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PFGKX: PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS K (MUTUAL FUND)
Basic Info 35.32 0.17(0.48%) May 24
Asset Class: | Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/24/2012 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.09% |
Expenses | 1.71% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 12.7 | 36.1 | 11.0 | 17.3 | 14.6 | 15.3 | 33.0 | -20.5 | 24.3 | 27.7 | 34.4 | -0.2 | 23.2 | 4.0 | 6.8 | 14.4 | 27.5 | -0.1 |
Sharpe Ratio | NA | 2.42 | 2.57 | 0.46 | 0.71 | 0.74 | 0.82 | 2.13 | -0.82 | 1.64 | 0.81 | 2.43 | -0.08 | 3.25 | 0.32 | 0.45 | 1.23 | 2.41 | -0.25 |
Draw Down(%) | NA | 5.3 | 8.1 | 27.0 | 31.4 | 31.4 | 31.4 | 8.1 | 26.6 | 5.9 | 31.4 | 6.4 | 18.2 | 2.1 | 8.2 | 11.0 | 6.5 | 5.9 | 1.7 |
Standard Deviation(%) | NA | 12.8 | 12.5 | 18.9 | 22.0 | 18.2 | 17.5 | 13.7 | 26.7 | 14.8 | 33.5 | 13.6 | 17.9 | 7.0 | 12.0 | 15.3 | 11.7 | 11.4 | 18.5 |
Treynor Ratio | NA | 0.3 | 0.32 | 0.08 | 0.16 | 0.14 | 0.14 | 0.29 | -0.2 | 0.23 | 0.29 | 0.31 | -0.01 | 0.25 | 0.04 | 0.07 | 0.15 | 0.29 | -0.05 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | 0.03 | 0.0 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.02 |
Beta | NA | 1.05 | 1.02 | 1.07 | 1.01 | 1.0 | 0.99 | 1.0 | 1.09 | 1.07 | 0.95 | 1.05 | 1.03 | 0.92 | 0.87 | 0.97 | 0.98 | 0.94 | 0.97 |
RSquared | NA | 0.86 | 0.88 | 0.95 | 0.96 | 0.95 | 0.94 | 0.92 | 0.97 | 0.91 | 0.97 | 0.93 | 0.96 | 0.77 | 0.89 | 0.96 | 0.91 | 0.84 | 0.99 |
Yield(%) | N/A | 0.0 | 4.1 | 8.5 | 10.8 | 10.2 | N/A | 4.5 | 3.3 | 21.1 | 10.7 | 7.4 | 6.2 | 5.9 | 2.6 | 4.9 | 3.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 3.3 | 46.8 | 189.0 | N/A | N/A | 3.3 | -83.5 | 122.1 | 85.4 | 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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