PIOTX vs. SSSYX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and State Street Equity 500 Index Fund Class K (SSSYX).
PIOTX is managed by Amundi. It was launched on Nov 18, 1999. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
PIOTX vs. SSSYX - Performance Comparison
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PIOTX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, PIOTX achieves a -2.50% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, PIOTX has underperformed SSSYX with an annualized return of 12.27%, while SSSYX has yielded a comparatively higher 13.69% 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%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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PIOTX vs. SSSYX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
PIOTX vs. SSSYX — Risk / Return Rank
PIOTX
SSSYX
PIOTX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.84 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.30 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.06 | +0.17 |
Martin ratioReturn relative to average drawdown | 5.22 | 5.13 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIOTX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.84 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.11 | +0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.11 | +0.02 |
Correlation
The correlation between PIOTX and SSSYX is 0.95, 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. SSSYX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 7.73%, more than SSSYX's 1.55% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
PIOTX vs. SSSYX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -66.24%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for PIOTX and SSSYX.
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Drawdown Indicators
| PIOTX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.24% | -91.48% | +25.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -12.10% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -24.49% | -2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -91.48% | +59.69% |
Current DrawdownCurrent decline from peak | -8.16% | -8.88% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -4.20% | -16.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.49% | +0.53% |
Volatility
PIOTX vs. SSSYX - Volatility Comparison
The current volatility for Pioneer Core Equity Fund (PIOTX) is 3.09%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that PIOTX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIOTX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 4.24% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 9.08% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 18.10% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 16.85% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 124.43% | -106.47% |