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

Correlation

The correlation between PGOFX and PCGRX is 0.96, 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: 1.0

Performance

PGOFX vs. PCGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Select Mid Cap Growth Fund (PGOFX) and Pioneer Mid Cap Value Fund (PCGRX). 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
0.98%
-6.23%
PGOFX
PCGRX

Key characteristics

Daily Std Dev

PGOFX:

65.67%

PCGRX:

20.22%

Max Drawdown

PGOFX:

-13.68%

PCGRX:

-57.33%

Current Drawdown

PGOFX:

-0.89%

PCGRX:

-23.56%

Returns By Period


PGOFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PCGRX

YTD

-6.87%

1M

-7.07%

6M

-14.45%

1Y

-7.33%

5Y*

5.63%

10Y*

-1.00%

*Annualized

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PGOFX vs. PCGRX - Expense Ratio Comparison

PGOFX has a 0.99% expense ratio, which is lower than PCGRX's 1.05% 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

PGOFX vs. PCGRX — Risk-Adjusted Performance Rank

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

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

PCGRX
The Risk-Adjusted Performance Rank of PCGRX is 99
Overall Rank
The Sharpe Ratio Rank of PCGRX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGRX is 99
Sortino Ratio Rank
The Omega Ratio Rank of PCGRX is 99
Omega Ratio Rank
The Calmar Ratio Rank of PCGRX is 99
Calmar Ratio Rank
The Martin Ratio Rank of PCGRX is 99
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.

PGOFX vs. PCGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) and Pioneer Mid Cap Value Fund (PCGRX). 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.



Chart placeholderNot enough data

Dividends

PGOFX vs. PCGRX - Dividend Comparison

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


TTM20242023202220212020201920182017201620152014
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%
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%

Drawdowns

PGOFX vs. PCGRX - Drawdown Comparison

The maximum PGOFX drawdown since its inception was -13.68%, smaller than the maximum PCGRX drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for PGOFX and PCGRX. 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
-0.89%
-7.07%
PGOFX
PCGRX

Volatility

PGOFX vs. PCGRX - Volatility Comparison

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


PGOFX
PCGRX