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PFGKX: PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS K (MUTUAL FUND)
Basic Info 38.09 0(0.0%) July 10
Asset Class: | Large Growth |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 12/24/2012 |
Last Dividend Date: | 11/26/2024 |
12-Mo. Yield | 5.41% |
Expenses | 1.71% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 8.8 | 8.9 | 17.6 | 7.2 | 10.2 | 11.8 | 11.7 | 28.7 | -23.7 | 2.7 | 16.5 | 34.4 | -0.2 | 23.2 | 4.0 | 6.8 | 14.4 | 27.5 | -0.1 |
Sharpe Ratio | NA | 0.62 | 0.32 | 0.81 | 0.27 | 0.44 | 0.58 | 0.36 | 1.74 | -0.93 | 0.12 | 0.48 | 2.43 | -0.08 | 3.25 | 0.32 | 0.45 | 1.23 | 2.41 | -0.25 |
Draw Down(%) | NA | 19.1 | 19.9 | 19.9 | 39.1 | 39.1 | 39.1 | 10.0 | 8.1 | 26.6 | 22.1 | 31.4 | 6.4 | 18.2 | 2.1 | 8.2 | 11.0 | 6.5 | 5.9 | 1.7 |
Standard Deviation(%) | NA | 25.4 | 20.8 | 18.6 | 20.8 | 19.9 | 18.6 | 14.2 | 14.2 | 27.1 | 22.6 | 34.1 | 13.6 | 17.9 | 7.0 | 12.0 | 15.3 | 11.7 | 11.4 | 18.5 |
Treynor Ratio | NA | 0.15 | 0.06 | 0.15 | 0.05 | 0.09 | 0.11 | 0.05 | 0.25 | -0.23 | 0.03 | 0.18 | 0.31 | -0.01 | 0.25 | 0.04 | 0.07 | 0.15 | 0.29 | -0.05 |
Alpha | NA | 0.01 | -0.02 | -0.01 | -0.03 | -0.01 | -0.01 | -0.04 | 0.01 | -0.02 | -0.08 | 0.0 | 0.0 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.02 |
Beta | NA | 1.03 | 1.03 | 1.04 | 1.03 | 0.97 | 0.97 | 1.01 | 1.0 | 1.09 | 0.96 | 0.89 | 1.05 | 1.03 | 0.92 | 0.87 | 0.97 | 0.98 | 0.94 | 0.97 |
RSquared | NA | 0.96 | 0.95 | 0.92 | 0.76 | 0.83 | 0.83 | 0.8 | 0.87 | 0.95 | 0.34 | 0.83 | 0.93 | 0.96 | 0.77 | 0.89 | 0.96 | 0.91 | 0.84 | 0.99 |
Yield(%) | N/A | 0.0 | 5.3 | 2.7 | 1.5 | 3.9 | N/A | 6.4 | 0.2 | 0.0 | 0.1 | 0.3 | 7.4 | 6.2 | 5.9 | 2.6 | 4.9 | 3.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 4741.5 | 19.6 | -60.9 | N/A | N/A | 4741.5 | N/A | -100.0 | -44.4 | -94.8 | 12.1 | 22.1 | 132.3 | -45.5 | 53.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2012
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