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Pioneer Global Sustainable Equity Fund - Class A: (MF: GLOSX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$19.69 USD
+0.27 (1.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.44 | 42 |
| 3 months | -1.28 | 77 |
| 6 months | 9.44 | 42 |
| 1 Year | 16.39 | 43 |
| 3 Year | 6.90 | 11 |
| 5 Year | 13.15 | 7 |
| 10 Year | 8.61 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.55 |
| Bull Market (2/09 - 3/21) | 451.93 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 10.06 |
| 5 Year | 11.88 |
| 10 Year | 8.01 |
| Since Inception | 7.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.86 | -1.28 | NA | NA |
| 2023 | 5.09 | 4.41 | -1.72 | 8.21 |
| 2022 | -2.67 | -12.91 | -6.95 | 14.32 |
| 2021 | 9.68 | 6.31 | -0.19 | 6.28 |
| 2020 | -21.30 | 17.20 | 8.83 | 17.32 |
| 2019 | 10.60 | 0.87 | 0.43 | 10.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.44 | 16.70 | -9.84 | 23.70 | 17.79 | 23.30 | -16.28 | 28.45 | 3.85 | -2.93 | 9.60 |
| % Total Return Rel to Index | -2.60 | -7.71 | 9.25 | 5.53 | 3.71 | -1.90 | -5.86 | 8.33 | -1.47 | -0.17 | 6.68 |
| % Total Return Rel to Peer | 1.44 | -1.94 | 9.72 | 7.49 | 1.12 | -1.44 | -6.25 | 6.22 | -1.72 | -0.66 | 7.72 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 3.00 | 4.00 | 5.00 | 2.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.25 | 0.21 | 0.34 | 0.15 | 0.14 | 0.08 | 0.20 | 0.16 | 0.07 | 0.38 |
| % Yield | 0.00 | 1.35 | 1.29 | 1.54 | 0.82 | 0.87 | 0.58 | 1.14 | 1.17 | 0.56 | 2.63 |
| Capital Gains ($) | 0.00 | 0.02 | 0.70 | 3.42 | 0.00 | 0.00 | 1.22 | 0.84 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.09 | 1.09 | 1.10 | 1.15 | 1.15 | 1.16 | 1.24 | 1.27 | 1.30 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%