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PGRRX: PIONEER SELECT MID CAP GROWTH FUND PIONEER SELECT MID CAP GROWTH FUND - CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 08/07/2009 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 12.62% |
| Expenses | 1.41% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 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(%) | 0.0 | -3.3 | 11.0 | 4.3 | 8.5 | 10.2 | 10.3 | -8.5 | 23.3 | 18.2 | -31.5 | 7.6 | 38.2 | 32.2 | -6.1 | 29.4 | 3.1 | 1.0 | 8.6 | 44.0 | 6.2 | -2.8 | 19.3 | 11.1 |
| Sharpe Ratio | NA | -0.37 | 0.4 | 0.09 | 0.32 | NA | 0.44 | -0.86 | 1.07 | 0.83 | -1.03 | 0.34 | 1.0 | 1.97 | -0.37 | 2.91 | 0.18 | 0.06 | 0.55 | 2.96 | 0.34 | -0.09 | 0.91 | 1.42 |
| Draw Down(%) | NA | 19.8 | 19.8 | 39.9 | 39.9 | NA | 39.9 | 19.8 | 12.3 | 16.1 | 35.7 | 14.1 | 37.5 | 9.2 | 25.1 | 3.1 | 16.4 | 12.6 | 13.1 | 6.2 | 14.5 | 28.0 | 18.4 | 10.8 |
| Standard Deviation(%) | NA | 17.4 | 19.0 | 22.3 | 22.1 | NA | 21.5 | 17.0 | 18.4 | 17.5 | 32.2 | 22.0 | 37.7 | 15.6 | 20.4 | 9.9 | 15.9 | 16.1 | 15.8 | 14.9 | 17.9 | 30.8 | 21.2 | 21.1 |
| Treynor Ratio | NA | -0.14 | 0.09 | 0.02 | 0.07 | NA | 0.09 | -0.42 | 0.17 | 0.15 | -0.33 | 0.06 | 0.37 | 0.28 | -0.07 | 0.26 | 0.03 | 0.01 | 0.08 | 0.41 | 0.06 | -0.03 | 0.21 | 0.29 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.08 | 0.02 | -0.02 | -0.02 | -0.06 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 | 0.03 | -0.04 | 0.01 | -0.02 | -0.04 |
| Beta | NA | 0.46 | 0.8 | 0.94 | 0.98 | NA | 1.0 | 0.35 | 1.15 | 1.01 | 0.99 | 1.18 | 1.01 | 1.09 | 1.1 | 1.13 | 0.97 | 1.0 | 1.12 | 1.08 | 1.04 | 1.06 | 0.92 | 1.05 |
| RSquared | NA | 0.32 | 0.68 | 0.83 | 0.88 | NA | 0.89 | 0.23 | 0.89 | 0.94 | 0.99 | 0.96 | 0.92 | 0.95 | 0.96 | 0.88 | 0.94 | 0.96 | 0.95 | 0.93 | 0.89 | 0.96 | 0.91 | 0.93 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 15.0 | 0.0 | 1.4 | 12.0 | 17.3 | 1.9 | 13.5 | 10.2 | 1.8 | 8.5 | 14.7 | 6.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -89.1 | -19.2 | 1113.8 | -88.8 | 57.8 | 488.0 | -80.6 | -45.4 | 220.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2009
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See Mid-Cap Growth Asset Class Trend Rankings |
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