PIOTX vs. GLOSX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
PIOTX is managed by Amundi. It was launched on Nov 18, 1999. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PIOTX vs. GLOSX - Performance Comparison
Loading graphics...
PIOTX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
GLOSX Pioneer Global Sustainable Equity Fund Class A | -2.65% | 41.25% | 11.45% | 16.70% | -9.75% | 23.28% | 17.79% | 23.30% | -16.32% | 21.90% |
Returns By Period
In the year-to-date period, PIOTX achieves a -2.50% return, which is significantly higher than GLOSX's -2.65% return. Both investments have delivered pretty close results over the past 10 years, with PIOTX having a 12.27% annualized return and GLOSX not far behind at 12.09%.
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
GLOSX
- 1D
- -0.36%
- 1M
- -9.68%
- YTD
- -2.65%
- 6M
- 3.03%
- 1Y
- 30.29%
- 3Y*
- 19.39%
- 5Y*
- 12.65%
- 10Y*
- 12.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIOTX vs. GLOSX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
PIOTX vs. GLOSX — Risk / Return Rank
PIOTX
GLOSX
PIOTX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). 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.
| PIOTX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.82 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.40 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.24 | -1.01 |
Martin ratioReturn relative to average drawdown | 5.22 | 9.93 | -4.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIOTX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.82 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.82 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.72 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.44 | -0.31 |
Correlation
The correlation between PIOTX and GLOSX is 0.91, 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.
Dividends
PIOTX vs. GLOSX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 7.73%, less than GLOSX's 11.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
GLOSX Pioneer Global Sustainable Equity Fund Class A | 11.85% | 11.53% | 7.73% | 1.55% | 6.04% | 21.00% | 0.87% | 0.93% | 10.44% | 1.27% | 1.25% | 0.60% |
Drawdowns
PIOTX vs. GLOSX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -66.24%, which is greater than GLOSX's maximum drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PIOTX and GLOSX.
Loading graphics...
Drawdown Indicators
| PIOTX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.24% | -54.40% | -11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -12.42% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -23.72% | -2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -33.59% | +1.80% |
Current DrawdownCurrent decline from peak | -8.16% | -10.04% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -9.86% | -10.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.80% | +0.22% |
Volatility
PIOTX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer Core Equity Fund (PIOTX) is 3.09%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that PIOTX experiences smaller price fluctuations and is considered to be less risky than GLOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIOTX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 4.78% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 10.17% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 16.66% | +2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 15.48% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 16.78% | +1.18% |