- ISIN
- US7236951023
- CUSIP
- 723695102
- Issuer
- Amundi
- Inception Date
- Aug 22, 2002
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PIGFX Performance Chart
Pioneer Fundamental Growth Fund (PIGFX) is up 4.0% since the beginning of the year. PIGFX is currently trading at $34 per share. Investors who bought $1,000 worth of PIGFX shares 5 years ago would now be looking at an investment worth $1,665.
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Returns By Period
Pioneer Fundamental Growth Fund (PIGFX) has returned 3.98% so far this year and 15.85% over the past 12 months. Looking at the last ten years, PIGFX has achieved an annualized return of 14.73%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Pioneer Fundamental Growth Fund
- 1D
- 1.15%
- 1M
- 0.47%
- YTD
- 3.98%
- 6M
- 3.60%
- 1Y
- 15.85%
- 3Y*
- 16.40%
- 5Y*
- 10.74%
- 10Y*
- 14.73%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PIGFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 22, 2002, PIGFX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.0%, while the worst month was Oct 2008 at -14.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PIGFX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.33% | -3.90% | -5.23% | 10.90% | 4.37% | -1.04% | 3.98% | ||||||
| 2025 | 2.81% | -1.41% | -6.54% | 1.38% | 5.85% | 5.61% | 2.91% | -0.63% | 2.22% | 3.92% | -2.32% | 0.24% | 14.20% |
| 2024 | 3.00% | 5.48% | 2.46% | -3.88% | 3.43% | 4.54% | -1.50% | 2.29% | 1.11% | -2.30% | 5.82% | -3.60% | 17.46% |
| 2023 | 6.20% | -2.76% | 5.04% | 1.26% | 2.22% | 5.89% | 2.78% | 1.39% | -4.84% | -1.16% | 9.92% | 3.68% | 32.80% |
| 2022 | -6.19% | -4.75% | 2.81% | -10.39% | 0.23% | -8.60% | 11.70% | -4.70% | -8.45% | 7.91% | 5.91% | -5.69% | -20.79% |
| 2021 | -1.99% | 1.97% | 2.48% | 7.37% | -1.31% | 3.40% | 2.72% | 2.73% | -5.21% | 6.30% | -0.96% | 4.77% | 23.80% |
Benchmark Metrics
Pioneer Fundamental Growth Fund has an annualized alpha of 1.37%, beta of 0.93, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since August 22, 2002.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.04%) than losses (90.19%) - typical of diversified or defensive assets.
- With beta of 0.93 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.37%
- Beta
- 0.93
- R²
- 0.90
- Upside Capture
- 94.04%
- Downside Capture
- 90.19%
Expense Ratio
PIGFX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PIGFX ranks 14 for risk / return — in the bottom 14% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PIGFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.78 | -1.70 |
| Martin ratioReturn relative to average drawdown | 3.56 | 12.44 | -8.88 |
Dividends
Dividend History
Pioneer Fundamental Growth Fund provided a 18.45% dividend yield over the last twelve months, with an annual payout of $6.32 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.32 | $6.32 | $1.99 | $1.06 | $1.06 | $6.41 | $2.83 | $1.46 | $1.29 | $1.05 | $0.42 | $0.83 |
Dividend yield | 18.45% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Fundamental 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.32 | $0.00 | $6.32 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $0.00 | $1.99 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $0.00 | $1.06 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $0.00 | $1.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.41 | $0.00 | $6.41 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Fundamental 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 Fundamental Growth Fund was 44.04%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The current Pioneer Fundamental Growth Fund drawdown is 1.24%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -44.04%Nov 2008 | 1y 1mo | 2y 5mo | 3y 6moOct 2007 - Apr 2011 |
COVID crash2020 | -31.47%Mar 2020 | 1mo 4d | 3mo 24d | 4mo 28dFeb 2020 - Jul 2020 |
Bear market2022 | -27.12%Jun 2022 | 5mo 20d | 1y 5mo | 1y 10moDec 2021 - Nov 2023 |
2025 selloff2025 | -19.99%Apr 2025 | 4mo 4d | 2mo 17d | 6mo 21dDec 2024 - Jun 2025 |
2006 correction2006 | -19.94%Jul 2006 | 2y 5mo | 10mo 18d | 3y 4moJan 2004 - Jun 2007 |
Drawdown Indicators
| PIGFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -56.78% | +12.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -9.10% | -5.22% |
Max Drawdown (3Y)Largest decline over 3 years | -19.99% | -18.90% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -25.43% | -1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -33.92% | +2.45% |
Current DrawdownCurrent decline from peak | -1.24% | -1.80% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -6.37% | -10.71% | +4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.03% | +2.31% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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