PIOTX vs. PEQIX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and Pioneer Equity Income Fund (PEQIX).
PIOTX is managed by Amundi. It was launched on Nov 18, 1999. PEQIX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PIOTX vs. PEQIX - Performance Comparison
Loading graphics...
PIOTX vs. PEQIX - 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% |
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
Returns By Period
In the year-to-date period, PIOTX achieves a -2.50% return, which is significantly lower than PEQIX's 2.24% return. Over the past 10 years, PIOTX has outperformed PEQIX with an annualized return of 12.27%, while PEQIX has yielded a comparatively lower 8.79% annualized return.
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%
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
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. PEQIX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is lower than PEQIX's 1.02% expense ratio.
Return for Risk
PIOTX vs. PEQIX — Risk / Return Rank
PIOTX
PEQIX
PIOTX vs. PEQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and Pioneer Equity Income Fund (PEQIX). 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 | PEQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.76 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.12 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.85 | +0.38 |
Martin ratioReturn relative to average drawdown | 5.22 | 3.31 | +1.92 |
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 | PEQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.76 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.51 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.56 | -0.43 |
Correlation
The correlation between PIOTX and PEQIX is 0.88, 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. PEQIX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 7.73%, less than PEQIX's 8.80% 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% |
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
Drawdowns
PIOTX vs. PEQIX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -66.24%, which is greater than PEQIX's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for PIOTX and PEQIX.
Loading graphics...
Drawdown Indicators
| PIOTX | PEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.24% | -54.08% | -12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -13.19% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -20.24% | -6.25% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -37.93% | +6.14% |
Current DrawdownCurrent decline from peak | -8.16% | -6.59% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -6.60% | -13.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.38% | -0.36% |
Volatility
PIOTX vs. PEQIX - Volatility Comparison
Pioneer Core Equity Fund (PIOTX) and Pioneer Equity Income Fund (PEQIX) have volatilities of 3.09% and 3.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIOTX | PEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 3.18% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 8.58% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 16.82% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 15.29% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 17.17% | +0.79% |