Pioneer Fundamental Growth Fund (PIGFX)
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 large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth Index. It primarily invests in securities of U.S. issuers.
Fund Info
US7236951023
723695102
Aug 22, 2002
$1,000
Large-Cap
Growth
Expense Ratio
PIGFX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Fundamental 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 Fundamental Growth Fund had a return of 19.40% year-to-date (YTD) and 19.83% in the last 12 months. Over the past 10 years, Pioneer Fundamental Growth Fund had an annualized return of 7.12%, while the S&P 500 had an annualized return of 11.11%, indicating that Pioneer Fundamental Growth Fund did not perform as well as the benchmark.
PIGFX
19.40%
-0.70%
3.58%
19.83%
6.72%
7.12%
^GSPC (Benchmark)
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
Monthly Returns
The table below presents the monthly returns of PIGFX, 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 | 3.00% | 5.48% | 2.46% | -3.88% | 3.43% | 4.54% | -1.50% | 2.29% | 1.11% | -2.30% | 5.82% | 19.40% | |
| 2023 | 6.20% | -2.76% | 5.04% | 1.26% | 2.22% | 5.89% | 2.78% | 1.39% | -4.84% | -1.16% | 6.17% | 3.68% | 28.28% |
| 2022 | -6.19% | -4.75% | 2.81% | -10.39% | 0.23% | -8.60% | 11.70% | -4.70% | -8.45% | 7.91% | 1.58% | -5.69% | -24.03% |
| 2021 | -1.99% | 1.97% | 2.47% | 7.37% | -1.31% | 3.40% | 2.72% | 2.73% | -5.21% | 6.30% | -18.17% | 4.77% | 2.28% |
| 2020 | 1.98% | -7.42% | -11.41% | 13.95% | 5.56% | 2.71% | 6.64% | 8.46% | -3.84% | -2.99% | 0.17% | 3.94% | 16.07% |
| 2019 | 6.19% | 3.92% | 3.68% | 3.76% | -4.90% | 5.99% | 1.97% | -0.08% | 1.05% | 2.38% | -2.40% | 2.99% | 26.80% |
| 2018 | 5.91% | -3.15% | -1.82% | -0.26% | 2.39% | 1.08% | 3.46% | 3.76% | 1.51% | -6.43% | -3.65% | -7.70% | -5.73% |
| 2017 | 2.29% | 4.22% | 1.47% | 2.50% | 2.11% | -0.00% | 1.75% | 1.45% | 0.53% | 1.51% | -1.40% | -0.23% | 17.33% |
| 2016 | -3.27% | -1.20% | 4.91% | -1.74% | 1.45% | -0.42% | 4.35% | -0.36% | -0.00% | -1.89% | -1.40% | 1.56% | 1.66% |
| 2015 | -2.05% | 6.87% | -2.01% | 0.32% | 2.30% | -1.43% | 3.94% | -6.19% | -1.97% | 9.01% | -4.08% | -1.38% | 2.28% |
| 2014 | -4.06% | 4.42% | -0.77% | 0.96% | 3.03% | 1.79% | -1.19% | 3.90% | -0.66% | 3.45% | 0.75% | -0.65% | 11.14% |
| 2013 | 4.94% | 1.38% | 2.36% | 2.72% | 1.49% | -2.34% | 5.41% | -1.89% | 3.91% | 4.53% | -0.43% | 3.08% | 27.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, PIGFX is among the top 24% of 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 Fundamental Growth Fund (PIGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Fundamental Growth Fund provided a 5.66% dividend yield over the last twelve months, with an annual payout of $1.99 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.99 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.05 | $0.04 | $0.06 | $0.05 | $0.05 | $0.06 |
Dividend yield | 5.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.24% | 0.17% | 0.29% | 0.28% | 0.26% | 0.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $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 | $0.00 | $0.00 | $0.00 |
| 2021 | $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 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2013 | $0.06 | $0.06 |
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 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 41.72%, occurring on Nov 20, 2008. Recovery took 564 trading sessions.
The current Pioneer Fundamental Growth Fund drawdown is 3.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.72% | Jun 6, 2008 | 117 | Nov 20, 2008 | 564 | Feb 17, 2011 | 681 |
| -39.29% | Nov 19, 2021 | 144 | Jun 16, 2022 | — | — | — |
| -31.47% | Feb 18, 2020 | 25 | Mar 23, 2020 | 79 | Jul 15, 2020 | 104 |
| -22.51% | Oct 2, 2018 | 58 | Dec 24, 2018 | 122 | Jun 20, 2019 | 180 |
| -15.37% | Jul 8, 2011 | 61 | Oct 3, 2011 | 89 | Feb 9, 2012 | 150 |
Volatility
Volatility Chart
The current Pioneer Fundamental Growth Fund volatility is 3.95%, 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.