PMYRX vs. PIOTX
Compare and contrast key facts about Pioneer Flexible Opportunities Fund (PMYRX) and Pioneer Core Equity Fund (PIOTX).
PMYRX is managed by Amundi. It was launched on May 2, 2010. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
PMYRX vs. PIOTX - Performance Comparison
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PMYRX vs. PIOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMYRX Pioneer Flexible Opportunities Fund | -3.02% | 18.78% | 23.47% | 11.75% | -18.74% | 11.25% | 6.86% | 17.06% | -10.58% | 23.68% |
PIOTX Pioneer Core Equity Fund | -0.70% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
In the year-to-date period, PMYRX achieves a -3.02% return, which is significantly lower than PIOTX's -0.70% return. Over the past 10 years, PMYRX has underperformed PIOTX with an annualized return of 7.40%, while PIOTX has yielded a comparatively higher 12.48% annualized return.
PMYRX
- 1D
- 0.08%
- 1M
- -5.21%
- YTD
- -3.02%
- 6M
- -1.60%
- 1Y
- 15.99%
- 3Y*
- 16.32%
- 5Y*
- 5.96%
- 10Y*
- 7.40%
PIOTX
- 1D
- 1.85%
- 1M
- -3.39%
- YTD
- -0.70%
- 6M
- 3.91%
- 1Y
- 20.09%
- 3Y*
- 14.36%
- 5Y*
- 8.65%
- 10Y*
- 12.48%
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PMYRX vs. PIOTX - Expense Ratio Comparison
PMYRX has a 0.90% expense ratio, which is higher than PIOTX's 0.88% expense ratio.
Return for Risk
PMYRX vs. PIOTX — Risk / Return Rank
PMYRX
PIOTX
PMYRX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Flexible Opportunities Fund (PMYRX) and Pioneer Core Equity Fund (PIOTX). 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.
| PMYRX | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.09 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.61 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.61 | -0.37 |
Martin ratioReturn relative to average drawdown | 5.96 | 6.80 | -0.84 |
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
| PMYRX | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.09 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.51 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.13 | +0.47 |
Correlation
The correlation between PMYRX and PIOTX is 0.77, 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
PMYRX vs. PIOTX - Dividend Comparison
PMYRX's dividend yield for the trailing twelve months is around 9.57%, more than PIOTX's 7.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYRX Pioneer Flexible Opportunities Fund | 9.57% | 9.83% | 22.31% | 1.03% | 4.02% | 2.12% | 1.32% | 2.50% | 12.83% | 8.93% | 1.50% | 7.13% |
PIOTX Pioneer Core Equity Fund | 7.59% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
PMYRX vs. PIOTX - Drawdown Comparison
The maximum PMYRX drawdown since its inception was -30.68%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for PMYRX and PIOTX.
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Drawdown Indicators
| PMYRX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.68% | -66.24% | +35.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -12.86% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.97% | -26.49% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -30.68% | -31.79% | +1.11% |
Current DrawdownCurrent decline from peak | -6.16% | -6.46% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -20.26% | +14.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.05% | -0.49% |
Volatility
PMYRX vs. PIOTX - Volatility Comparison
The current volatility for Pioneer Flexible Opportunities Fund (PMYRX) is 2.91%, while Pioneer Core Equity Fund (PIOTX) has a volatility of 3.74%. This indicates that PMYRX experiences smaller price fluctuations and is considered to be less risky than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMYRX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.74% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 9.41% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.03% | 18.72% | -5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.67% | 16.93% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 17.97% | -4.83% |