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PIOTX vs. TRGOX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PIOTX and TRGOX is 0.97, 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.


Performance

PIOTX vs. TRGOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Core Equity Fund (PIOTX) and T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24Sat 26Mon 28Wed 30Fri 02May 04Tue 06
-1.47%
2.04%
PIOTX
TRGOX

Key characteristics

Daily Std Dev

PIOTX:

47.16%

TRGOX:

23.64%

Max Drawdown

PIOTX:

-12.86%

TRGOX:

-44.00%

Current Drawdown

PIOTX:

-2.11%

TRGOX:

-13.56%

Returns By Period


PIOTX

YTD

N/A

1M

10.14%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TRGOX

YTD

-5.39%

1M

13.77%

6M

-7.02%

1Y

5.05%

5Y*

11.84%

10Y*

N/A

*Annualized

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PIOTX vs. TRGOX - Expense Ratio Comparison

PIOTX has a 0.88% expense ratio, which is higher than TRGOX's 0.70% expense ratio.


Risk-Adjusted Performance

PIOTX vs. TRGOX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIOTX
The Risk-Adjusted Performance Rank of PIOTX is 2121
Overall Rank
The Sharpe Ratio Rank of PIOTX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of PIOTX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PIOTX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of PIOTX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of PIOTX is 1919
Martin Ratio Rank

TRGOX
The Risk-Adjusted Performance Rank of TRGOX is 3838
Overall Rank
The Sharpe Ratio Rank of TRGOX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of TRGOX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of TRGOX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of TRGOX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of TRGOX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PIOTX vs. TRGOX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX). 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.



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Dividends

PIOTX vs. TRGOX - Dividend Comparison

Neither PIOTX nor TRGOX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

PIOTX vs. TRGOX - Drawdown Comparison

The maximum PIOTX drawdown since its inception was -12.86%, smaller than the maximum TRGOX drawdown of -44.00%. Use the drawdown chart below to compare losses from any high point for PIOTX and TRGOX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24Sat 26Mon 28Wed 30Fri 02May 04Tue 06
-2.11%
-1.30%
PIOTX
TRGOX

Volatility

PIOTX vs. TRGOX - Volatility Comparison

The current volatility for Pioneer Core Equity Fund (PIOTX) is 11.49%, while T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a volatility of 13.38%. This indicates that PIOTX experiences smaller price fluctuations and is considered to be less risky than TRGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


11.00%12.00%13.00%14.00%15.00%16.00%12 PMFri 0212 PMSat 0312 PMMay 0412 PMMon 0512 PMTue 06
11.49%
13.38%
PIOTX
TRGOX