PSRAX vs. PIGFX
Compare and contrast key facts about Pioneer Strategic Income Fund (PSRAX) and Pioneer Fundamental Growth Fund (PIGFX).
PSRAX is managed by Amundi. It was launched on Apr 14, 1999. PIGFX is managed by Amundi. It was launched on Aug 22, 2002.
Performance
PSRAX vs. PIGFX - Performance Comparison
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PSRAX vs. PIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSRAX Pioneer Strategic Income Fund | -0.91% | 10.29% | 2.79% | 7.08% | -13.38% | 1.91% | 7.40% | 10.19% | -1.90% | 5.21% |
PIGFX Pioneer Fundamental Growth Fund | -11.93% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
Returns By Period
In the year-to-date period, PSRAX achieves a -0.91% return, which is significantly higher than PIGFX's -11.93% return. Over the past 10 years, PSRAX has underperformed PIGFX with an annualized return of 3.18%, while PIGFX has yielded a comparatively higher 12.58% annualized return.
PSRAX
- 1D
- 0.31%
- 1M
- -2.90%
- YTD
- -0.91%
- 6M
- 0.38%
- 1Y
- 5.54%
- 3Y*
- 5.18%
- 5Y*
- 1.45%
- 10Y*
- 3.18%
PIGFX
- 1D
- 0.00%
- 1M
- -8.05%
- YTD
- -11.93%
- 6M
- -10.38%
- 1Y
- 6.17%
- 3Y*
- 13.09%
- 5Y*
- 8.48%
- 10Y*
- 12.58%
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PSRAX vs. PIGFX - Expense Ratio Comparison
PSRAX has a 1.01% expense ratio, which is higher than PIGFX's 1.00% expense ratio.
Return for Risk
PSRAX vs. PIGFX — Risk / Return Rank
PSRAX
PIGFX
PSRAX vs. PIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Strategic Income Fund (PSRAX) and Pioneer Fundamental Growth Fund (PIGFX). 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.
| PSRAX | PIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.31 | +1.11 |
Sortino ratioReturn per unit of downside risk | 1.97 | 0.58 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 0.26 | +1.71 |
Martin ratioReturn relative to average drawdown | 7.07 | 0.86 | +6.21 |
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
| PSRAX | PIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.31 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.46 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.67 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.50 | +0.83 |
Correlation
The correlation between PSRAX and PIGFX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PSRAX vs. PIGFX - Dividend Comparison
PSRAX's dividend yield for the trailing twelve months is around 4.50%, less than PIGFX's 21.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSRAX Pioneer Strategic Income Fund | 4.50% | 4.83% | 3.65% | 2.58% | 2.75% | 8.10% | 3.28% | 2.87% | 3.15% | 3.20% | 3.39% | 3.62% |
PIGFX Pioneer Fundamental Growth Fund | 21.78% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
Drawdowns
PSRAX vs. PIGFX - Drawdown Comparison
The maximum PSRAX drawdown since its inception was -18.59%, smaller than the maximum PIGFX drawdown of -44.04%. Use the drawdown chart below to compare losses from any high point for PSRAX and PIGFX.
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Drawdown Indicators
| PSRAX | PIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.59% | -44.04% | +25.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -14.55% | +11.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -27.12% | +8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -18.59% | -31.47% | +12.88% |
Current DrawdownCurrent decline from peak | -2.90% | -14.32% | +11.42% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -6.40% | +4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 4.47% | -3.55% |
Volatility
PSRAX vs. PIGFX - Volatility Comparison
The current volatility for Pioneer Strategic Income Fund (PSRAX) is 1.39%, while Pioneer Fundamental Growth Fund (PIGFX) has a volatility of 4.97%. This indicates that PSRAX experiences smaller price fluctuations and is considered to be less risky than PIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSRAX | PIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 4.97% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 2.28% | 10.71% | -8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 20.89% | -16.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.35% | 18.65% | -13.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 18.82% | -14.09% |