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EIVPX vs. GLOSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EIVPX vs. GLOSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Parametric Volatility Risk Premium - Defensive Fund (EIVPX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). The values are adjusted to include any dividend payments, if applicable.

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EIVPX vs. GLOSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EIVPX
Parametric Volatility Risk Premium - Defensive Fund
-2.03%12.90%16.45%16.83%-8.64%17.96%4.74%15.46%-2.80%8.71%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
-2.65%41.25%11.45%16.70%-9.75%23.28%17.79%23.30%-16.32%15.66%

Returns By Period

In the year-to-date period, EIVPX achieves a -2.03% return, which is significantly higher than GLOSX's -2.65% return.


EIVPX

1D
-0.12%
1M
-3.53%
YTD
-2.03%
6M
1.22%
1Y
12.43%
3Y*
12.57%
5Y*
9.07%
10Y*

GLOSX

1D
-0.36%
1M
-9.68%
YTD
-2.65%
6M
3.03%
1Y
30.29%
3Y*
19.39%
5Y*
12.65%
10Y*
12.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EIVPX vs. GLOSX - Expense Ratio Comparison

EIVPX has a 0.47% expense ratio, which is lower than GLOSX's 1.10% expense ratio.


Return for Risk

EIVPX vs. GLOSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EIVPX
EIVPX Risk / Return Rank: 7070
Overall Rank
EIVPX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EIVPX Sortino Ratio Rank: 6767
Sortino Ratio Rank
EIVPX Omega Ratio Rank: 8080
Omega Ratio Rank
EIVPX Calmar Ratio Rank: 5454
Calmar Ratio Rank
EIVPX Martin Ratio Rank: 8484
Martin Ratio Rank

GLOSX
GLOSX Risk / Return Rank: 8888
Overall Rank
GLOSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
GLOSX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GLOSX Omega Ratio Rank: 8787
Omega Ratio Rank
GLOSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GLOSX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EIVPX vs. GLOSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Parametric Volatility Risk Premium - Defensive Fund (EIVPX) 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.


EIVPXGLOSXDifference

Sharpe ratio

Return per unit of total volatility

1.12

1.82

-0.70

Sortino ratio

Return per unit of downside risk

1.66

2.40

-0.74

Omega ratio

Gain probability vs. loss probability

1.31

1.37

-0.06

Calmar ratio

Return relative to maximum drawdown

1.28

2.24

-0.95

Martin ratio

Return relative to average drawdown

8.56

9.93

-1.37

EIVPX vs. GLOSX - Sharpe Ratio Comparison

The current EIVPX Sharpe Ratio is 1.12, which is lower than the GLOSX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of EIVPX and GLOSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EIVPXGLOSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

1.82

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

0.82

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.44

+0.26

Correlation

The correlation between EIVPX and GLOSX is 0.86, 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

EIVPX vs. GLOSX - Dividend Comparison

EIVPX's dividend yield for the trailing twelve months is around 4.10%, less than GLOSX's 11.85% yield.


TTM20252024202320222021202020192018201720162015
EIVPX
Parametric Volatility Risk Premium - Defensive Fund
4.10%4.01%2.67%5.09%7.95%1.22%0.75%1.23%1.24%0.53%0.00%0.00%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
11.85%11.53%7.73%1.55%6.04%21.00%0.87%0.93%10.44%1.27%1.25%0.60%

Drawdowns

EIVPX vs. GLOSX - Drawdown Comparison

The maximum EIVPX drawdown since its inception was -26.67%, smaller than the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for EIVPX and GLOSX.


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Drawdown Indicators


EIVPXGLOSXDifference

Max Drawdown

Largest peak-to-trough decline

-26.67%

-54.40%

+27.73%

Max Drawdown (1Y)

Largest decline over 1 year

-9.11%

-12.42%

+3.31%

Max Drawdown (5Y)

Largest decline over 5 years

-14.07%

-23.72%

+9.65%

Max Drawdown (10Y)

Largest decline over 10 years

-33.59%

Current Drawdown

Current decline from peak

-3.81%

-10.04%

+6.23%

Average Drawdown

Average peak-to-trough decline

-2.51%

-9.86%

+7.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

2.80%

-1.43%

Volatility

EIVPX vs. GLOSX - Volatility Comparison

The current volatility for Parametric Volatility Risk Premium - Defensive Fund (EIVPX) is 2.57%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that EIVPX 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


EIVPXGLOSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.57%

4.78%

-2.21%

Volatility (6M)

Calculated over the trailing 6-month period

5.29%

10.17%

-4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

11.54%

16.66%

-5.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.81%

15.48%

-5.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.89%

16.78%

-4.89%