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PFGKX: PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS K (MUTUAL FUND)
Basic Info 34.43 0.92(2.60%) June 05
| Asset Class: | Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/24/2012 |
| Last Dividend Date: | 11/25/2025 |
| 12-Mo. Yield | 17.75% |
| Expenses | 1.71% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 2.3 | 13.7 | 17.1 | 5.9 | 11.2 | 12.1 | 14.6 | 17.9 | 33.2 | -23.7 | 2.7 | 16.5 | 34.4 | -0.2 | 23.2 | 4.0 | 6.8 | 14.4 | 27.5 | -0.1 |
| Sharpe Ratio | NA | 0.66 | 1.13 | 0.96 | 0.19 | 0.5 | 0.59 | 0.59 | 1.06 | 2.18 | -0.93 | 0.12 | 0.48 | 2.43 | -0.09 | 3.24 | 0.32 | 0.45 | 1.23 | 2.41 | -0.26 |
| Draw Down(%) | NA | 14.2 | 14.2 | 19.9 | 39.1 | 39.1 | 39.1 | 19.1 | 10.0 | 8.1 | 26.6 | 22.1 | 31.4 | 6.4 | 18.2 | 2.1 | 8.2 | 11.0 | 6.5 | 5.9 | 1.7 |
| Standard Deviation(%) | NA | 16.4 | 14.1 | 16.1 | 20.1 | 19.7 | 18.3 | 20.0 | 13.5 | 13.7 | 27.1 | 22.6 | 34.1 | 13.6 | 17.9 | 7.0 | 12.0 | 15.3 | 11.7 | 11.4 | 18.5 |
| Treynor Ratio | NA | 0.1 | 0.15 | 0.15 | 0.04 | 0.1 | 0.11 | 0.11 | 0.14 | 0.3 | -0.23 | 0.03 | 0.18 | 0.31 | -0.02 | 0.25 | 0.04 | 0.07 | 0.15 | 0.29 | -0.05 |
| Alpha | NA | -0.06 | -0.04 | -0.02 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | 0.02 | -0.02 | -0.08 | 0.0 | 0.0 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 1.1 | 1.07 | 1.04 | 1.04 | 0.98 | 0.98 | 1.04 | 1.02 | 1.0 | 1.09 | 0.96 | 0.89 | 1.05 | 1.03 | 0.92 | 0.87 | 0.97 | 0.98 | 0.94 | 0.97 |
| RSquared | NA | 0.83 | 0.82 | 0.91 | 0.79 | 0.82 | 0.83 | 0.93 | 0.92 | 0.92 | 0.95 | 0.34 | 0.83 | 0.93 | 0.96 | 0.77 | 0.89 | 0.96 | 0.91 | 0.84 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 18.1 | 6.4 | 4.5 | 0.0 | 0.1 | 0.3 | 7.4 | 6.2 | 5.9 | 2.6 | 4.9 | 3.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 218.3 | 80.6 | N/A | -100.0 | -44.4 | -94.8 | 12.1 | 22.1 | 132.3 | -45.5 | 53.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2012
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