New Zealand markets close in 6 hours 11 minutes

Pioneer Fundamental Growth Fund (PFGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.48+0.07 (+0.20%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.55%
5-year average return15.72%
Number of years up9
Number of years down2
Best 1-yr total return (30 Jun 2024)33.40%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return33.40%
Worst 3-yr total return7.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFGRXCategory
YTD10.51%12.38%
1-month3.38%5.09%
3-month1.81%10.28%
1-year30.39%41.70%
3-year9.39%22.56%
5-year16.26%21.98%
10-year13.33%15.99%
Last bull market26.65%25.99%
Last bear market-18.00%-17.29%

Annual total return (%) history

Year
PFGRXCategory
2024
N/AN/A
2023
32.28%N/A
2022
-21.08%N/A
2021
22.93%N/A
2020
26.60%35.86%
2019
33.40%31.90%
2018
-0.95%-2.09%
2017
22.29%27.67%
2016
3.31%3.23%
2015
6.01%3.60%
2014
13.60%10.00%
2013
32.50%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
20238.37%9.51%-0.91%12.49%
2022-8.24%-18.00%-2.64%7.72%
20212.34%9.44%-0.09%9.85%
2020-16.41%23.41%11.14%10.42%
201914.32%4.54%2.85%8.53%
20180.59%3.14%8.91%-12.34%
20178.07%4.64%3.68%4.30%
20160.21%-0.80%3.87%0.05%
20152.44%1.11%-4.51%7.17%
2014-0.72%5.82%1.89%6.13%
20138.86%1.75%7.38%11.40%
20125.42%-2.38%N/AN/A

Rank in category (by total return)

YTD64
1-month82
3-month62
1-year59
3-year25
5-year42

Load adjusted returns

1-year30.39%
3-year9.39%
5-year16.26%
10-year13.33%