PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX)

Basic Info 28.2 0.01(0.04%)
May 10

PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C started on 12/21/2005
PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C is classified as asset class LARGE GROWTH
PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C expense ratio is 1.71%
PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C rating is
(80%)

PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) Dividend Info

PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) dividend growth in the last 12 months is -0.48%

The trailing 12-month yield of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C is 4.78%. its dividend history:

DateDividend
11/27/2023 1.0579
11/21/2022 1.063
11/29/2021 6.413
11/24/2020 2.826
11/26/2019 1.447
11/29/2018 1.235
11/29/2017 1.008
11/29/2016 0.365
11/23/2015 0.78
11/24/2014 0.472
11/25/2013 0.622
12/21/2012 0.008
11/28/2012 0.105
11/28/2011 0.3
11/23/2010 0.283
04/30/2010 0.018
11/24/2009 0.58
11/24/2008 0.019
11/26/2007 0.43
11/27/2006 0.309

Dividend Growth History for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.0579 5.25% -0.48% -
2022 $1.063 3.94% -83.42% -0.48%
2021 $6.413 23.85% 126.93% -59.38%
2020 $2.826 11.63% 95.30% -27.93%
2019 $1.447 7.56% 17.17% -7.53%
2018 $1.235 5.95% 22.52% -3.05%
2017 $1.008 5.63% 176.16% 0.81%
2016 $0.365 2.10% -53.21% 16.42%
2015 $0.78 4.49% 65.25% 3.88%
2014 $0.472 3.02% -24.12% 9.38%
2013 $0.622 4.86% 450.44% 5.45%
2012 $0.113 1.01% -62.33% 22.55%
2011 $0.3 2.76% -0.33% 11.07%
2010 $0.301 2.94% -48.10% 10.15%
2009 $0.58 6.96% 2,952.63% 4.39%
2008 $0.019 0.16% -95.58% 30.73%
2007 $0.43 3.88% 39.16% 5.79%
2006 $0.309 2.89% - 7.51%

Dividend Growth Chart for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX)

PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) Historical Returns And Risk Info

From 12/21/2005 to 05/10/2024, the compound annualized total return (dividend reinvested) of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 10.762%. Its cumulative total return (dividend reinvested) is 552.976%.

From 12/21/2005 to 05/10/2024, the Maximum Drawdown of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 43.9%.

From 12/21/2005 to 05/10/2024, the Sharpe Ratio of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 0.52.

From 12/21/2005 to 05/10/2024, the Annualized Standard Deviation of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 18.6%.

From 12/21/2005 to 05/10/2024, the Beta of PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 0.8.

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(%) 1.7 10.4 32.3 9.3 15.3 13.3 14.3 10.8 31.8 -21.3 23.0 26.3 32.9 -1.2 21.8 2.9 5.7 13.1 31.8 13.5 5.4 9.9 32.8 -31.5 10.8 7.7 -0.8
Sharpe Ratio NA 2.11 2.25 0.37 0.62 0.67 NA 0.52 2.03 -0.85 1.56 0.78 2.32 -0.14 3.06 0.23 0.37 1.11 2.93 1.08 0.25 0.62 1.51 -0.93 0.58 0.4 -2.84
Draw Down(%) NA 5.4 8.3 27.4 31.5 31.5 NA 43.9 8.3 27.0 6.0 31.5 6.4 18.4 2.2 8.3 11.0 6.5 6.0 9.0 15.5 14.9 17.9 42.5 6.9 11.4 1.8
Standard Deviation(%) NA 13.2 12.7 19.0 22.0 18.2 NA 18.6 13.7 26.7 14.8 33.5 13.6 17.9 6.9 12.0 15.2 11.8 10.8 12.6 21.8 16.0 21.7 34.8 13.5 11.1 10.5
Treynor Ratio NA 0.43 0.43 0.1 0.18 0.16 NA 0.12 0.41 -0.33 0.4 0.29 0.52 -0.03 0.28 0.04 0.06 0.16 0.37 0.16 0.07 0.12 0.38 -0.36 0.1 0.06 -0.24
Alpha NA 0.03 0.02 0.02 0.01 0.01 NA 0.01 0.0 0.04 0.05 -0.07 0.02 -0.01 0.0 0.01 -0.01 0.01 0.01 -0.01 0.02 0.0 0.01 0.02 0.01 0.02 0.11
Beta NA 0.65 0.66 0.67 0.75 0.76 NA 0.8 0.68 0.69 0.57 0.9 0.61 0.83 0.75 0.77 0.92 0.82 0.86 0.83 0.81 0.81 0.86 0.91 0.78 0.79 1.23
RSquare NA 0.86 0.87 0.87 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 0.95
Yield(%) N/A 0.0 4.8 9.6 11.5 10.5 14.3 N/A 5.3 3.9 23.8 11.6 7.6 6.0 5.6 2.1 4.5 3.0 4.8 1.0 2.8 2.9 7.0 0.2 3.9 2.9 0.0
Dividend Growth(%) N/A -100.0 -0.5 54.9 231.8 N/A N/A N/A 0.0 -83.5 126.5 95.2 16.9 22.8 180.6 -53.8 66.0 -24.2 463.6 -63.3 0.0 -48.3 2800.0 -95.3 38.7 N/A N/A

Return Calculator for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX)

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PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) Historical Return Chart

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PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/21/2005 to 05/10/2024, the worst annualized return of 3-year rolling returns for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is -4.73%.
From 12/21/2005 to 05/10/2024, the worst annualized return of 5-year rolling returns for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 1.99%.
From 12/21/2005 to 05/10/2024, the worst annualized return of 10-year rolling returns for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is 8.52%.
From 12/21/2005 to 05/10/2024, the worst annualized return of 20-year rolling returns for PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS C (FUNCX) is NA.

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