PortfoliosLab logoPortfoliosLab logo
PGOFX vs. CTIGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PGOFX vs. CTIGX - Performance Comparison

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

Loading graphics...

PGOFX vs. CTIGX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PGOFX
Pioneer Select Mid Cap Growth Fund
-1.34%20.66%23.84%18.66%-31.26%8.06%38.86%3.13%
CTIGX
Calamos Timpani SMID Growth Fund
0.46%21.21%44.09%12.26%-34.88%7.64%58.94%-3.80%

Returns By Period

In the year-to-date period, PGOFX achieves a -1.34% return, which is significantly lower than CTIGX's 0.46% return.


PGOFX

1D
3.86%
1M
-6.03%
YTD
-1.34%
6M
-1.44%
1Y
30.03%
3Y*
17.90%
5Y*
4.60%
10Y*
12.10%

CTIGX

1D
5.87%
1M
-6.37%
YTD
0.46%
6M
4.63%
1Y
39.29%
3Y*
23.19%
5Y*
5.06%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


PGOFX vs. CTIGX - Expense Ratio Comparison

PGOFX has a 0.99% expense ratio, which is lower than CTIGX's 1.10% expense ratio.


Return for Risk

PGOFX vs. CTIGX — Risk / Return Rank

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

PGOFX
PGOFX Risk / Return Rank: 7474
Overall Rank
PGOFX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
PGOFX Sortino Ratio Rank: 6969
Sortino Ratio Rank
PGOFX Omega Ratio Rank: 6262
Omega Ratio Rank
PGOFX Calmar Ratio Rank: 8383
Calmar Ratio Rank
PGOFX Martin Ratio Rank: 8585
Martin Ratio Rank

CTIGX
CTIGX Risk / Return Rank: 7878
Overall Rank
CTIGX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
CTIGX Sortino Ratio Rank: 7171
Sortino Ratio Rank
CTIGX Omega Ratio Rank: 6060
Omega Ratio Rank
CTIGX Calmar Ratio Rank: 9595
Calmar Ratio Rank
CTIGX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PGOFX vs. CTIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) and Calamos Timpani SMID Growth Fund (CTIGX). 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.


PGOFXCTIGXDifference

Sharpe ratio

Return per unit of total volatility

1.28

1.37

-0.08

Sortino ratio

Return per unit of downside risk

1.83

1.93

-0.10

Omega ratio

Gain probability vs. loss probability

1.25

1.25

0.00

Calmar ratio

Return relative to maximum drawdown

2.16

3.51

-1.35

Martin ratio

Return relative to average drawdown

9.27

12.62

-3.35

PGOFX vs. CTIGX - Sharpe Ratio Comparison

The current PGOFX Sharpe Ratio is 1.28, which is comparable to the CTIGX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of PGOFX and CTIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PGOFXCTIGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.37

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.19

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.41

+0.02

Correlation

The correlation between PGOFX and CTIGX is 0.93, 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

PGOFX vs. CTIGX - Dividend Comparison

PGOFX's dividend yield for the trailing twelve months is around 16.83%, more than CTIGX's 4.57% yield.


TTM20252024202320222021202020192018201720162015
PGOFX
Pioneer Select Mid Cap Growth Fund
16.83%16.61%12.14%0.00%1.84%11.47%13.77%1.37%16.05%8.32%1.69%8.90%
CTIGX
Calamos Timpani SMID Growth Fund
4.57%4.59%2.80%0.00%0.00%11.76%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PGOFX vs. CTIGX - Drawdown Comparison

The maximum PGOFX drawdown since its inception was -62.17%, which is greater than CTIGX's maximum drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for PGOFX and CTIGX.


Loading graphics...

Drawdown Indicators


PGOFXCTIGXDifference

Max Drawdown

Largest peak-to-trough decline

-62.17%

-46.26%

-15.91%

Max Drawdown (1Y)

Largest decline over 1 year

-13.68%

-11.56%

-2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-39.78%

-46.26%

+6.48%

Max Drawdown (10Y)

Largest decline over 10 years

-39.78%

Current Drawdown

Current decline from peak

-6.99%

-6.37%

-0.62%

Average Drawdown

Average peak-to-trough decline

-11.76%

-19.05%

+7.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.19%

3.21%

-0.02%

Volatility

PGOFX vs. CTIGX - Volatility Comparison

The current volatility for Pioneer Select Mid Cap Growth Fund (PGOFX) is 8.06%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 12.85%. This indicates that PGOFX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PGOFXCTIGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.06%

12.85%

-4.79%

Volatility (6M)

Calculated over the trailing 6-month period

15.29%

20.84%

-5.55%

Volatility (1Y)

Calculated over the trailing 1-year period

24.56%

28.76%

-4.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.52%

26.85%

-3.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.93%

29.11%

-6.18%