PIODX vs. OPTFX

In the year-to-date period, PIODX achieves a 3.68% return, which is significantly lower than OPTFX's 5.18% return. Over the past 10 years, PIODX has underperformed OPTFX with an annualized return of 1.54%, while OPTFX has yielded a comparatively higher 3.54% annualized return.

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PIODX has a 1.06% expense ratio, which is higher than OPTFX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Invesco Capital Appreciation Fund (OPTFX). 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 0.37, which is lower than the OPTFX Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of PIODX and OPTFX, 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 0.53%, while OPTFX has not paid dividends to shareholders.

The maximum PIODX drawdown since its inception was -58.19%, smaller than the maximum OPTFX drawdown of -63.26%. Use the drawdown chart below to compare losses from any high point for PIODX and OPTFX. For additional features, visit the drawdowns tool.

The current volatility for Pioneer Fund (PIODX) is 4.38%, while Invesco Capital Appreciation Fund (OPTFX) has a volatility of 6.57%. This indicates that PIODX experiences smaller price fluctuations and is considered to be less risky than OPTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.