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PIGFX vs. GPIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PIGFX and GPIX is 0.90, 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.


-0.50.00.51.00.9

Performance

PIGFX vs. GPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Fundamental Growth Fund (PIGFX) and Goldman Sachs S&P 500 Core Premium Income ETF (GPIX). The values are adjusted to include any dividend payments, if applicable.

25.00%30.00%35.00%40.00%SeptemberOctoberNovemberDecember2025February
29.04%
43.31%
PIGFX
GPIX

Key characteristics

Sharpe Ratio

PIGFX:

0.59

GPIX:

2.04

Sortino Ratio

PIGFX:

0.86

GPIX:

2.74

Omega Ratio

PIGFX:

1.12

GPIX:

1.39

Calmar Ratio

PIGFX:

0.56

GPIX:

3.22

Martin Ratio

PIGFX:

2.19

GPIX:

14.12

Ulcer Index

PIGFX:

3.81%

GPIX:

1.59%

Daily Std Dev

PIGFX:

13.98%

GPIX:

10.98%

Max Drawdown

PIGFX:

-41.72%

GPIX:

-6.97%

Current Drawdown

PIGFX:

-7.26%

GPIX:

0.00%

Returns By Period

In the year-to-date period, PIGFX achieves a 3.24% return, which is significantly lower than GPIX's 3.73% return.


PIGFX

YTD

3.24%

1M

2.21%

6M

0.31%

1Y

7.54%

5Y*

4.46%

10Y*

6.47%

GPIX

YTD

3.73%

1M

1.84%

6M

10.67%

1Y

21.11%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


PIGFX vs. GPIX - Expense Ratio Comparison

PIGFX has a 1.00% expense ratio, which is higher than GPIX's 0.29% expense ratio.


PIGFX
Pioneer Fundamental Growth Fund
Expense ratio chart for PIGFX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%
Expense ratio chart for GPIX: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Risk-Adjusted Performance

PIGFX vs. GPIX — Risk-Adjusted Performance Rank

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

PIGFX
The Risk-Adjusted Performance Rank of PIGFX is 2525
Overall Rank
The Sharpe Ratio Rank of PIGFX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of PIGFX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of PIGFX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of PIGFX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of PIGFX is 2727
Martin Ratio Rank

GPIX
The Risk-Adjusted Performance Rank of GPIX is 8383
Overall Rank
The Sharpe Ratio Rank of GPIX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of GPIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of GPIX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of GPIX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of GPIX is 8787
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.

PIGFX vs. GPIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Goldman Sachs S&P 500 Core Premium Income ETF (GPIX). 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.


Sharpe ratio
The chart of Sharpe ratio for PIGFX, currently valued at 0.59, compared to the broader market-1.000.001.002.003.004.000.592.04
The chart of Sortino ratio for PIGFX, currently valued at 0.86, compared to the broader market0.002.004.006.008.0010.0012.000.862.74
The chart of Omega ratio for PIGFX, currently valued at 1.12, compared to the broader market1.002.003.004.001.121.39
The chart of Calmar ratio for PIGFX, currently valued at 0.84, compared to the broader market0.005.0010.0015.0020.000.843.22
The chart of Martin ratio for PIGFX, currently valued at 2.19, compared to the broader market0.0020.0040.0060.0080.002.1914.12
PIGFX
GPIX

The current PIGFX Sharpe Ratio is 0.59, which is lower than the GPIX Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of PIGFX and GPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09
0.59
2.04
PIGFX
GPIX

Dividends

PIGFX vs. GPIX - Dividend Comparison

PIGFX has not paid dividends to shareholders, while GPIX's dividend yield for the trailing twelve months is around 8.06%.


TTM20242023202220212020201920182017201620152014
PIGFX
Pioneer Fundamental Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.04%0.24%0.17%0.29%0.28%0.26%
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
8.06%7.45%1.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PIGFX vs. GPIX - Drawdown Comparison

The maximum PIGFX drawdown since its inception was -41.72%, which is greater than GPIX's maximum drawdown of -6.97%. Use the drawdown chart below to compare losses from any high point for PIGFX and GPIX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.61%
0
PIGFX
GPIX

Volatility

PIGFX vs. GPIX - Volatility Comparison

Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 3.12% compared to Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) at 2.51%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than GPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.12%
2.51%
PIGFX
GPIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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