Pioneer Global Sustainable Value Fund (PSUYX)
The fund primarily invests in global equity securities of various market capitalizations and industries, with a focus on sustainable companies. It may allocate up to 20% to emerging markets and up to 20% in debt securities, including junk bonds, as well as cash equivalents.
Fund Info
May 9, 2021
$5,000,000
Large-Cap
Value
Expense Ratio
PSUYX has an expense ratio of 0.70%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Pioneer Global Sustainable Value Fund (PSUYX) returned 11.84% year-to-date (YTD) and 16.27% over the past 12 months.
PSUYX
11.84%
4.89%
6.49%
16.27%
13.51%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PSUYX, 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 | 4.42% | 2.79% | 0.08% | -0.66% | 4.80% | 11.84% | |||||||
| 2024 | 0.19% | 4.46% | 6.36% | -2.65% | 2.98% | -1.36% | 5.79% | 2.61% | 1.43% | -2.27% | 2.69% | -5.02% | 15.53% |
| 2023 | 8.71% | -3.28% | -1.10% | 1.21% | -4.49% | 5.95% | 4.63% | -2.73% | -2.13% | -2.57% | 5.58% | 4.07% | 13.57% |
| 2022 | 1.71% | -3.47% | 1.85% | -5.15% | 3.72% | -8.51% | 3.25% | -0.33% | -9.04% | 9.58% | 9.95% | -2.90% | -1.43% |
| 2021 | -1.00% | -2.22% | -1.14% | 2.09% | -1.23% | 3.21% | -5.32% | 6.66% | 0.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, PSUYX is among the top 23% 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 Global Sustainable Value Fund (PSUYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Pioneer Global Sustainable Value Fund provided a 6.80% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.86 | $0.86 | $0.30 | $0.24 | $0.15 |
Dividend yield | 6.80% | 7.61% | 2.86% | 2.52% | 1.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Global Sustainable Value 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.35 | $0.86 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2021 | $0.15 | $0.15 |
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 Global Sustainable Value 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 Global Sustainable Value Fund was 20.55%, occurring on Sep 27, 2022. Recovery took 75 trading sessions.
The current Pioneer Global Sustainable Value Fund drawdown is 1.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.55% | Feb 10, 2022 | 158 | Sep 27, 2022 | 75 | Jan 13, 2023 | 233 |
| -14.27% | Mar 20, 2025 | 14 | Apr 8, 2025 | 23 | May 12, 2025 | 37 |
| -9.22% | Jan 27, 2023 | 35 | Mar 17, 2023 | 80 | Jul 13, 2023 | 115 |
| -8.17% | Jun 8, 2021 | 29 | Jul 19, 2021 | 65 | Oct 19, 2021 | 94 |
| -8.1% | Aug 1, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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