It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FUNYX: PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS Y (MUTUAL FUND)
Basic Info 34.82 0.93(2.60%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 04/08/2009 |
| Last Dividend Date: | 11/25/2025 |
| 12-Mo. Yield | 17.57% |
| Expenses | 1.71% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 2.3 | 13.5 | 17.0 | 5.8 | 11.1 | 11.9 | 13.1 | 14.4 | 17.8 | 33.1 | -23.8 | 2.8 | 16.5 | 34.3 | -0.3 | 23.0 | 4.0 | 6.7 | 14.2 | 33.2 | 14.7 | 6.7 | 11.0 | 31.0 |
| Sharpe Ratio | NA | 0.18 | 0.76 | 0.82 | 0.16 | 0.48 | NA | 0.67 | 0.54 | 1.05 | 2.18 | -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 |
| Draw Down(%) | NA | 14.2 | 14.3 | 19.9 | 39.0 | 39.0 | NA | 39.0 | 19.1 | 9.9 | 8.1 | 26.7 | 22.0 | 31.4 | 6.4 | 18.2 | 2.1 | 8.2 | 11.0 | 6.5 | 5.9 | 8.9 | 15.3 | 14.8 | 5.0 |
| Standard Deviation(%) | NA | 16.6 | 14.4 | 16.7 | 20.3 | 19.9 | NA | 18.0 | 21.3 | 13.4 | 13.7 | 27.1 | 22.5 | 34.0 | 13.5 | 17.9 | 6.9 | 12.0 | 15.3 | 11.7 | 10.7 | 12.5 | 21.8 | 15.9 | 15.5 |
| Treynor Ratio | NA | 0.04 | 0.14 | 0.19 | 0.05 | 0.13 | NA | 0.16 | 0.14 | 0.22 | 0.44 | -0.37 | 0.05 | 0.19 | 0.54 | -0.02 | 0.3 | 0.05 | 0.07 | 0.17 | 0.39 | 0.18 | 0.08 | 0.14 | 0.58 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.09 | 0.02 | -0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.01 | 0.02 |
| Beta | NA | 0.79 | 0.76 | 0.74 | 0.7 | 0.73 | NA | 0.76 | 0.8 | 0.66 | 0.68 | 0.69 | 0.52 | 0.84 | 0.61 | 0.83 | 0.75 | 0.77 | 0.93 | 0.82 | 0.86 | 0.82 | 0.81 | 0.81 | 0.76 |
| RSquared | NA | 0.83 | 0.82 | 0.86 | 0.74 | 0.76 | NA | 0.81 | 0.88 | 0.88 | 0.88 | 0.89 | 0.27 | 0.79 | 0.67 | 0.94 | 0.86 | 0.9 | 0.96 | 0.9 | 0.92 | 0.92 | 0.97 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 17.9 | 6.3 | 4.4 | 0.0 | 0.0 | 0.2 | 7.3 | 6.0 | 5.7 | 2.5 | 4.7 | 3.4 | 5.2 | 1.7 | 3.2 | 3.3 | 7.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 218.3 | 84.7 | N/A | -100.0 | -76.0 | -96.8 | 12.6 | 22.6 | 133.8 | -45.9 | 54.9 | -19.4 | 253.2 | -44.9 | 4.9 | -42.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2009
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to FUNYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
