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PCGRX vs. AMDVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PCGRX vs. AMDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Mid Cap Value Fund (PCGRX) and American Century Mid Cap Value R6 (AMDVX). The values are adjusted to include any dividend payments, if applicable.

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PCGRX vs. AMDVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PCGRX
Pioneer Mid Cap Value Fund
1.36%10.84%10.44%12.38%-5.85%28.94%1.81%28.04%-19.52%12.89%
AMDVX
American Century Mid Cap Value R6
1.04%9.21%8.87%6.54%-0.35%23.83%1.99%29.32%-12.18%11.95%

Returns By Period

In the year-to-date period, PCGRX achieves a 1.36% return, which is significantly higher than AMDVX's 1.04% return. Over the past 10 years, PCGRX has underperformed AMDVX with an annualized return of 8.61%, while AMDVX has yielded a comparatively higher 9.11% annualized return.


PCGRX

1D
-0.89%
1M
-6.55%
YTD
1.36%
6M
4.63%
1Y
13.03%
3Y*
11.24%
5Y*
8.34%
10Y*
8.61%

AMDVX

1D
-0.33%
1M
-7.87%
YTD
1.04%
6M
1.15%
1Y
7.98%
3Y*
8.10%
5Y*
7.08%
10Y*
9.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PCGRX vs. AMDVX - Expense Ratio Comparison

PCGRX has a 1.05% expense ratio, which is higher than AMDVX's 0.63% expense ratio.


Return for Risk

PCGRX vs. AMDVX — Risk / Return Rank

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

PCGRX
PCGRX Risk / Return Rank: 3333
Overall Rank
PCGRX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
PCGRX Sortino Ratio Rank: 3434
Sortino Ratio Rank
PCGRX Omega Ratio Rank: 3434
Omega Ratio Rank
PCGRX Calmar Ratio Rank: 3131
Calmar Ratio Rank
PCGRX Martin Ratio Rank: 3333
Martin Ratio Rank

AMDVX
AMDVX Risk / Return Rank: 2323
Overall Rank
AMDVX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AMDVX Sortino Ratio Rank: 2323
Sortino Ratio Rank
AMDVX Omega Ratio Rank: 2020
Omega Ratio Rank
AMDVX Calmar Ratio Rank: 2525
Calmar Ratio Rank
AMDVX Martin Ratio Rank: 2525
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.

PCGRX vs. AMDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and American Century Mid Cap Value R6 (AMDVX). 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.


PCGRXAMDVXDifference

Sharpe ratio

Return per unit of total volatility

0.75

0.57

+0.18

Sortino ratio

Return per unit of downside risk

1.14

0.92

+0.22

Omega ratio

Gain probability vs. loss probability

1.16

1.12

+0.05

Calmar ratio

Return relative to maximum drawdown

0.86

0.73

+0.13

Martin ratio

Return relative to average drawdown

3.50

2.74

+0.76

PCGRX vs. AMDVX - Sharpe Ratio Comparison

The current PCGRX Sharpe Ratio is 0.75, which is higher than the AMDVX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of PCGRX and AMDVX, 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


PCGRXAMDVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

0.57

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.49

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.52

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.55

-0.01

Correlation

The correlation between PCGRX and AMDVX is 0.94, 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

PCGRX vs. AMDVX - Dividend Comparison

PCGRX's dividend yield for the trailing twelve months is around 7.09%, less than AMDVX's 14.60% yield.


TTM20252024202320222021202020192018201720162015
PCGRX
Pioneer Mid Cap Value Fund
7.09%7.19%9.50%6.92%12.41%14.24%0.71%1.08%12.40%8.35%6.59%10.48%
AMDVX
American Century Mid Cap Value R6
14.60%14.83%9.13%5.59%15.97%16.32%2.14%1.79%15.04%9.85%4.38%11.43%

Drawdowns

PCGRX vs. AMDVX - Drawdown Comparison

The maximum PCGRX drawdown since its inception was -53.63%, which is greater than AMDVX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for PCGRX and AMDVX.


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Drawdown Indicators


PCGRXAMDVXDifference

Max Drawdown

Largest peak-to-trough decline

-53.63%

-39.21%

-14.42%

Max Drawdown (1Y)

Largest decline over 1 year

-14.56%

-10.95%

-3.61%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-16.96%

-3.33%

Max Drawdown (10Y)

Largest decline over 10 years

-42.30%

-39.21%

-3.09%

Current Drawdown

Current decline from peak

-7.61%

-7.98%

+0.37%

Average Drawdown

Average peak-to-trough decline

-7.56%

-4.00%

-3.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

2.91%

+0.66%

Volatility

PCGRX vs. AMDVX - Volatility Comparison

Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 4.50% compared to American Century Mid Cap Value R6 (AMDVX) at 3.70%. This indicates that PCGRX's price experiences larger fluctuations and is considered to be riskier than AMDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PCGRXAMDVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.50%

3.70%

+0.80%

Volatility (6M)

Calculated over the trailing 6-month period

10.04%

8.54%

+1.50%

Volatility (1Y)

Calculated over the trailing 1-year period

19.03%

15.54%

+3.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.67%

14.62%

+3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.50%

17.47%

+2.03%