Find A Portfolio/Ticker
Comparison Box
PGRRX: PIONEER SELECT MID CAP GROWTH FUND PIONEER SELECT MID CAP GROWTH FUND - CLASS R (MUTUAL FUND)
Basic Info 38.83 0(0.0%) July 07
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 08/07/2009 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 13.08% |
| Expenses | 1.41% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/07/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -8.5 | 0.2 | 10.9 | 5.8 | 8.1 | 10.5 | 10.5 | 9.5 | 18.2 | -32.8 | -4.2 | 19.3 | 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 | -0.95 | -0.15 | 0.35 | 0.15 | 0.3 | NA | 0.44 | 0.13 | 0.8 | -1.07 | -0.17 | 0.47 | 1.98 | -0.37 | 2.91 | 0.18 | 0.06 | 0.55 | 2.96 | 0.34 | -0.09 | 0.91 | 1.42 |
| Draw Down(%) | NA | 19.8 | 19.8 | 19.8 | 39.9 | 39.9 | NA | 39.9 | 16.6 | 16.1 | 35.7 | 20.8 | 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 | 20.5 | 20.3 | 20.3 | 23.1 | 22.3 | NA | 21.6 | 22.0 | 17.5 | 32.2 | 24.5 | 40.6 | 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 | -0.51 | -0.05 | 0.08 | 0.04 | 0.07 | NA | 0.1 | 0.03 | 0.14 | -0.35 | -0.04 | 0.19 | 0.28 | -0.07 | 0.26 | 0.03 | 0.01 | 0.08 | 0.41 | 0.06 | -0.03 | 0.21 | 0.29 |
| Alpha | NA | -0.11 | -0.06 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.1 | -0.04 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 | 0.03 | -0.04 | 0.01 | -0.02 | -0.04 |
| Beta | NA | 0.38 | 0.6 | 0.84 | 0.95 | 0.99 | NA | 1.0 | 1.15 | 1.01 | 0.99 | 1.14 | 1.01 | 1.09 | 1.1 | 1.13 | 0.97 | 1.0 | 1.12 | 1.08 | 1.04 | 1.06 | 0.92 | 1.05 |
| RSquared | NA | 0.25 | 0.43 | 0.73 | 0.82 | 0.88 | NA | 0.9 | 0.65 | 0.94 | 0.98 | 0.74 | 0.81 | 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 | 13.0 | 6.2 | 9.0 | 8.7 | 12.2 | N/A | 15.0 | 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 | -100.0 | N/A | -55.0 | 49.8 | N/A | N/A | N/A | N/A | -100.0 | -89.1 | -19.2 | 1113.8 | -88.8 | 57.8 | 488.0 | -80.6 | -45.4 | 220.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.28% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.88% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.33% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 0.17% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 0.75% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.13% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 0.89% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 0.81% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 0.67% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to PGRRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
