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

Correlation

The correlation between PIGFX and VTI is 0.92, 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. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Fundamental Growth Fund (PIGFX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PIGFX:

16.63%

VTI:

20.26%

Max Drawdown

PIGFX:

-1.27%

VTI:

-55.45%

Current Drawdown

PIGFX:

0.00%

VTI:

-3.06%

Returns By Period


PIGFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

VTI

YTD

1.39%

1M

13.16%

6M

1.13%

1Y

13.13%

3Y*

16.20%

5Y*

16.07%

10Y*

12.16%

*Annualized

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Pioneer Fundamental Growth Fund

Vanguard Total Stock Market ETF

PIGFX vs. VTI - Expense Ratio Comparison

PIGFX has a 1.00% expense ratio, which is higher than VTI's 0.03% expense ratio.


Risk-Adjusted Performance

PIGFX vs. VTI — 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 1818
Overall Rank
The Sharpe Ratio Rank of PIGFX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of PIGFX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of PIGFX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of PIGFX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of PIGFX is 1717
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 6363
Overall Rank
The Sharpe Ratio Rank of VTI is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6565
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6363
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. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Vanguard Total Stock Market ETF (VTI). 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.



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Dividends

PIGFX vs. VTI - Dividend Comparison

PIGFX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.28%.


TTM20242023202220212020201920182017201620152014
PIGFX
Pioneer Fundamental 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%
VTI
Vanguard Total Stock Market ETF
1.28%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

PIGFX vs. VTI - Drawdown Comparison

The maximum PIGFX drawdown since its inception was -1.27%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PIGFX and VTI. For additional features, visit the drawdowns tool.


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Volatility

PIGFX vs. VTI - Volatility Comparison


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