PIOTX vs. YFSIX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and AMG Yacktman Global Fund (YFSIX).
PIOTX is managed by Amundi. It was launched on Nov 18, 1999. YFSIX is managed by AMG. It was launched on Jan 30, 2017.
Performance
PIOTX vs. YFSIX - Performance Comparison
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PIOTX vs. YFSIX - 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% | 21.78% |
YFSIX AMG Yacktman Global Fund | 8.16% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
Returns By Period
In the year-to-date period, PIOTX achieves a -2.50% return, which is significantly lower than YFSIX's 8.16% 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%
YFSIX
- 1D
- -1.07%
- 1M
- -10.67%
- YTD
- 8.16%
- 6M
- 0.34%
- 1Y
- 22.29%
- 3Y*
- 11.70%
- 5Y*
- 6.73%
- 10Y*
- —
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PIOTX vs. YFSIX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is lower than YFSIX's 0.95% expense ratio.
Return for Risk
PIOTX vs. YFSIX — Risk / Return Rank
PIOTX
YFSIX
PIOTX vs. YFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and AMG Yacktman Global Fund (YFSIX). 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 | YFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.99 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.16 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.36 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.22 | 4.42 | +0.81 |
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 | YFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.99 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.71 | -0.58 |
Correlation
The correlation between PIOTX and YFSIX is 0.72, 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. YFSIX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 7.73%, while YFSIX has not paid dividends to shareholders.
| 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% |
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
Drawdowns
PIOTX vs. YFSIX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -66.24%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PIOTX and YFSIX.
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Drawdown Indicators
| PIOTX | YFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.24% | -35.10% | -31.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -14.20% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -25.14% | -1.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | — | — |
Current DrawdownCurrent decline from peak | -8.16% | -11.03% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -4.93% | -15.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.38% | -1.36% |
Volatility
PIOTX vs. YFSIX - Volatility Comparison
The current volatility for Pioneer Core Equity Fund (PIOTX) is 3.09%, while AMG Yacktman Global Fund (YFSIX) has a volatility of 9.23%. This indicates that PIOTX experiences smaller price fluctuations and is considered to be less risky than YFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIOTX | YFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 9.23% | -6.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 19.89% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 21.29% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 15.11% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 16.20% | +1.76% |