PGOFX vs. PIODX
Compare and contrast key facts about Pioneer Select Mid Cap Growth Fund (PGOFX) and Pioneer Fund (PIODX).
PGOFX is managed by Amundi. It was launched on Jun 30, 1993. PIODX is managed by Amundi. It was launched on Feb 10, 1928.
Performance
PGOFX vs. PIODX - Performance Comparison
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PGOFX vs. PIODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGOFX Pioneer Select Mid Cap Growth Fund | -1.34% | 20.66% | 23.84% | 18.66% | -31.26% | 8.06% | 38.86% | 32.73% | -5.77% | 29.88% |
PIODX Pioneer Fund | -1.25% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
Returns By Period
In the year-to-date period, PGOFX achieves a -1.34% return, which is significantly lower than PIODX's -1.25% return. Over the past 10 years, PGOFX has underperformed PIODX with an annualized return of 12.10%, while PIODX has yielded a comparatively higher 15.23% annualized 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%
PIODX
- 1D
- 3.04%
- 1M
- -6.34%
- YTD
- -1.25%
- 6M
- 2.85%
- 1Y
- 30.24%
- 3Y*
- 22.27%
- 5Y*
- 12.78%
- 10Y*
- 15.23%
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PGOFX vs. PIODX - Expense Ratio Comparison
PGOFX has a 0.99% expense ratio, which is lower than PIODX's 1.06% expense ratio.
Return for Risk
PGOFX vs. PIODX — Risk / Return Rank
PGOFX
PIODX
PGOFX vs. PIODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Select Mid Cap Growth Fund (PGOFX) and Pioneer Fund (PIODX). 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.
| PGOFX | PIODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.44 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.08 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.44 | -0.28 |
Martin ratioReturn relative to average drawdown | 9.27 | 10.94 | -1.68 |
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
| PGOFX | PIODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.44 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.67 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.81 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.52 | -0.09 |
Correlation
The correlation between PGOFX and PIODX is 0.77, 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. PIODX - Dividend Comparison
PGOFX's dividend yield for the trailing twelve months is around 16.83%, more than PIODX's 10.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PIODX Pioneer Fund | 10.15% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
Drawdowns
PGOFX vs. PIODX - Drawdown Comparison
The maximum PGOFX drawdown since its inception was -62.17%, which is greater than PIODX's maximum drawdown of -53.40%. Use the drawdown chart below to compare losses from any high point for PGOFX and PIODX.
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Drawdown Indicators
| PGOFX | PIODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.17% | -53.40% | -8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -12.75% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -39.78% | -26.55% | -13.23% |
Max Drawdown (10Y)Largest decline over 10 years | -39.78% | -30.14% | -9.64% |
Current DrawdownCurrent decline from peak | -6.99% | -7.26% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -11.76% | -8.62% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.84% | +0.35% |
Volatility
PGOFX vs. PIODX - Volatility Comparison
Pioneer Select Mid Cap Growth Fund (PGOFX) has a higher volatility of 8.06% compared to Pioneer Fund (PIODX) at 6.29%. This indicates that PGOFX's price experiences larger fluctuations and is considered to be riskier than PIODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGOFX | PIODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 6.29% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 15.29% | 11.88% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 21.56% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 19.11% | +4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.93% | 18.80% | +4.13% |