Pioneer Fundamental Growth Fund (PIGFX)

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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.

Pioneer Fundamental Growth Fund (PIGFX) has returned -11.93% so far this year and 6.17% over the past 12 months. Over the last decade, PIGFX has posted an annualized return of 12.58%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Aug 22, 2002, PIGFX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 60% of months were positive and 40% 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%.

Pioneer Fundamental Growth Fund has an annualized alpha of 1.39%, beta of 0.93, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since August 23, 2002.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.96%) than losses (90.05%) — 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.

PIGFX has a high expense ratio of 1.00%, indicating above-average management fees.

PIGFX ranks 11 for risk / return — in the bottom 11% 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.

The table below present risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and compare them to a chosen benchmark (S&P 500 Index).

Pioneer Fundamental Growth Fund provided a 21.78% 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.

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.

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.

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 14.32%.

The chart below shows the rolling one-month volatility.