PIODX vs. AVGE

In the year-to-date period, PIODX achieves a -7.60% return, which is significantly lower than AVGE's -3.06% return.

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PIODX has a 1.06% expense ratio, which is higher than AVGE's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Avantis All Equity Markets ETF (AVGE). 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.

The current PIODX Sharpe Ratio is -0.27, which is lower than the AVGE Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of PIODX and AVGE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PIODX's dividend yield for the trailing twelve months is around 0.56%, less than AVGE's 1.98% yield.

The maximum PIODX drawdown since its inception was -58.19%, which is greater than AVGE's maximum drawdown of -17.13%. Use the drawdown chart below to compare losses from any high point for PIODX and AVGE. For additional features, visit the drawdowns tool.

Pioneer Fund (PIODX) has a higher volatility of 15.66% compared to Avantis All Equity Markets ETF (AVGE) at 12.65%. This indicates that PIODX's price experiences larger fluctuations and is considered to be riskier than AVGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.