Nasdaq - Delayed Quote USD

Pioneer Mid Cap Value A (PCGRX)

23.80 -0.01 (-0.04%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.98%
5y Average Return 9.22%
Number of Years Up 26
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 32.94%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 32.94%
Worst 3Y Total Return 1.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCGRX
Category
YTD
7.14%
21.28%
1-Month
7.14%
-1.96%
3-Month
7.14%
4.90%
1-Year
18.87%
55.83%
3-Year
8.92%
11.08%
5-Year
10.82%
11.93%
10-Year
7.47%
10.64%
Last Bull Market
41.48%
25.54%
Last Bear Market
-14.42%
-22.08%

Annual Total Return (%) History

Year
PCGRX
Category
2024
--
--
2023
12.41%
--
2022
-6.00%
--
2021
29.46%
--
2020
1.81%
2.63%
2019
28.04%
25.18%
2018
-19.51%
-12.86%
2017
12.85%
13.22%

2016
16.10%
18.06%
2015
-6.42%
-5.41%
2014
14.74%
9.31%
2013
32.94%
35.14%
2012
10.83%
16.60%
2011
-6.04%
-3.96%
2010
17.75%
21.92%
2009
24.69%
35.41%
2008
-33.70%
-36.77%
2007
5.31%
0.83%
2006
12.33%
15.87%
2005
7.66%
8.82%
2004
21.67%
17.85%
2003
36.87%
33.85%
2002
-11.99%
-13.25%
2001
5.56%
6.67%
2000
17.64%
18.45%
1999
12.60%
8.50%
1998
-4.71%
1.94%
1997
17.45%
25.58%
1996
11.66%
21.11%
1995
30.73%
28.05%
1994
14.83%
-1.02%
1993
16.70%
15.40%
1992
29.01%
14.26%
1991
37.04%
27.57%
1990
--
-7.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.14% -- -- --
2023 1.31% 3.58% -3.24% 10.71%
2022 0.11% -14.42% -2.44% 12.45%
2021 13.40% 4.82% -0.83% 9.82%
2020 -29.25% 15.37% 6.82% 16.77%
2019 14.32% 4.45% 1.92% 5.21%
2018 -3.96% -0.99% 3.08% -17.88%
2017 3.71% -0.91% 3.89% 5.72%
2016 1.57% 2.78% 3.34% 7.62%
2015 1.71% -2.81% -8.43% 3.37%

2014 5.24% 5.57% -3.11% 6.58%
2013 11.06% 2.42% 8.01% 8.20%
2012 12.67% -7.00% 3.93% 1.77%
2011 6.11% -0.36% -20.46% 11.73%
2010 6.99% -10.68% 10.80% 11.21%
2009 -9.68% 14.83% 16.62% 3.09%
2008 -9.76% 2.64% -8.74% -21.57%
2007 4.44% 8.20% -1.36% -5.52%
2006 4.67% -3.44% 3.01% 7.90%
2005 1.53% 2.53% 1.65% 1.75%
2004 4.92% 3.66% 0.79% 10.98%
2003 -3.75% 17.27% 5.57% 14.87%
2002 6.09% -7.47% -17.07% 8.11%
2001 -0.60% 8.61% -13.03% 12.42%
2000 2.14% -0.37% 7.05% 7.98%
1999 2.21% 13.89% -11.07% 8.77%
1998 11.05% -2.27% -21.42% 11.74%
1997 2.31% 8.98% 11.57% -5.58%
1996 2.57% 7.25% -2.24% 3.83%
1995 7.90% 10.13% 9.09% 0.85%
1994 4.51% 0.85% 8.76% 0.17%
1993 7.09% 0.87% 4.37% 3.51%
1992 18.40% -8.03% -2.43% 21.43%
1991 22.87% 2.18% 6.23% 2.75%
1990 3.25% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 8
3-Month 60
1-Year 65
3-Year 35
5-Year 45

Load Adjusted Returns

1-Year 12.04%
3-Year 6.80%
5-Year 9.51%
10-Year 6.84%

Performance & Risk

YTD Return 2.98%
5y Average Return 9.22%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Amundi US
Net Assets 759.05M
YTD Return 7.14%
Yield 1.41%
Morningstar Rating
Inception Date Jan 31, 1996

Fund Summary

Normally, the fund invests at least 80% of its total assets in equity securities of mid-size companies. The Russell Midcap Value Index measures the performance of U.S. mid-cap value stocks. The size of the companies in the index changes constantly with market conditions and the composition of the index.

Related Tickers