PEQIX vs. GLOSX
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
PEQIX is managed by Amundi. It was launched on Jul 25, 1990. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PEQIX vs. GLOSX - Performance Comparison
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PEQIX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
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, PEQIX achieves a 2.24% return, which is significantly higher than GLOSX's -2.65% return. Over the past 10 years, PEQIX has underperformed GLOSX with an annualized return of 8.79%, while GLOSX has yielded a comparatively higher 12.09% annualized return.
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
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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PEQIX vs. GLOSX - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
PEQIX vs. GLOSX — Risk / Return Rank
PEQIX
GLOSX
PEQIX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) 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.
| PEQIX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.82 | -1.07 |
Sortino ratioReturn per unit of downside risk | 1.12 | 2.40 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.24 | -1.39 |
Martin ratioReturn relative to average drawdown | 3.31 | 9.93 | -6.62 |
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
| PEQIX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.82 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.82 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.72 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Correlation
The correlation between PEQIX and GLOSX is 0.87, 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
PEQIX vs. GLOSX - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 8.80%, less than GLOSX's 11.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
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
PEQIX vs. GLOSX - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -54.08%, roughly equal to the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PEQIX and GLOSX.
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Drawdown Indicators
| PEQIX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.08% | -54.40% | +0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -12.42% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -20.24% | -23.72% | +3.48% |
Max Drawdown (10Y)Largest decline over 10 years | -37.93% | -33.59% | -4.34% |
Current DrawdownCurrent decline from peak | -6.59% | -10.04% | +3.45% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -9.86% | +3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.80% | +0.58% |
Volatility
PEQIX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer Equity Income Fund (PEQIX) is 3.18%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that PEQIX 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
| PEQIX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 4.78% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 10.17% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 16.66% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 15.48% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.78% | +0.39% |