CVFCX vs. PIOTX
Compare and contrast key facts about Pioneer Disciplined Value Fund (CVFCX) and Pioneer Core Equity Fund (PIOTX).
CVFCX is managed by Amundi. It was launched on Dec 15, 2005. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
CVFCX vs. PIOTX - Performance Comparison
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CVFCX vs. PIOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 0.43% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
In the year-to-date period, CVFCX achieves a 0.43% return, which is significantly higher than PIOTX's -2.50% return. Over the past 10 years, CVFCX has underperformed PIOTX with an annualized return of 10.46%, while PIOTX has yielded a comparatively higher 12.27% annualized return.
CVFCX
- 1D
- 0.12%
- 1M
- -5.17%
- YTD
- 0.43%
- 6M
- 4.31%
- 1Y
- 14.52%
- 3Y*
- 11.80%
- 5Y*
- 8.42%
- 10Y*
- 10.46%
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
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CVFCX vs. PIOTX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is higher than PIOTX's 0.88% expense ratio.
Return for Risk
CVFCX vs. PIOTX — Risk / Return Rank
CVFCX
PIOTX
CVFCX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) and Pioneer Core Equity Fund (PIOTX). 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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.00 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.49 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.23 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.36 | 5.22 | -0.86 |
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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.00 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.13 | +0.29 |
Correlation
The correlation between CVFCX and PIOTX is 0.91, 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. PIOTX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.83%, less than PIOTX's 7.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 5.83% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
CVFCX vs. PIOTX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for CVFCX and PIOTX.
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Drawdown Indicators
| CVFCX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -66.24% | +10.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -12.86% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -26.49% | +2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -31.79% | -3.53% |
Current DrawdownCurrent decline from peak | -7.16% | -8.16% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -20.26% | +9.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.02% | +0.12% |
Volatility
CVFCX vs. PIOTX - Volatility Comparison
Pioneer Disciplined Value Fund (CVFCX) and Pioneer Core Equity Fund (PIOTX) have volatilities of 3.15% and 3.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVFCX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.09% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 9.24% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 18.67% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 16.91% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 17.96% | -0.12% |