SUGYX Performance — Pioneer Global Sustainable Growth Fund, : Class Y
Data updated: 2025-02-26
SUGYX returned +11.57% over one year to Dec 2024. The annualised 3-year return is +5.17%. The fund beat its Global Thematic Equity category average: $100 invested three years ago grew to $116, against $92 for the category, and to $112 over one year, against $107. Volatility over the past three years was 16.28% a year. In the 12 months to Dec 2024 the fund lost a net $19K, and assets reached $2.87M.
SUGYX Growth of $100
What $100 invested in Pioneer Global Sustainable Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Thematic Equity category average over the same months.
| Period | SUGYX | Category average |
|---|---|---|
| 1 year (Jan 2024 – Dec 2024) | $112 | $107 |
| 3 years (Jan 2022 – Dec 2024) | $116 | $92 |
| Since data start (Apr 2021 – Dec 2024) | $123 | $96 |
SUGYX Trailing Returns
Total returns to Dec 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +11.57% |
| 3 years (annualised) | +5.17% |
SUGYX Annual Returns
Calendar-year total returns of Pioneer Global Sustainable Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 | +11.57% |
| 2023 | +26.82% |
| 2022 | −17.78% |
| 2021 (Apr–Dec) | +5.37% |
SUGYX 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 | +2.1% | +4.2% | +2.3% | −4.8% | +3.5% | +2.1% | +0.6% | +2.8% | +1.4% | −3.8% | +2.5% | −1.6% |
| 2023 | +8.2% | −3.4% | +5.9% | +0.5% | +1.7% | +4.6% | +1.9% | −2.3% | −4.3% | −1.6% | +8.9% | +5.0% |
| 2022 | −4.7% | −2.8% | +1.4% | −8.1% | +0.3% | −6.6% | +6.0% | −4.0% | −9.3% | +6.0% | +8.6% | −4.4% |
| 2021 | — | — | — | 0.0% | −0.7% | +2.1% | +0.9% | +0.7% | −4.4% | +5.5% | −3.0% | +4.5% |
SUGYX Risk
Risk measures from monthly returns over Jan 2022 – Dec 2024.
- 3-year volatility (annualised): 16.28%
- 3-year Sharpe ratio: 0.04 (vs 4.5% risk-free rate)
- Best month: +8.90% (Nov 2023)
- Worst month: −9.33% (Sep 2022)
SUGYX Fund Flows
Monthly money in and out of Pioneer Global Sustainable Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$19K
- 12-month gross sales (incl. reinvestments): $92K
- Sales ÷ redemptions: 0.83×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2024 | $4K | $8K | −$4K |
| Nov 2024 | $11K | $160 | $11K |
| Oct 2024 | $3K | $3K | −$28 |
| Sep 2024 | $2K | $184 | $2K |
| Aug 2024 | $16K | $14K | $1K |
| Jul 2024 | $11K | $2K | $9K |
| Jun 2024 | $1K | $3K | −$1K |
| May 2024 | $31K | $31K | $480 |
| Apr 2024 | $4K | $30K | −$26K |
| Mar 2024 | $4K | $15K | −$11K |
| Feb 2024 | $2K | $2K | −$76 |
| Jan 2024 | $3K | $2K | $238 |
SUGYX Assets Under Management
Net assets of Pioneer Global Sustainable Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2024-12-31 | $2.87M |
| 2024-09-30 | $2.96M |
| 2024-06-28 | $2.81M |
| 2024-03-28 | $2.83M |
| 2023-12-29 | $2.61M |
| 2023-09-29 | $2.29M |
| 2023-06-30 | $2.36M |
| 2023-03-31 | $2.15M |
| 2022-12-30 | $1.93M |
| 2022-09-30 | $1.75M |
| 2022-06-30 | $1.90M |
| 2022-03-31 | $2.20M |
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.