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PGRRX: PIONEER SELECT MID CAP GROWTH FUND PIONEER SELECT MID CAP GROWTH FUND - CLASS R (MUTUAL FUND)
Basic Info 42.34 0.19(0.45%) May 13
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (45%) |
Start Date: | 08/07/2009 |
Last Dividend Date: | 11/22/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.41% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/07/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 9.2 | 23.2 | -1.9 | 7.3 | 9.2 | 11.1 | 18.2 | -31.5 | 7.6 | 38.2 | 32.2 | -6.1 | 29.4 | 3.1 | 1.0 | 8.6 | 44.0 | 6.2 | -2.8 | 19.3 | 11.1 |
Sharpe Ratio | NA | 1.39 | 1.15 | -0.17 | 0.22 | 0.38 | 0.48 | 0.8 | -1.02 | 0.34 | 1.0 | 1.98 | -0.36 | 2.91 | 0.18 | 0.06 | 0.55 | 2.96 | 0.34 | -0.09 | 0.91 | 1.42 |
Draw Down(%) | NA | 9.1 | 16.1 | 39.9 | 39.9 | 39.9 | 39.9 | 16.1 | 35.7 | 14.1 | 37.5 | 9.2 | 25.1 | 3.1 | 16.4 | 12.6 | 13.1 | 6.2 | 14.5 | 28.0 | 18.4 | 10.8 |
Standard Deviation(%) | NA | 18.4 | 17.1 | 23.7 | 26.6 | 21.9 | 21.8 | 17.5 | 32.2 | 22.0 | 37.8 | 15.6 | 20.4 | 9.9 | 15.9 | 16.1 | 15.8 | 14.9 | 17.9 | 30.8 | 21.2 | 21.1 |
Treynor Ratio | NA | 0.22 | 0.18 | -0.04 | 0.06 | 0.08 | 0.1 | 0.14 | -0.33 | 0.06 | 0.37 | 0.28 | -0.07 | 0.26 | 0.03 | 0.01 | 0.08 | 0.41 | 0.06 | -0.03 | 0.21 | 0.29 |
Alpha | NA | 0.04 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.06 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 | 0.03 | -0.04 | 0.01 | -0.02 | -0.04 |
Beta | NA | 1.14 | 1.08 | 1.02 | 1.03 | 1.04 | 1.03 | 1.01 | 0.99 | 1.18 | 1.02 | 1.09 | 1.1 | 1.13 | 0.97 | 1.0 | 1.12 | 1.08 | 1.04 | 1.06 | 0.92 | 1.05 |
RSquared | NA | 0.8 | 0.87 | 0.96 | 0.94 | 0.94 | 0.94 | 0.94 | 0.99 | 0.96 | 0.92 | 0.95 | 0.96 | 0.88 | 0.94 | 0.96 | 0.95 | 0.93 | 0.89 | 0.96 | 0.91 | 0.93 |
Yield(%) | N/A | 0.0 | 0.0 | 4.5 | 7.6 | 8.6 | N/A | 0.0 | 1.4 | 12.0 | 17.3 | 1.9 | 13.5 | 10.2 | 1.8 | 8.5 | 14.7 | 6.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -50.7 | -19.0 | N/A | N/A | -100.0 | -89.1 | -19.2 | 1108.1 | -88.7 | 57.9 | 491.5 | -80.8 | -45.4 | 219.3 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2009
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