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

Correlation

The correlation between TRGOX and PIOTX is 0.81, 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.


-0.50.00.51.00.8

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.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
5.20%
6.25%
TRGOX
PIOTX

Key characteristics

Sharpe Ratio

TRGOX:

1.11

PIOTX:

0.98

Sortino Ratio

TRGOX:

1.55

PIOTX:

1.33

Omega Ratio

TRGOX:

1.21

PIOTX:

1.18

Calmar Ratio

TRGOX:

1.48

PIOTX:

0.55

Martin Ratio

TRGOX:

4.86

PIOTX:

4.35

Ulcer Index

TRGOX:

3.80%

PIOTX:

2.82%

Daily Std Dev

TRGOX:

16.74%

PIOTX:

12.56%

Max Drawdown

TRGOX:

-44.00%

PIOTX:

-71.56%

Current Drawdown

TRGOX:

-4.97%

PIOTX:

-11.91%

Returns By Period

In the year-to-date period, TRGOX achieves a 4.02% return, which is significantly lower than PIOTX's 6.10% return.


TRGOX

YTD

4.02%

1M

3.01%

6M

5.58%

1Y

19.29%

5Y*

N/A

10Y*

N/A

PIOTX

YTD

6.10%

1M

3.25%

6M

7.01%

1Y

12.31%

5Y*

3.24%

10Y*

3.97%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TRGOX vs. PIOTX - Expense Ratio Comparison

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


PIOTX
Pioneer Core Equity Fund
Expense ratio chart for PIOTX: current value at 0.88% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.88%
Expense ratio chart for TRGOX: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%

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 5858
Overall Rank
The Sharpe Ratio Rank of TRGOX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of TRGOX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of TRGOX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of TRGOX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of TRGOX is 6060
Martin Ratio Rank

PIOTX
The Risk-Adjusted Performance Rank of PIOTX is 4545
Overall Rank
The Sharpe Ratio Rank of PIOTX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of PIOTX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of PIOTX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of PIOTX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of PIOTX is 5656
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.


Sharpe ratio
The chart of Sharpe ratio for TRGOX, currently valued at 1.11, compared to the broader market-1.000.001.002.003.004.001.110.98
The chart of Sortino ratio for TRGOX, currently valued at 1.55, compared to the broader market0.002.004.006.008.0010.0012.001.551.33
The chart of Omega ratio for TRGOX, currently valued at 1.21, compared to the broader market1.002.003.004.001.211.18
The chart of Calmar ratio for TRGOX, currently valued at 1.48, compared to the broader market0.005.0010.0015.0020.001.480.55
The chart of Martin ratio for TRGOX, currently valued at 4.86, compared to the broader market0.0020.0040.0060.0080.004.864.35
TRGOX
PIOTX

The current TRGOX Sharpe Ratio is 1.11, which is comparable to the PIOTX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of TRGOX and PIOTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.11
0.98
TRGOX
PIOTX

Dividends

TRGOX vs. PIOTX - Dividend Comparison

TRGOX has not paid dividends to shareholders, while PIOTX's dividend yield for the trailing twelve months is around 0.91%.


TTM20242023202220212020201920182017201620152014
TRGOX
T. Rowe Price Large-Cap Growth Fund Investor Class
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PIOTX
Pioneer Core Equity Fund
0.91%0.96%1.04%0.91%0.49%0.65%0.74%0.89%0.79%1.13%0.74%0.94%

Drawdowns

TRGOX vs. PIOTX - Drawdown Comparison

The maximum TRGOX drawdown since its inception was -44.00%, smaller than the maximum PIOTX drawdown of -71.56%. Use the drawdown chart below to compare losses from any high point for TRGOX and PIOTX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.97%
-11.91%
TRGOX
PIOTX

Volatility

TRGOX vs. PIOTX - Volatility Comparison

T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a higher volatility of 4.19% compared to Pioneer Core Equity Fund (PIOTX) at 2.81%. This indicates that TRGOX's price experiences larger fluctuations and is considered to be riskier than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.19%
2.81%
TRGOX
PIOTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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