2.99% | -3.98% | -4.28% | 2.38% | 6.92% | 6.38% |
| 2022 | -2.28% | 0.82% | 1.62% | -5.65% | 2.05% | -11.11% | 9.26% | -2.43% | -8.48% | 11.09% | -3.84% | -4.64% | -14.85% |
| 2021 | -1.41% | 8.70% | 5.81% | 5.04% | 2.01% | -2.18% | 1.19% | 1.63% | -3.56% | 4.96% | -14.63% | 7.03% | 13.06% |
| 2020 | -1.86% | -10.15% | -19.76% | 10.43% | 4.42% | 0.05% | 5.44% | 2.91% | -1.56% | 0.89% | 11.48% | 3.82% | 1.80% |
| 2019 | 10.66% | 4.30% | -0.95% | 4.59% | -6.35% | 6.64% | 0.82% | -1.00% | 2.11% | 2.25% | 1.05% | 1.50% | 27.62% |
| 2018 | 3.33% | -6.55% | -0.53% | -1.11% | 1.67% | -1.52% | 3.08% | 1.58% | -1.55% | -9.13% | -6.98% | -11.72% | -26.85% |
| 2017 | 2.59% | 3.01% | -1.87% | -0.91% | -2.16% | 2.21% | 1.48% | -1.70% | 4.14% | 1.35% | -4.98% | 1.51% | 4.35% |
| 2016 | -6.31% | 0.24% | 8.15% | -0.22% | 2.69% | 0.30% | 3.90% | -0.70% | 0.17% | -1.83% | 0.04% | 3.06% | 9.19% |
| 2015 | -3.23% | 4.64% | 0.45% | -3.14% | 3.21% | -2.77% | 0.62% | -5.13% | -4.07% | 6.35% | -7.71% | -3.98% | -14.68% |
| 2014 | -2.21% | 6.16% | 1.38% | -0.07% | 1.81% | 3.77% | -3.36% | 4.99% | -4.51% | 2.38% | -8.46% | 1.63% | 2.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCGRX is 29, indicating average performance compared to other mutual funds on our website. Here’s 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.
Dividends
Dividend History
Pioneer Mid Cap Value Fund provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.36 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $0.37 | $0.34 | $0.16 | $0.17 | $0.18 | $0.18 | $0.09 | $0.11 | $0.08 | $0.11 |
Dividend yield | 1.47% | 1.55% | 1.59% | 1.54% | 0.61% | 0.71% | 0.75% | 0.96% | 0.35% | 0.43% | 0.37% | 0.43% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $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 |
| 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 | $0.00 | $0.18 | $0.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 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 | $0.11 | $0.11 |
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 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 57.33%, occurring on Mar 9, 2009. Recovery took 1092 trading sessions.
The current Pioneer Mid Cap Value Fund drawdown is 13.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.33% | Jul 29, 2005 | 905 | Mar 9, 2009 | 1092 | Jul 11, 2013 | 1997 |
| -51.28% | Nov 25, 2014 | 1339 | Mar 23, 2020 | 277 | Apr 28, 2021 | 1616 |
| -33.96% | Oct 14, 1997 | 1271 | Oct 9, 2002 | 271 | Nov 6, 2003 | 1542 |
| -28.55% | Nov 17, 2021 | 489 | Oct 27, 2023 | — | — | — |
| -16.08% | Feb 21, 1992 | 162 | Oct 5, 1992 | 42 | Dec 2, 1992 | 204 |
Volatility
Volatility Chart
The current Pioneer Mid Cap Value Fund volatility is 2.93%, 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.