Pioneer Select Mid Cap Growth Fund (PGOFX)
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid-size companies. It may invest up to 20% of its total assets in debt securities. The fund may invest up to 20% of its net assets in REITs. It may invest up to 20% of its total assets in securities of non-U.S. issuers. The fund may invest in initial public offerings of equity securities.
Fund Info
| ISIN | US72387W4087 |
|---|---|
| CUSIP | 72387W408 |
| Issuer | Amundi US |
| Inception Date | Jun 30, 1993 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
PGOFX has a high expense ratio of 0.99%, indicating higher-than-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
The chart shows the growth of an initial investment of $10,000 in Pioneer Select Mid Cap Growth 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 Select Mid Cap Growth Fund had a return of 13.12% year-to-date (YTD) and 28.81% in the last 12 months. Over the past 10 years, Pioneer Select Mid Cap Growth Fund had an annualized return of 10.03%, while the S&P 500 had an annualized return of 10.97%, indicating that Pioneer Select Mid Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.12% | 11.29% |
| 1 month | 6.19% | 4.87% |
| 6 months | 24.45% | 17.88% |
| 1 year | 28.81% | 29.16% |
| 5 years (annualized) | 8.71% | 13.20% |
| 10 years (annualized) | 10.03% | 10.97% |
Monthly Returns
The table below presents the monthly returns of PGOFX, 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 | 1.54% | 9.15% | 1.32% | -5.33% | 13.12% | ||||||||
| 2023 | 7.44% | -2.04% | 1.41% | -1.13% | 0.19% | 7.32% | 2.05% | -3.56% | -6.33% | -4.64% | 10.69% | 7.47% | 18.66% |
| 2022 | -13.49% | -0.85% | 0.35% | -12.79% | -3.43% | -7.50% | 12.21% | -2.14% | -9.58% | 6.55% | 4.07% | -6.87% | -31.26% |
| 2021 | 0.79% | 2.86% | -2.08% | 5.09% | -2.59% | 6.35% | 1.43% | 1.10% | -6.21% | 6.30% | -4.71% | 0.36% | 8.06% |
| 2020 | 2.16% | -6.66% | -17.44% | 15.48% | 9.54% | 2.99% | 7.87% | 4.00% | -0.08% | 0.81% | 13.35% | 5.69% | 38.86% |
| 2019 | 12.87% | 5.16% | 0.86% | 4.64% | -5.74% | 7.17% | 1.70% | -2.71% | -2.30% | 1.83% | 5.25% | 1.24% | 32.73% |
| 2018 | 5.19% | -2.49% | 0.07% | -0.95% | 4.90% | 0.29% | 1.74% | 6.26% | 0.37% | -11.25% | 1.18% | -9.58% | -5.77% |
| 2017 | 3.48% | 2.81% | 0.51% | 2.05% | 2.59% | 0.33% | 2.16% | 1.71% | 2.44% | 2.38% | 4.70% | 1.35% | 29.88% |
| 2016 | -8.50% | -1.27% | 6.29% | 1.36% | 2.41% | 0.55% | 4.22% | -0.64% | 0.06% | -4.69% | 4.66% | -0.11% | 3.48% |
| 2015 | -1.70% | 7.81% | 0.10% | -0.97% | 1.24% | -1.40% | 2.09% | -5.81% | -3.59% | 5.12% | 0.72% | -1.49% | 1.40% |
| 2014 | -0.97% | 5.63% | -2.44% | -2.28% | 2.69% | 4.55% | -3.97% | 5.97% | -4.44% | 1.72% | 2.73% | 0.22% | 9.03% |
| 2013 | 7.83% | 1.05% | 5.50% | -0.34% | 5.17% | -1.29% | 7.03% | -0.30% | 5.09% | 2.01% | 1.94% | 4.13% | 44.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PGOFX is 49, 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.
PGOFX (Pioneer Select Mid Cap Growth Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Select Mid Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.66 | $6.05 | $7.49 | $0.62 | $5.51 | $3.49 | $0.59 | $3.07 | $5.62 | $1.76 |
Dividend yield | 0.00% | 0.00% | 1.84% | 11.47% | 13.77% | 1.37% | 16.05% | 8.32% | 1.69% | 8.90% | 15.20% | 4.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Select Mid Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.66 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.05 | $0.00 | $6.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.49 | $0.00 | $7.49 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.62 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.51 | $0.00 | $5.51 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.49 | $0.00 | $3.49 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.59 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.07 | $0.00 | $3.07 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.62 | $0.00 | $5.62 |
| 2013 | $1.76 | $0.00 | $1.76 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Select Mid Cap Growth 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 Select Mid Cap Growth Fund was 57.26%, occurring on Mar 9, 2009. Recovery took 470 trading sessions.
The current Pioneer Select Mid Cap Growth Fund drawdown is 13.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.26% | Jul 20, 2007 | 411 | Mar 9, 2009 | 470 | Jan 18, 2011 | 881 |
| -39.78% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -37.46% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -27.94% | Jul 8, 2011 | 61 | Oct 3, 2011 | 344 | Feb 19, 2013 | 405 |
| -25.04% | Sep 17, 2018 | 69 | Dec 24, 2018 | 81 | Apr 23, 2019 | 150 |
Volatility
Volatility Chart
The current Pioneer Select Mid Cap Growth Fund volatility is 5.41%, 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.