PIGFX vs. GSLLX
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Goldman Sachs Flexible Cap Fund (GSLLX).
PIGFX is managed by Amundi US. It was launched on Aug 22, 2002. GSLLX is managed by Goldman Sachs. It was launched on Jan 31, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIGFX or GSLLX.
Key characteristics
| PIGFX | GSLLX | |
|---|---|---|
| YTD Return | 21.08% | 24.33% |
| 1Y Return | 23.54% | 31.81% |
| 3Y Return (Ann) | -0.41% | 6.69% |
| 5Y Return (Ann) | 6.66% | 11.70% |
| 10Y Return (Ann) | 7.34% | 5.37% |
| Sharpe Ratio | 1.72 | 2.65 |
| Sortino Ratio | 2.28 | 3.59 |
| Omega Ratio | 1.32 | 1.50 |
| Calmar Ratio | 1.02 | 3.78 |
| Martin Ratio | 9.47 | 16.55 |
| Ulcer Index | 2.44% | 1.94% |
| Daily Std Dev | 13.43% | 12.09% |
| Max Drawdown | -41.72% | -50.57% |
| Current Drawdown | -2.24% | -0.31% |
Correlation
The correlation between PIGFX and GSLLX 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.
Performance
PIGFX vs. GSLLX - Performance Comparison
In the year-to-date period, PIGFX achieves a 21.08% return, which is significantly lower than GSLLX's 24.33% return. Over the past 10 years, PIGFX has outperformed GSLLX with an annualized return of 7.34%, while GSLLX has yielded a comparatively lower 5.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PIGFX vs. GSLLX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than GSLLX's 0.71% expense ratio.
Risk-Adjusted Performance
PIGFX vs. GSLLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Goldman Sachs Flexible Cap Fund (GSLLX). 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.
Dividends
PIGFX vs. GSLLX - Dividend Comparison
PIGFX has not paid dividends to shareholders, while GSLLX's dividend yield for the trailing twelve months is around 0.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.24% | 0.17% | 0.29% | 0.28% | 0.26% | 0.36% |
GSLLX Goldman Sachs Flexible Cap Fund | 0.33% | 0.41% | 0.33% | 0.36% | 0.61% | 0.84% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIGFX vs. GSLLX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -41.72%, smaller than the maximum GSLLX drawdown of -50.57%. Use the drawdown chart below to compare losses from any high point for PIGFX and GSLLX. For additional features, visit the drawdowns tool.
Volatility
PIGFX vs. GSLLX - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 3.95% compared to Goldman Sachs Flexible Cap Fund (GSLLX) at 3.73%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than GSLLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.