Find A Portfolio/Ticker
Comparison Box
PIGFX: PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS A (MUTUAL FUND)
Basic Info 33.75 0.48(1.44%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (51%) |
Start Date: | 12/07/2005 |
Last Dividend Date: | 11/27/2023 |
12-Mo. Yield | 3.47% |
Expenses | 1.71% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 8.8 | 35.3 | 8.7 | 15.2 | 14.0 | 15.3 | 11.5 | 32.8 | -20.8 | 23.8 | 27.2 | 33.8 | -0.6 | 22.6 | 3.6 | 6.4 | 14.0 | 32.7 | 14.3 | 6.3 | 10.5 | 34.0 | -31.1 | 11.8 | 8.7 | -0.8 |
Sharpe Ratio | NA | 1.97 | 2.47 | 0.34 | 0.62 | 0.71 | NA | 0.56 | 2.11 | -0.83 | 1.61 | 0.8 | 2.39 | -0.11 | 3.17 | 0.28 | 0.42 | 1.19 | 3.05 | 1.15 | 0.29 | 0.65 | 1.56 | -0.92 | 0.65 | 0.49 | -1.7 |
Draw Down(%) | NA | 5.3 | 8.2 | 27.1 | 31.5 | 31.5 | NA | 43.5 | 8.2 | 26.8 | 5.9 | 31.5 | 6.3 | 18.3 | 2.1 | 8.3 | 11.0 | 6.5 | 6.0 | 8.8 | 15.4 | 14.8 | 17.7 | 42.1 | 6.8 | 11.2 | 1.9 |
Standard Deviation(%) | NA | 13.3 | 12.7 | 19.0 | 22.0 | 18.2 | NA | 18.6 | 13.7 | 26.7 | 14.8 | 33.5 | 13.5 | 18.0 | 7.0 | 12.1 | 15.2 | 11.8 | 10.7 | 12.5 | 21.8 | 16.0 | 21.7 | 34.8 | 13.5 | 11.1 | 8.3 |
Treynor Ratio | NA | 0.4 | 0.47 | 0.1 | 0.18 | 0.17 | NA | 0.13 | 0.42 | -0.32 | 0.42 | 0.3 | 0.54 | -0.02 | 0.29 | 0.04 | 0.07 | 0.17 | 0.38 | 0.18 | 0.08 | 0.13 | 0.4 | -0.35 | 0.11 | 0.07 | -0.16 |
Alpha | NA | 0.03 | 0.02 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.01 | 0.04 | 0.06 | -0.07 | 0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 |
Beta | NA | 0.65 | 0.67 | 0.67 | 0.75 | 0.76 | NA | 0.8 | 0.68 | 0.69 | 0.57 | 0.9 | 0.61 | 0.83 | 0.75 | 0.78 | 0.93 | 0.82 | 0.86 | 0.82 | 0.81 | 0.81 | 0.86 | 0.91 | 0.78 | 0.8 | 0.91 |
RSquared | NA | 0.86 | 0.87 | 0.86 | 0.87 | 0.86 | NA | 0.9 | 0.88 | 0.91 | 0.69 | 0.92 | 0.67 | 0.94 | 0.86 | 0.9 | 0.96 | 0.9 | 0.92 | 0.92 | 0.97 | 0.95 | 0.94 | 0.94 | 0.9 | 0.86 | 0.84 |
Yield(%) | N/A | 0.0 | 4.1 | 8.3 | 10.2 | 10.1 | 14.6 | N/A | 4.4 | 3.3 | 21.0 | 10.4 | 6.9 | 5.6 | 5.4 | 2.2 | 4.5 | 3.1 | 5.0 | 1.4 | 2.9 | 2.8 | 7.0 | 0.2 | 3.8 | 2.9 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | 53.1 | 212.7 | N/A | N/A | N/A | 0.0 | -83.5 | 126.5 | 93.8 | 14.1 | 21.9 | 150.0 | -49.4 | 59.6 | -23.5 | 325.0 | -51.5 | 10.0 | -50.0 | 2900.0 | -95.3 | 38.7 | 416.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2005
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 1.44% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 1.06% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.93% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 2.04% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 2.19% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 1.43% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.77% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.41% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 2.06% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 2.86% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.93% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 1.82% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.84% (99%)
- QQQQ (PowerShares QQQ) 1.54% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 2.11% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.35% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.85% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 1.87% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 1.36% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.38% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.62% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.86% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.48% (98%)
- GAM (General American Investors Closed Fund) 1.37% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.14% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.33% (97%)
- FXBY (Foxby Corp) 1.62% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.30% (22%)