PCGRX vs. GLOSX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PCGRX vs. GLOSX - Performance Comparison
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PCGRX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% | 21.90% |
Returns By Period
In the year-to-date period, PCGRX achieves a 1.36% return, which is significantly higher than GLOSX's -2.65% return. Over the past 10 years, PCGRX has underperformed GLOSX with an annualized return of 8.61%, while GLOSX has yielded a comparatively higher 12.09% 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%
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%
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PCGRX vs. GLOSX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
PCGRX vs. GLOSX — Risk / Return Rank
PCGRX
GLOSX
PCGRX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) 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.
| PCGRX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.82 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.40 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.37 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 2.24 | -1.38 |
Martin ratioReturn relative to average drawdown | 3.50 | 9.93 | -6.43 |
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
| PCGRX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.82 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.82 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.72 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.44 | +0.10 |
Correlation
The correlation between PCGRX 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
PCGRX vs. GLOSX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 7.09%, less than GLOSX's 11.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
PCGRX vs. GLOSX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, roughly equal to the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PCGRX and GLOSX.
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Drawdown Indicators
| PCGRX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -54.40% | +0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -12.42% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -23.72% | +3.43% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -33.59% | -8.71% |
Current DrawdownCurrent decline from peak | -7.61% | -10.04% | +2.43% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -9.86% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.80% | +0.77% |
Volatility
PCGRX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 4.50%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that PCGRX 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
| PCGRX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.78% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 10.17% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 16.66% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 15.48% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 16.78% | +2.72% |