PBMFX vs. GLOSX
Compare and contrast key facts about Pioneer AMT Free Municipal Fund (PBMFX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
PBMFX is managed by Amundi. It was launched on Sep 29, 1996. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PBMFX vs. GLOSX - Performance Comparison
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PBMFX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBMFX Pioneer AMT Free Municipal Fund | -1.44% | -1.43% | 0.80% | 7.15% | -17.35% | 1.54% | 6.75% | 9.82% | 0.11% | 6.57% |
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, PBMFX achieves a -1.44% return, which is significantly lower than GLOSX's -0.39% return. Over the past 10 years, PBMFX has underperformed GLOSX with an annualized return of 0.71%, while GLOSX has yielded a comparatively higher 12.34% annualized return.
PBMFX
- 1D
- 0.50%
- 1M
- -2.90%
- YTD
- -1.44%
- 6M
- -1.29%
- 1Y
- -1.01%
- 3Y*
- 0.36%
- 5Y*
- -2.22%
- 10Y*
- 0.71%
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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PBMFX vs. GLOSX - Expense Ratio Comparison
PBMFX has a 0.78% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
PBMFX vs. GLOSX — Risk / Return Rank
PBMFX
GLOSX
PBMFX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer AMT Free Municipal Fund (PBMFX) 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.
| PBMFX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.06 | 2.00 | -2.05 |
Sortino ratioReturn per unit of downside risk | -0.01 | 2.60 | -2.62 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.40 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 2.67 | -2.61 |
Martin ratioReturn relative to average drawdown | 0.12 | 11.68 | -11.55 |
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
| PBMFX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.06 | 2.00 | -2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.84 | -1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.74 | -0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | 0.00 |
Correlation
The correlation between PBMFX and GLOSX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PBMFX vs. GLOSX - Dividend Comparison
PBMFX's dividend yield for the trailing twelve months is around 4.64%, less than GLOSX's 11.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBMFX Pioneer AMT Free Municipal Fund | 4.64% | 4.82% | 2.32% | 2.15% | 2.01% | 1.97% | 3.06% | 2.91% | 2.94% | 2.70% | 2.97% | 3.62% |
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
PBMFX vs. GLOSX - Drawdown Comparison
The maximum PBMFX drawdown since its inception was -24.21%, smaller than the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PBMFX and GLOSX.
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Drawdown Indicators
| PBMFX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.21% | -54.40% | +30.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -12.42% | +3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.21% | -23.72% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -24.21% | -33.59% | +9.38% |
Current DrawdownCurrent decline from peak | -13.56% | -7.96% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -9.86% | +5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 2.84% | +1.51% |
Volatility
PBMFX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer AMT Free Municipal Fund (PBMFX) is 1.84%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 5.52%. This indicates that PBMFX 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
| PBMFX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 5.52% | -3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 10.42% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 16.77% | -6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.36% | 15.51% | -8.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.61% | 16.80% | -10.19% |