Pioneer Core Equity Fund (PIOTX)
Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities, primarily of U.S. issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers, including up to 5% of its total assets in the securities of emerging markets issuers.
Fund Info
US7240101037
724010103
Nov 18, 1999
$1,000
Large-Cap
Blend
Expense Ratio
PIOTX has an expense ratio of 0.88%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Core Equity 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
PIOTX
N/A
10.14%
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-4.67%
10.50%
-3.04%
8.23%
14.30%
10.26%
Monthly Returns
The table below presents the monthly returns of PIOTX, 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 | -2.49% | 1.04% | -1.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PIOTX is 21, meaning it’s performing worse than 79% of other 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 Core Equity Fund (PIOTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
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 Core Equity 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 Core Equity Fund was 12.86%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Pioneer Core Equity Fund drawdown is 2.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.86% | Apr 3, 2025 | 4 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The current Pioneer Core Equity Fund volatility is 11.49%, 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.