- ISIN
- US7235561062
- CUSIP
- 723556106
- Issuer
- Amundi
- Inception Date
- Aug 8, 2004
- Category
- Global Allocation
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
PIALX Performance Chart
Pioneer Solutions - Balanced Fund (PIALX) is up 7.9% since the beginning of the year. PIALX is currently trading at $14 per share. Investors who bought $1,000 worth of PIALX shares 5 years ago would now be looking at an investment worth $1,509.
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Compare this symbol against anything
Returns By Period
Pioneer Solutions - Balanced Fund (PIALX) has returned 7.89% so far this year and 18.13% over the past 12 months. Over the last ten years, PIALX has returned 7.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Pioneer Solutions - Balanced Fund
- 1D
- 0.78%
- 1M
- 0.71%
- 6M
- 5.10%
- YTD
- 7.89%
- 1Y
- 18.13%
- 3Y*
- 14.19%
- 5Y*
- 8.58%
- 10Y*
- 7.81%
- ALL TIME*
- 6.33%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PIALX Monthly Returns History
Based on dividend-adjusted daily data since Aug 12, 2004, PIALX's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +9.8%, while the worst month was Oct 2008 at -14.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PIALX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +6.2%, while the worst single day was Mar 16, 2020 at -6.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.66% | 2.00% | -4.20% | 5.22% | 1.51% | -0.35% | 1.07% | 7.89% | |||||
| 2025 | 3.02% | 1.29% | -0.17% | 0.34% | 4.33% | 3.66% | 0.31% | 2.74% | 2.36% | 1.34% | 0.96% | 1.44% | 23.78% |
| 2024 | 0.64% | 1.91% | 3.03% | -1.90% | 2.47% | -0.78% | 3.21% | 1.77% | 0.83% | -1.89% | 1.34% | -2.48% | 8.23% |
| 2023 | 5.51% | -1.96% | -0.19% | 0.76% | -1.32% | 2.97% | 2.60% | -1.27% | -1.38% | -1.86% | 4.46% | 3.21% | 11.73% |
| 2022 | -0.24% | -3.23% | 0.33% | -4.70% | 1.70% | -6.94% | 3.77% | -1.13% | -6.57% | 5.15% | 5.35% | -1.80% | -8.89% |
| 2021 | -0.08% | 2.91% | 3.32% | 2.51% | 1.83% | -0.23% | -0.75% | 1.21% | -0.52% | 1.20% | -2.68% | 3.45% | 12.66% |
Benchmark Metrics
Pioneer Solutions - Balanced Fund has an annualized alpha of 1.05%, beta of 0.54, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since August 12, 2004.
- This fund participated in 66.56% of S&P 500 Index downside but only 60.00% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.54 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.05%
- Beta
- 0.54
- R²
- 0.87
- Upside Capture
- 60.00%
- Downside Capture
- 66.56%
Expense Ratio
PIALX has an expense ratio of 0.44%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PIALX ranks 88 for risk / return — above 88% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Pioneer Solutions - Balanced Fund (PIALX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PIALX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.25 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.00 | +1.07 |
| Martin ratioReturn relative to average drawdown | 11.82 | 8.49 | +3.33 |
Dividends
Dividend History
Pioneer Solutions - Balanced Fund provided a 5.32% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.76 | $0.76 | $0.57 | $0.43 | $1.44 | $0.80 | $0.34 | $0.73 | $0.61 | $0.22 | $0.24 | $1.14 |
Dividend yield | 5.32% | 5.74% | 5.07% | 3.97% | 14.16% | 6.30% | 2.79% | 6.44% | 5.91% | 1.81% | 2.18% | 10.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Solutions - Balanced Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 | $1.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.80 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Solutions - Balanced Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pioneer Solutions - Balanced Fund was 43.04%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-43.04%Mar 2009 | 1y 4mo | 1y 11mo | 3y 4moOct 2007 - Feb 2011 | Financial crisis2007–2009 |
-26.28%Mar 2020 | 1mo 9d | 7mo 21d | 9moFeb 2020 - Nov 2020 | COVID crash2020 |
-18.19%Sep 2022 | 8mo 17d | 1y 4mo | 2y 12dJan 2022 - Jan 2024 | Bear market2022 |
-15.06%Oct 2011 | 5mo 4d | 11mo 15d | 1y 4moMay 2011 - Sep 2012 | — |
-14.87%Dec 2018 | 10mo 29d | 12mo 1d | 1y 10moJan 2018 - Dec 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| PIALX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -56.78% | +13.74% |
Max Drawdown (1Y)Largest decline over 1 year | -5.57% | -9.10% | +3.53% |
Max Drawdown (3Y)Largest decline over 3 years | -8.85% | -18.90% | +10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -25.43% | +7.24% |
Max Drawdown (10Y)Largest decline over 10 years | -26.28% | -33.92% | +7.64% |
Current DrawdownCurrent decline from peak | 0.00% | -1.58% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -10.70% | +5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 2.14% | -0.70% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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