PIGFX vs. PSHYX
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Short Term Income Fund (PSHYX).
PIGFX is managed by Amundi. It was launched on Aug 22, 2002. PSHYX is managed by Amundi. It was launched on Jul 8, 2004.
Performance
PIGFX vs. PSHYX - Performance Comparison
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PIGFX vs. PSHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | -9.23% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
PSHYX Pioneer Short Term Income Fund | -0.12% | 4.96% | 4.93% | 5.64% | -3.42% | 1.83% | 1.79% | 4.74% | 1.77% | 1.72% |
Returns By Period
In the year-to-date period, PIGFX achieves a -9.23% return, which is significantly lower than PSHYX's -0.12% return. Over the past 10 years, PIGFX has outperformed PSHYX with an annualized return of 12.92%, while PSHYX has yielded a comparatively lower 2.51% annualized return.
PIGFX
- 1D
- 3.07%
- 1M
- -4.72%
- YTD
- -9.23%
- 6M
- -8.09%
- 1Y
- 9.09%
- 3Y*
- 14.23%
- 5Y*
- 8.80%
- 10Y*
- 12.92%
PSHYX
- 1D
- 0.00%
- 1M
- -0.79%
- YTD
- -0.12%
- 6M
- 0.65%
- 1Y
- 3.00%
- 3Y*
- 4.47%
- 5Y*
- 2.48%
- 10Y*
- 2.51%
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PIGFX vs. PSHYX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than PSHYX's 0.46% expense ratio.
Return for Risk
PIGFX vs. PSHYX — Risk / Return Rank
PIGFX
PSHYX
PIGFX vs. PSHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Short Term Income Fund (PSHYX). 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.
| PIGFX | PSHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.51 | -1.06 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.72 | -1.94 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.38 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 3.15 | -2.49 |
Martin ratioReturn relative to average drawdown | 2.13 | 9.56 | -7.43 |
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
| PIGFX | PSHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.51 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 1.12 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 1.02 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 1.32 | -0.82 |
Correlation
The correlation between PIGFX and PSHYX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PIGFX vs. PSHYX - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 21.13%, more than PSHYX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 21.13% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
PSHYX Pioneer Short Term Income Fund | 4.70% | 5.20% | 4.23% | 3.96% | 3.46% | 2.47% | 2.77% | 3.35% | 2.71% | 2.24% | 2.04% | 1.85% |
Drawdowns
PIGFX vs. PSHYX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, which is greater than PSHYX's maximum drawdown of -12.98%. Use the drawdown chart below to compare losses from any high point for PIGFX and PSHYX.
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Drawdown Indicators
| PIGFX | PSHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -12.98% | -31.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -1.13% | -13.42% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -5.88% | -21.24% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -12.98% | -18.49% |
Current DrawdownCurrent decline from peak | -11.69% | -0.90% | -10.79% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -0.63% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 0.37% | +4.16% |
Volatility
PIGFX vs. PSHYX - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 6.03% compared to Pioneer Short Term Income Fund (PSHYX) at 0.53%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than PSHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIGFX | PSHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 0.53% | +5.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 1.34% | +9.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 2.12% | +18.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 2.22% | +16.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 2.47% | +16.38% |