CVFCX vs. GLOSX
Compare and contrast key facts about Pioneer Disciplined Value Fund (CVFCX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
CVFCX is managed by Amundi. It was launched on Dec 15, 2005. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
CVFCX vs. GLOSX - Performance Comparison
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CVFCX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 1.84% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
GLOSX Pioneer Global Sustainable Equity Fund Class A | -0.39% | 41.25% | 11.45% | 16.70% | -9.75% | 23.28% | 17.79% | 23.30% | -16.32% | 21.90% |
Returns By Period
In the year-to-date period, CVFCX achieves a 1.84% return, which is significantly higher than GLOSX's -0.39% return. Over the past 10 years, CVFCX has underperformed GLOSX with an annualized return of 10.62%, while GLOSX has yielded a comparatively higher 12.34% annualized return.
CVFCX
- 1D
- 1.41%
- 1M
- -3.55%
- YTD
- 1.84%
- 6M
- 5.97%
- 1Y
- 16.67%
- 3Y*
- 12.32%
- 5Y*
- 8.50%
- 10Y*
- 10.62%
GLOSX
- 1D
- 2.32%
- 1M
- -7.02%
- YTD
- -0.39%
- 6M
- 4.95%
- 1Y
- 32.83%
- 3Y*
- 20.30%
- 5Y*
- 12.89%
- 10Y*
- 12.34%
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CVFCX vs. GLOSX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
CVFCX vs. GLOSX — Risk / Return Rank
CVFCX
GLOSX
CVFCX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CVFCX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 2.00 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.39 | 2.60 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.67 | -1.34 |
Martin ratioReturn relative to average drawdown | 5.45 | 11.68 | -6.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVFCX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 2.00 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.84 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.45 | -0.03 |
Correlation
The correlation between CVFCX and GLOSX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CVFCX vs. GLOSX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.75%, less than GLOSX's 11.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 5.75% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
GLOSX Pioneer Global Sustainable Equity Fund Class A | 11.58% | 11.53% | 7.73% | 1.55% | 6.04% | 21.00% | 0.87% | 0.93% | 10.44% | 1.27% | 1.25% | 0.60% |
Drawdowns
CVFCX vs. GLOSX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, roughly equal to the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for CVFCX and GLOSX.
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Drawdown Indicators
| CVFCX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -54.40% | -1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -12.42% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -23.72% | -0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -33.59% | -1.73% |
Current DrawdownCurrent decline from peak | -5.85% | -7.96% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -9.86% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.84% | +0.32% |
Volatility
CVFCX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer Disciplined Value Fund (CVFCX) is 3.56%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 5.52%. This indicates that CVFCX experiences smaller price fluctuations and is considered to be less risky than GLOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVFCX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 5.52% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.81% | 10.42% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 16.77% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 15.51% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 16.80% | +1.05% |