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GLOSX vs. DRGTX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLOSX vs. DRGTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Global Sustainable Equity Fund Class A (GLOSX) and Virtus Technology Fund (DRGTX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GLOSX achieves a 15.87% return, which is significantly lower than DRGTX's 23.22% return. Over the past 10 years, GLOSX has underperformed DRGTX with an annualized return of 13.46%, while DRGTX has yielded a comparatively higher 22.55% annualized return.


GLOSX

1D
0.91%
1M
1.99%
6M
9.54%
YTD
15.87%
1Y
33.38%
3Y*
24.10%
5Y*
15.20%
10Y*
13.46%
ALL TIME*
8.89%

DRGTX

1D
2.57%
1M
0.53%
6M
26.06%
YTD
23.22%
1Y
35.34%
3Y*
32.46%
5Y*
15.37%
10Y*
22.55%
ALL TIME*
14.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

GLOSX vs. DRGTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLOSX
Pioneer Global Sustainable Equity Fund Class A
15.87%41.25%11.45%16.70%-9.75%23.28%17.79%23.30%-16.32%21.90%
DRGTX
Virtus Technology Fund
23.22%25.10%35.67%65.59%-42.58%12.14%70.02%29.46%5.06%47.17%

Correlation

The correlation between GLOSX and DRGTX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.71

Correlation (3Y)
Balances recent behavior with more history.

0.69

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.72

Correlation (10Y)
Provides a long-term view across more market conditions.

0.70

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2006

0.75

The correlation between GLOSX and DRGTX has been stable across timeframes, ranging from 0.69 to 0.75 - a consistent structural relationship.

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Return for Risk

GLOSX vs. DRGTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GLOSX
GLOSX Risk / Return Rank: 9090
Overall Rank
GLOSX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
GLOSX Sortino Ratio Rank: 8989
Sortino Ratio Rank
GLOSX Omega Ratio Rank: 8787
Omega Ratio Rank
GLOSX Calmar Ratio Rank: 8989
Calmar Ratio Rank
GLOSX Martin Ratio Rank: 9191
Martin Ratio Rank

DRGTX
DRGTX Risk / Return Rank: 4242
Overall Rank
DRGTX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
DRGTX Sortino Ratio Rank: 4444
Sortino Ratio Rank
DRGTX Omega Ratio Rank: 4242
Omega Ratio Rank
DRGTX Calmar Ratio Rank: 4343
Calmar Ratio Rank
DRGTX Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GLOSX vs. DRGTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Global Sustainable Equity Fund Class A (GLOSX) and Virtus Technology Fund (DRGTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GLOSXDRGTXDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.29

Omega ratioGain probability vs. loss probability

1.43

1.25

+0.18

Calmar ratioReturn relative to maximum drawdown

3.54

1.87

+1.68

Martin ratioReturn relative to average drawdown

13.57

5.36

+8.22

GLOSX vs. DRGTX - Sharpe Ratio Comparison

The current GLOSX Sharpe Ratio is 2.49, which is higher than the DRGTX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of GLOSX and DRGTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GLOSX vs. DRGTX - Drawdown Comparison

The maximum GLOSX drawdown since its inception was -54.40%, smaller than the maximum DRGTX drawdown of -83.33%. Use the drawdown chart below to compare losses from any high point for GLOSX and DRGTX.


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Drawdown Indicators


GLOSXDRGTXDifference

Max Drawdown

Largest peak-to-trough decline

-54.40%

-83.33%

+28.93%

Max Drawdown (1Y)

Largest decline over 1 year

-10.04%

-20.78%

+10.74%

Max Drawdown (3Y)

Largest decline over 3 years

-14.66%

-29.46%

+14.80%

Max Drawdown (5Y)

Largest decline over 5 years

-23.72%

-49.05%

+25.33%

Max Drawdown (10Y)

Largest decline over 10 years

-33.59%

-49.05%

+15.46%

Current Drawdown

Current decline from peak

-0.22%

-6.12%

+5.90%

Average Drawdown

Average peak-to-trough decline

-9.72%

-29.82%

+20.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

7.24%

-4.62%

Volatility

GLOSX vs. DRGTX - Volatility Comparison

The current volatility for Pioneer Global Sustainable Equity Fund Class A (GLOSX) is 4.35%, while Virtus Technology Fund (DRGTX) has a volatility of 9.04%. This indicates that GLOSX experiences smaller price fluctuations and is considered to be less risky than DRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLOSXDRGTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

9.04%

-4.69%

Volatility (6M)

Calculated over the trailing 6-month period

11.51%

21.46%

-9.95%

Volatility (1Y)

Calculated over the trailing 1-year period

14.35%

26.01%

-11.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.69%

29.19%

-13.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.78%

27.21%

-10.43%

GLOSX vs. DRGTX - Expense Ratio Comparison

GLOSX has a 1.10% expense ratio, which is lower than DRGTX's 1.16% expense ratio.


Dividends

GLOSX vs. DRGTX - Dividend Comparison

GLOSX's dividend yield for the trailing twelve months is around 9.95%, more than DRGTX's 2.03% yield.


PositionTTM20252024202320222021202020192018201720162015
DRGTX
Virtus Technology Fund
2.03%2.51%0.00%0.00%18.86%28.27%16.84%17.12%21.77%16.26%5.15%15.96%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
9.95%11.53%7.73%1.55%6.04%21.00%0.87%0.93%10.44%1.27%1.25%0.60%

Frequently Asked Questions


GLOSX and DRGTX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DRGTX has higher volatility (9.04%) compared to GLOSX (4.35%). In terms of maximum drawdown, GLOSX dropped -54.40% vs DRGTX's -83.33%.

GLOSX currently has the higher Sharpe Ratio (2.49 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GLOSX and DRGTX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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