PGOFX vs. IJT

In the year-to-date period, PGOFX achieves a 12.06% return, which is significantly higher than IJT's 3.60% return. Over the past 10 years, PGOFX has underperformed IJT with an annualized return of 3.03%, while IJT has yielded a comparatively higher 9.27% annualized return.

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PGOFX has a 0.99% expense ratio, which is higher than IJT's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) and iShares S&P SmallCap 600 Growth ETF (IJT). 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 current PGOFX Sharpe Ratio is 0.71, which is comparable to the IJT Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of PGOFX and IJT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGOFX has not paid dividends to shareholders, while IJT's dividend yield for the trailing twelve months is around 1.03%.

The maximum PGOFX drawdown since its inception was -64.61%, which is greater than IJT's maximum drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PGOFX and IJT. For additional features, visit the drawdowns tool.

Pioneer Select Mid Cap Growth Fund (PGOFX) has a higher volatility of 6.06% compared to iShares S&P SmallCap 600 Growth ETF (IJT) at 4.10%. This indicates that PGOFX's price experiences larger fluctuations and is considered to be riskier than IJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.