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PCGRX vs. PGOFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PCGRX and PGOFX is 0.83, 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.


-0.50.00.51.00.8

Performance

PCGRX vs. PGOFX - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
1.41%
7.50%
PCGRX
PGOFX

Key characteristics

Sharpe Ratio

PCGRX:

0.65

PGOFX:

0.52

Sortino Ratio

PCGRX:

0.92

PGOFX:

0.77

Omega Ratio

PCGRX:

1.13

PGOFX:

1.11

Calmar Ratio

PCGRX:

0.45

PGOFX:

0.36

Martin Ratio

PCGRX:

1.70

PGOFX:

1.82

Ulcer Index

PCGRX:

5.69%

PGOFX:

6.12%

Daily Std Dev

PCGRX:

14.81%

PGOFX:

21.58%

Max Drawdown

PCGRX:

-57.33%

PGOFX:

-64.61%

Current Drawdown

PCGRX:

-13.66%

PGOFX:

-18.93%

Returns By Period

In the year-to-date period, PCGRX achieves a 5.20% return, which is significantly lower than PGOFX's 8.30% return. Over the past 10 years, PCGRX has underperformed PGOFX with an annualized return of 0.06%, while PGOFX has yielded a comparatively higher 2.68% annualized return.


PCGRX

YTD

5.20%

1M

0.57%

6M

1.42%

1Y

9.34%

5Y*

2.35%

10Y*

0.06%

PGOFX

YTD

8.30%

1M

0.87%

6M

7.50%

1Y

13.94%

5Y*

1.12%

10Y*

2.68%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PCGRX vs. PGOFX - Expense Ratio Comparison

PCGRX has a 1.05% expense ratio, which is higher than PGOFX's 0.99% expense ratio.


PCGRX
Pioneer Mid Cap Value Fund
Expense ratio chart for PCGRX: current value at 1.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.05%
Expense ratio chart for PGOFX: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%

Risk-Adjusted Performance

PCGRX vs. PGOFX — Risk-Adjusted Performance Rank

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

PCGRX
The Risk-Adjusted Performance Rank of PCGRX is 3030
Overall Rank
The Sharpe Ratio Rank of PCGRX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGRX is 2828
Sortino Ratio Rank
The Omega Ratio Rank of PCGRX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of PCGRX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of PCGRX is 2525
Martin Ratio Rank

PGOFX
The Risk-Adjusted Performance Rank of PGOFX is 2525
Overall Rank
The Sharpe Ratio Rank of PGOFX is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of PGOFX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PGOFX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of PGOFX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of PGOFX is 2727
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PCGRX vs. PGOFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Select Mid Cap Growth Fund (PGOFX). 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.


Sharpe ratio
The chart of Sharpe ratio for PCGRX, currently valued at 0.65, compared to the broader market-1.000.001.002.003.004.000.650.52
The chart of Sortino ratio for PCGRX, currently valued at 0.92, compared to the broader market0.002.004.006.008.0010.0012.000.920.77
The chart of Omega ratio for PCGRX, currently valued at 1.13, compared to the broader market1.002.003.004.001.131.11
The chart of Calmar ratio for PCGRX, currently valued at 0.45, compared to the broader market0.005.0010.0015.0020.000.450.36
The chart of Martin ratio for PCGRX, currently valued at 1.70, compared to the broader market0.0020.0040.0060.0080.001.701.82
PCGRX
PGOFX

The current PCGRX Sharpe Ratio is 0.65, which is comparable to the PGOFX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of PCGRX and PGOFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.65
0.52
PCGRX
PGOFX

Dividends

PCGRX vs. PGOFX - Dividend Comparison

PCGRX's dividend yield for the trailing twelve months is around 1.48%, while PGOFX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
PCGRX
Pioneer Mid Cap Value Fund
1.48%1.55%1.59%1.54%0.61%0.71%0.75%0.96%0.35%0.43%0.37%0.43%
PGOFX
Pioneer Select Mid Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PCGRX vs. PGOFX - Drawdown Comparison

The maximum PCGRX drawdown since its inception was -57.33%, smaller than the maximum PGOFX drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for PCGRX and PGOFX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%SeptemberOctoberNovemberDecember2025February
-13.66%
-18.93%
PCGRX
PGOFX

Volatility

PCGRX vs. PGOFX - Volatility Comparison

The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 2.79%, while Pioneer Select Mid Cap Growth Fund (PGOFX) has a volatility of 6.44%. This indicates that PCGRX experiences smaller price fluctuations and is considered to be less risky than PGOFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
2.79%
6.44%
PCGRX
PGOFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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