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PCMRX: PIONEER MID CAP VALUE FUND PIONEER MID CAP VALUE FUND: CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 12/19/2003 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 9.10% |
| Expenses | 0.89% |
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Performance Analytics (As of 05/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/20/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.8 | -3.5 | -0.4 | 5.5 | 2.2 | 6.4 | 4.9 | 4.8 | 1.1 | 5.8 | -15.5 | 12.1 | 1.5 | 27.5 | -19.8 | 12.3 | 15.7 | -6.8 | 14.3 | 32.4 | 10.5 | -6.3 | 17.4 | 24.4 | -33.8 | 5.0 | 12.1 | 7.2 | 7.2 | 1.9 |
| Sharpe Ratio | NA | -0.44 | -0.64 | -0.26 | 0.14 | 0.03 | NA | NA | 0.16 | -0.35 | 0.09 | -0.71 | 0.5 | 0.03 | 2.12 | -1.24 | 1.11 | 1.03 | -0.42 | 1.09 | 2.49 | 0.74 | -0.24 | 0.85 | 0.83 | -0.86 | 0.13 | 0.89 | 0.48 | 0.37 | 15.36 |
| Draw Down(%) | NA | 8.6 | 17.7 | 17.7 | 29.6 | 42.8 | NA | NA | 53.7 | 14.9 | 13.4 | 18.6 | 19.3 | 42.1 | 6.7 | 28.4 | 7.4 | 12.9 | 14.3 | 11.2 | 6.3 | 13.3 | 26.1 | 17.6 | 25.2 | 47.9 | 12.0 | 8.9 | 9.1 | 11.5 | 0.0 |
| Standard Deviation(%) | NA | 11.2 | 15.2 | 18.3 | 20.3 | 20.6 | NA | NA | 20.7 | 15.5 | 17.8 | 24.0 | 24.0 | 38.8 | 12.3 | 17.1 | 10.6 | 15.1 | 16.5 | 13.1 | 13.0 | 14.2 | 26.8 | 20.3 | 29.4 | 40.2 | 15.5 | 10.0 | 10.5 | 16.7 | 6.1 |
| Treynor Ratio | NA | -0.22 | -0.19 | -0.06 | 0.03 | 0.01 | NA | NA | 0.04 | -0.05 | 0.01 | -0.17 | 0.1 | 0.01 | 0.27 | -0.19 | 0.1 | 0.16 | -0.06 | 0.13 | 0.31 | 0.11 | -0.06 | 0.18 | 0.3 | -0.38 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.03 | -0.03 | -0.03 | -0.02 | NA | NA | -0.01 | -0.05 | -0.01 | -0.03 | -0.08 | 0.0 | 0.0 | -0.03 | -0.03 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | 0.03 | 0.0 | NA | NA | NA |
| Beta | NA | 0.22 | 0.51 | 0.86 | 0.94 | 0.97 | NA | NA | 0.94 | 1.08 | 1.09 | 0.99 | 1.27 | 0.95 | 0.97 | 1.1 | 1.2 | 0.96 | 1.06 | 1.1 | 1.04 | 0.99 | 1.01 | 0.94 | 0.81 | 0.9 | 0.9 | 0.87 | NA | NA | NA |
| RSquared | NA | 0.2 | 0.32 | 0.64 | 0.71 | 0.84 | NA | NA | 0.86 | 0.69 | 0.84 | 0.81 | 0.71 | 0.98 | 0.94 | 0.94 | 0.85 | 0.94 | 0.95 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.97 | 0.93 | 0.17 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.1 | 3.7 | 3.1 | 4.1 | 6.5 | 5.1 | N/A | 9.4 | 1.3 | 0.9 | 0.1 | 0.4 | 0.9 | 8.6 | 8.4 | 7.0 | 8.8 | 12.4 | 12.8 | 0.3 | 0.6 | 0.2 | 0.7 | 0.7 | 7.6 | 14.5 | 13.7 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 647.3 | 814.6 | -65.9 | -26.7 | N/A | N/A | N/A | 647.3 | 19.9 | 661.3 | -68.7 | -37.3 | -92.7 | 7.0 | 34.0 | -33.2 | -27.3 | 10.8 | 4085.1 | -43.2 | 162.2 | -54.5 | -34.4 | -91.1 | -49.6 | 1.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2004
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