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Pioneer Global Sustainable Equity Fund - Class Y: (MF: PGSYX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$19.17 USD
-0.50 (-2.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.67 | 40 |
| 3 months | -1.12 | 76 |
| 6 months | 9.67 | 40 |
| 1 Year | 16.88 | 41 |
| 3 Year | 7.33 | 9 |
| 5 Year | 13.62 | 4 |
| 10 Year | 9.09 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 493.05 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.88 |
| 5 Year | 13.62 |
| 10 Year | 9.09 |
| Since Inception | 11.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.92 | -1.12 | NA | NA |
| 2023 | 5.13 | 4.51 | -1.59 | 8.29 |
| 2022 | -2.60 | -12.82 | -6.86 | 14.48 |
| 2021 | 9.79 | 6.45 | -0.09 | 6.44 |
| 2020 | -21.23 | 17.44 | 8.88 | 17.48 |
| 2019 | 10.67 | 1.01 | 0.57 | 10.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.67 | 17.09 | -9.46 | 24.29 | 18.33 | 23.80 | -15.86 | 29.02 | 4.41 | -2.52 | 10.10 |
| % Total Return Rel to Index | -2.36 | -7.32 | 9.63 | 6.13 | 4.25 | -1.39 | -5.44 | 8.90 | -0.91 | 0.23 | 7.17 |
| % Total Return Rel to Peer | 1.67 | -1.54 | 10.09 | 8.08 | 1.66 | -0.93 | -5.84 | 6.79 | -1.16 | -0.24 | 8.22 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 3.00 | 4.00 | 5.00 | 2.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.31 | 0.24 | 0.42 | 0.22 | 0.21 | 0.15 | 0.27 | 0.25 | 0.14 | 0.44 |
| % Yield | 0.00 | 1.72 | 1.44 | 1.90 | 1.22 | 1.37 | 1.11 | 1.53 | 1.79 | 1.05 | 3.15 |
| Capital Gains ($) | 0.00 | 0.02 | 0.70 | 3.42 | 0.00 | 0.00 | 1.22 | 0.84 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.72 | 0.70 | 0.70 | 0.70 | 0.70 | 0.72 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%