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

Correlation

The correlation between PCGRX and PGOFX is 0.95, 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.


-0.50.00.51.0
Correlation: 0.9

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.

-10.00%-5.00%0.00%Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24
-6.57%
1.77%
PCGRX
PGOFX

Key characteristics

Daily Std Dev

PCGRX:

20.22%

PGOFX:

63.63%

Max Drawdown

PCGRX:

-57.33%

PGOFX:

-13.68%

Current Drawdown

PCGRX:

-23.84%

PGOFX:

-0.11%

Returns By Period


PCGRX

YTD

-7.21%

1M

-7.53%

6M

-14.03%

1Y

-7.25%

5Y*

5.54%

10Y*

-1.05%

PGOFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*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.


Expense ratio chart for PCGRX: current value is 1.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PCGRX: 1.05%
Expense ratio chart for PGOFX: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PGOFX: 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 66
Overall Rank
The Sharpe Ratio Rank of PCGRX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGRX is 66
Sortino Ratio Rank
The Omega Ratio Rank of PCGRX is 66
Omega Ratio Rank
The Calmar Ratio Rank of PCGRX is 66
Calmar Ratio Rank
The Martin Ratio Rank of PCGRX is 66
Martin Ratio Rank

PGOFX
The Risk-Adjusted Performance Rank of PGOFX is 1313
Overall Rank
The Sharpe Ratio Rank of PGOFX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of PGOFX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of PGOFX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of PGOFX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of PGOFX is 1111
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.


The chart of Sharpe ratio for PCGRX, currently valued at -0.36, compared to the broader market-1.000.001.002.003.00
PCGRX: -0.36
The chart of Sortino ratio for PCGRX, currently valued at -0.36, compared to the broader market-2.000.002.004.006.008.00
PCGRX: -0.36
The chart of Omega ratio for PCGRX, currently valued at 0.95, compared to the broader market0.501.001.502.002.503.00
PCGRX: 0.95
The chart of Calmar ratio for PCGRX, currently valued at -0.25, compared to the broader market0.002.004.006.008.0010.00
PCGRX: -0.25
The chart of Martin ratio for PCGRX, currently valued at -0.83, compared to the broader market0.0010.0020.0030.0040.0050.00
PCGRX: -0.83


Chart placeholderNot enough data

Dividends

PCGRX vs. PGOFX - Dividend Comparison

PCGRX's dividend yield for the trailing twelve months is around 1.67%, while PGOFX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
PCGRX
Pioneer Mid Cap Value Fund
1.67%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%, which is greater than PGOFX's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for PCGRX and PGOFX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24
-7.41%
-0.11%
PCGRX
PGOFX

Volatility

PCGRX vs. PGOFX - Volatility Comparison

The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is NaN%, while Pioneer Select Mid Cap Growth Fund (PGOFX) has a volatility of NaN%. 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.


PCGRX
PGOFX