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
PYCGX: PIONEER MID CAP VALUE FUND PIONEER MID CAP VALUE FUND: CLASS Y (MUTUAL FUND)
Basic Info 31.23 0.35(1.11%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/21/1998 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 6.88% |
| Expenses | 0.98% |
| 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 | 20 Yr | Since 03/27/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 12.8 | 28.9 | 16.1 | 4.7 | 7.5 | 7.8 | 6.9 | 7.5 | 11.0 | 10.7 | 12.7 | -13.9 | 14.7 | 2.1 | 28.3 | -19.3 | 13.1 | 16.4 | -6.2 | 15.2 | 33.5 | 11.2 | -5.7 | 18.2 | 25.4 | -33.4 | 5.7 | 12.9 | 7.9 | 22.4 | 37.6 | -11.5 | -0.9 | 7.5 | -1.3 | -1.2 |
| Sharpe Ratio | NA | 2.14 | 1.96 | 0.81 | 0.12 | 0.29 | NA | NA | 0.28 | 0.43 | 0.53 | 0.55 | -0.65 | 0.64 | 0.05 | 2.17 | -1.21 | 1.18 | 1.07 | -0.38 | 1.16 | 2.57 | 0.8 | -0.21 | 0.89 | 0.86 | -0.85 | 0.17 | 0.95 | 0.54 | 1.9 | 2.52 | -0.57 | -0.18 | 0.16 | -0.23 | -0.96 |
| Draw Down(%) | NA | 7.9 | 7.9 | 20.3 | 26.7 | 42.0 | NA | NA | 53.2 | 18.8 | 8.4 | 13.1 | 18.2 | 17.9 | 42.0 | 6.6 | 28.0 | 7.3 | 12.8 | 13.9 | 11.1 | 6.2 | 13.2 | 25.9 | 17.5 | 25.1 | 47.6 | 11.6 | 8.8 | 9.0 | 6.8 | 12.6 | 30.1 | 21.7 | 12.3 | 20.8 | 5.6 |
| Standard Deviation(%) | NA | 14.0 | 13.4 | 15.7 | 19.1 | 20.3 | NA | NA | 20.2 | 18.9 | 13.3 | 16.6 | 23.5 | 22.9 | 38.7 | 12.3 | 17.1 | 10.6 | 15.1 | 16.5 | 13.1 | 13.0 | 14.1 | 26.8 | 20.3 | 29.3 | 40.3 | 15.5 | 10.0 | 10.5 | 11.3 | 14.6 | 22.4 | 19.2 | 20.4 | 20.0 | 39.9 |
| Treynor Ratio | NA | 0.27 | 0.24 | 0.12 | 0.02 | 0.06 | NA | NA | 0.06 | 0.07 | 0.07 | 0.08 | -0.15 | 0.12 | 0.02 | 0.28 | -0.19 | 0.1 | 0.17 | -0.06 | 0.14 | 0.32 | 0.11 | -0.06 | 0.19 | 0.31 | -0.38 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | -0.07 | 0.0 | 0.0 | -0.03 | -0.02 | 0.01 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | 0.04 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.11 | 1.11 | 1.11 | 1.09 | 1.02 | NA | NA | 0.96 | 1.12 | 1.08 | 1.08 | 0.99 | 1.25 | 0.95 | 0.97 | 1.1 | 1.21 | 0.96 | 1.06 | 1.1 | 1.04 | 0.99 | 1.01 | 0.94 | 0.81 | 0.9 | 0.9 | 0.88 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.91 | 0.93 | 0.85 | 0.91 | NA | NA | 0.75 | 0.95 | 0.91 | 0.94 | 0.85 | 0.74 | 0.98 | 0.94 | 0.94 | 0.85 | 0.94 | 0.95 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.97 | 0.93 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.9 | 7.7 | 4.1 | 5.2 | 6.5 | 5.8 | N/A | 6.7 | 8.7 | 6.7 | 1.3 | 0.9 | 0.9 | 1.5 | 8.4 | 8.3 | 7.1 | 8.7 | 12.3 | 12.9 | 1.3 | 1.2 | 1.0 | 1.3 | 1.2 | 7.8 | 14.4 | 13.6 | 13.4 | 3.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -21.4 | 583.9 | -5.4 | -14.9 | N/A | N/A | N/A | -21.4 | 37.8 | 327.5 | 70.4 | 1.8 | -26.2 | -87.0 | 7.2 | 30.4 | -30.9 | -27.1 | 10.4 | 1022.9 | -4.3 | 47.9 | -4.6 | -28.6 | -85.0 | -47.5 | 2.4 | 8.6 | 421.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2001
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 MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) (99%)
- JMCVX (PERKINS MID CAP VALUE FUND CLASS T) (98%)
- MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) (97%)
- NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) (97%)
- VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) (96%)
- FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) (93%)
- GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) (93%)
- LMOPX (MILLER OPPORTUNITY TRUST CLASS C) (92%)
- NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) (92%)
- SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) (91%)
Best ETFs
- DVY (iShares Select Dividend ETF) (100%)
- MPIQMKTEcon (MPIQCompEcon) (100%)
- IWS (iShares Russell Mid-Cap Value ETF) (99%)
- IJJ (iShares S&P Mid-Cap 400 Value ETF) (98%)
- DON (WisdomTree U.S. MidCap Dividend Fund) (96%)
- FAB (First Trust Multi Cap Value AlphaDEX Fund) (95%)
- RPV (Invesco S&P 500 Pure Value ETF) (95%)
- RWK (Invesco S&P MidCap 400 Revenue ETF) (95%)
- VOE (Vanguard Mid-Cap Value ETF) (94%)
- PEY (Invesco High Yield Equity Dividend Achievers ETF) (94%)
Latest Articles Related to PYCGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
