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

Correlation

The correlation between TRGOX and PIOTX 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.


Performance

TRGOX vs. PIOTX - Performance Comparison

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

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Key characteristics

Daily Std Dev

TRGOX:

23.61%

PIOTX:

44.62%

Max Drawdown

TRGOX:

-44.00%

PIOTX:

-12.86%

Current Drawdown

TRGOX:

-12.49%

PIOTX:

-0.59%

Returns By Period


TRGOX

YTD

-4.22%

1M

8.78%

6M

-9.22%

1Y

5.95%

5Y*

11.64%

10Y*

N/A

PIOTX

YTD

N/A

1M

8.76%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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TRGOX vs. PIOTX - Expense Ratio Comparison

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


Risk-Adjusted Performance

TRGOX vs. PIOTX — Risk-Adjusted Performance Rank

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

TRGOX
The Risk-Adjusted Performance Rank of TRGOX is 4141
Overall Rank
The Sharpe Ratio Rank of TRGOX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of TRGOX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of TRGOX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of TRGOX is 4444
Calmar Ratio Rank
The Martin Ratio Rank of TRGOX is 3838
Martin Ratio Rank

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
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.

TRGOX vs. PIOTX - Risk-Adjusted Performance Comparison

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



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Dividends

TRGOX vs. PIOTX - Dividend Comparison

Neither TRGOX nor PIOTX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

TRGOX vs. PIOTX - Drawdown Comparison

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


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Volatility

TRGOX vs. PIOTX - Volatility Comparison


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