Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUNYX (PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS Y) | 9.52% | 11.28% | 16.25% | 6.61% | 9.85% | 12.51% | NA | 13.42% |
Data as of 07/22/2025, AR inception is 04/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUNYX (PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS Y) | 04/08/2009 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 11.28 | 16.25 | 6.61 | 9.85 | 12.51 | NA | 13.42 | 9.52 | 11.67 | 28.67 | -23.78 | 2.84 | 16.49 | 34.27 | -0.31 | 23.02 | 3.98 | 6.69 | 14.23 | 33.17 | 14.71 | 6.70 | 11.04 | 30.99 |
| Sharpe Ratio | NA | 0.39 | 0.77 | 0.23 | 0.42 | NA | NA | 0.67 | 0.54 | 0.36 | 1.74 | -0.93 | 0.13 | 0.48 | 2.43 | -0.09 | 3.24 | 0.31 | 0.44 | 1.21 | 3.09 | 1.18 | 0.31 | 0.69 | 2.87 |
| Standard Deviation(%) | NA | 21.93 | 18.93 | 21.00 | 20.01 | NA | NA | 18.20 | 26.45 | 14.19 | 14.15 | 27.08 | 22.47 | 34.00 | 13.51 | 17.94 | 6.94 | 12.00 | 15.30 | 11.73 | 10.73 | 12.49 | 21.79 | 15.92 | 15.47 |
| Draw Down(%) | NA | 19.92 | 19.92 | 39.05 | 39.05 | NA | NA | 39.05 | 19.10 | 9.95 | 8.15 | 26.68 | 21.96 | 31.44 | 6.36 | 18.23 | 2.11 | 8.23 | 10.97 | 6.51 | 5.93 | 8.87 | 15.28 | 14.75 | 5.00 |
| Yield(%) | 0.00 | 5.40 | 2.56 | 1.39 | 3.69 | 6.27 | 6.04 | 7.55 | 0.00 | 6.34 | 0.07 | 0.00 | 0.04 | 0.18 | 7.26 | 6.01 | 5.73 | 2.55 | 4.74 | 3.42 | 5.23 | 1.70 | 3.20 | 3.27 | 7.14 |
Data as of 07/22/2025, AR inception is 04/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNYX (PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS Y) |
-2.99%
Dec 2019 - Dec 2022 |
4.09%
Dec 2017 - Dec 2022 |
8.84%
Mar 2015 - Mar 2025 |
10.93%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNYX (PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS Y) |
21.85%
Sep 2011 - Sep 2014 |
18.56%
Oct 2016 - Oct 2021 |
17.21%
Aug 2010 - Aug 2020 |
12.90%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart