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PEMSX vs. VLIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PEMSX and VLIFX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

PEMSX vs. VLIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Emerging Markets Equity Fund (PEMSX) and Value Line Mid Cap Focused Fund (VLIFX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February0
-4.05%
PEMSX
VLIFX

Key characteristics

Returns By Period


PEMSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VLIFX

YTD

1.48%

1M

-1.02%

6M

-4.05%

1Y

4.74%

5Y*

5.01%

10Y*

8.76%

*Annualized

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


PEMSX vs. VLIFX - Expense Ratio Comparison

PEMSX has a 0.99% expense ratio, which is lower than VLIFX's 1.07% expense ratio.


VLIFX
Value Line Mid Cap Focused Fund
Expense ratio chart for VLIFX: current value at 1.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.07%
Expense ratio chart for PEMSX: 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

PEMSX vs. VLIFX — Risk-Adjusted Performance Rank

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

PEMSX
The Risk-Adjusted Performance Rank of PEMSX is 2222
Overall Rank
The Sharpe Ratio Rank of PEMSX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of PEMSX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PEMSX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of PEMSX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PEMSX is 2323
Martin Ratio Rank

VLIFX
The Risk-Adjusted Performance Rank of VLIFX is 1616
Overall Rank
The Sharpe Ratio Rank of VLIFX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of VLIFX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of VLIFX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of VLIFX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of VLIFX is 1414
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.

PEMSX vs. VLIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Emerging Markets Equity Fund (PEMSX) and Value Line Mid Cap Focused Fund (VLIFX). 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 PEMSX, currently valued at 0.78, compared to the broader market-1.000.001.002.003.004.000.780.26
The chart of Sortino ratio for PEMSX, currently valued at 1.32, compared to the broader market0.002.004.006.008.0010.0012.001.320.46
The chart of Omega ratio for PEMSX, currently valued at 1.54, compared to the broader market1.002.003.004.001.541.05
The chart of Calmar ratio for PEMSX, currently valued at 0.12, compared to the broader market0.005.0010.0015.0020.000.120.36
The chart of Martin ratio for PEMSX, currently valued at 1.45, compared to the broader market0.0020.0040.0060.0080.001.450.91
PEMSX
VLIFX


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.78
0.26
PEMSX
VLIFX

Dividends

PEMSX vs. VLIFX - Dividend Comparison

PEMSX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 0.05%.


TTM20242023202220212020201920182017201620152014
PEMSX
Pioneer Emerging Markets Equity Fund
0.00%0.00%4.86%4.15%3.93%1.19%0.63%0.00%0.00%0.00%0.00%0.00%
VLIFX
Value Line Mid Cap Focused Fund
0.05%0.06%0.03%0.13%0.00%0.08%0.03%0.00%0.00%0.00%0.00%0.04%

Drawdowns

PEMSX vs. VLIFX - Drawdown Comparison


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-21.62%
-7.68%
PEMSX
VLIFX

Volatility

PEMSX vs. VLIFX - Volatility Comparison

The current volatility for Pioneer Emerging Markets Equity Fund (PEMSX) is 0.00%, while Value Line Mid Cap Focused Fund (VLIFX) has a volatility of 3.07%. This indicates that PEMSX experiences smaller price fluctuations and is considered to be less risky than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%SeptemberOctoberNovemberDecember2025February0
3.07%
PEMSX
VLIFX
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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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