C000152821 Performance — Pioneer Select Mid Cap Growth Fund, : Class K
Data updated: 2025-03-25
C000152821 returned +42.55% over one year to Nov 2024. Annualised returns are +3.00% over 3 years and +10.74% over 5 years. Against its US Mid-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $109, against $111 for the category, and to $143 over one year, against $133. Volatility over the past three years was 22.22% a year. In the 12 months to Nov 2024 the fund took in a net $91.8M, and assets reached $1.62B.
C000152821 Growth of $100
What $100 invested in Pioneer Select Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | C000152821 | Category average |
|---|---|---|
| 1 year (Dec 2023 – Nov 2024) | $143 | $133 |
| 3 years (Dec 2021 – Nov 2024) | $109 | $111 |
| 5 years (Dec 2019 – Nov 2024) | $167 | $170 |
| Since data start (Sep 2019 – Nov 2024) | $175 | $178 |
C000152821 Trailing Returns
Total returns to Nov 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +42.55% |
| 3 years (annualised) | +3.00% |
| 5 years (annualised) | +10.74% |
C000152821 Annual Returns
Calendar-year total returns of Pioneer Select Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Nov) | +32.62% |
| 2023 | +19.06% |
| 2022 | −31.05% |
| 2021 | +8.32% |
| 2020 | +39.44% |
| 2019 (Sep–Dec) | +6.14% |
C000152821 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.6% | +9.2% | +1.4% | −5.3% | +2.9% | +2.3% | −1.4% | +3.0% | +3.8% | −0.4% | +12.6% | — |
| 2023 | +7.5% | −2.0% | +1.4% | −1.1% | +0.2% | +7.4% | +2.1% | −3.5% | −6.3% | −4.6% | +10.7% | +7.5% |
| 2022 | −13.5% | −0.8% | +0.4% | −12.8% | −3.4% | −7.5% | +12.2% | −2.1% | −9.6% | +6.6% | +4.0% | −6.9% |
| 2021 | +0.8% | +2.9% | −2.1% | +5.1% | −2.5% | +6.4% | +1.4% | +1.1% | −6.2% | +6.3% | −4.8% | +0.4% |
| 2020 | +2.2% | −6.6% | −17.4% | +15.5% | +9.6% | +3.0% | +7.9% | +4.0% | 0.0% | +0.9% | +13.4% | +5.7% |
| 2019 | — | — | — | — | — | — | — | — | −2.2% | +1.8% | +5.3% | +1.3% |
C000152821 Risk
Risk measures from monthly returns over Dec 2021 – Nov 2024.
- 3-year volatility (annualised): 22.22%
- 3-year Sharpe ratio: -0.07 (vs 4.5% risk-free rate)
- Best month: +12.59% (Nov 2024)
- Worst month: −13.48% (Jan 2022)
C000152821 Fund Flows
Monthly money in and out of Pioneer Select Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $91.8M
- 12-month gross sales (incl. reinvestments): $239.8M
- Sales ÷ redemptions: 1.62×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Nov 2024 | $177.3M | $26.0M | $151.3M |
| Oct 2024 | $4.8M | $15.9M | −$11.1M |
| Sep 2024 | $5.2M | $17.3M | −$12.1M |
| Aug 2024 | $3.9M | $15.6M | −$11.7M |
| Jul 2024 | $6.6M | $19.7M | −$13.1M |
| Jun 2024 | $4.4M | $26.1M | −$21.7M |
| May 2024 | $5.6M | $24.6M | −$19.0M |
| Apr 2024 | $6.7M | $37.9M | −$31.2M |
| Mar 2024 | $7.6M | $70.7M | −$63.0M |
| Feb 2024 | $6.9M | −$27.0M | $33.9M |
| Jan 2024 | $6.4M | −$29.5M | $35.9M |
| Dec 2023 | $4.4M | −$49.3M | $53.8M |
C000152821 Assets Under Management
Net assets of Pioneer Select Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2024-11-29 | $1.62B |
| 2024-08-30 | $1.43B |
| 2024-05-31 | $1.42B |
| 2024-02-29 | $1.55B |
| 2023-11-30 | $1.38B |
| 2023-08-31 | $1.47B |
| 2023-05-31 | $1.52B |
| 2023-02-28 | $1.63B |
| 2022-11-30 | $1.76B |
| 2022-08-31 | $1.82B |
| 2022-05-31 | $1.83B |
| 2022-02-28 | $2.28B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.