Pioneer Solutions - Balanced Fund (PIALX)
The fund is a "fund of funds." It seeks to achieve its investment objectives by investing in other funds and using asset allocation strategies to allocate its assets among the underlying funds. It invests primarily in underlying funds managed by Amundi Asset Management US, Inc.(“Amundi US”) or one of its affiliates. The fund may also invest in securities of unaffiliated mutual funds or exchange-traded funds (ETFs) when the desired economic exposure to a particular asset category or investment strategy is not available through a Pioneer fund. The fund may also invest directly in securities.
Fund Info
US7235561062
723556106
Aug 8, 2004
$1,000
Large-Cap
Value
Expense Ratio
PIALX has an expense ratio of 0.44%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Pioneer Solutions - Balanced Fund (PIALX) returned 8.61% year-to-date (YTD) and 11.63% over the past 12 months. Over the past 10 years, PIALX returned 2.47% annually, underperforming the S&P 500 benchmark at 10.84%.
PIALX
8.61%
4.00%
6.19%
11.63%
4.75%
7.34%
2.47%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PIALX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.02% | 1.29% | -0.17% | 0.34% | 3.91% | 8.61% | |||||||
| 2024 | 0.64% | 1.91% | 3.03% | -1.90% | 2.47% | -0.77% | 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% | 11.74% |
| 2022 | -0.24% | -3.23% | 0.33% | -4.70% | 1.70% | -6.94% | 3.77% | -1.13% | -6.57% | 5.16% | 5.35% | -11.25% | -17.66% |
| 2021 | -0.08% | 2.91% | 3.32% | 2.51% | 1.83% | -0.22% | -0.75% | 1.21% | -0.52% | 1.20% | -2.68% | 0.68% | 9.65% |
| 2020 | -0.89% | -5.11% | -12.28% | 6.14% | 3.65% | 2.35% | 4.49% | 3.11% | -2.13% | -1.27% | 9.83% | 2.70% | 9.08% |
| 2019 | 5.11% | 1.65% | 0.18% | 2.16% | -4.05% | 3.86% | -0.18% | -1.59% | 1.71% | 2.04% | 1.65% | -0.93% | 11.86% |
| 2018 | 0.08% | -2.48% | -1.15% | 0.58% | -0.58% | -1.16% | 1.93% | 0.00% | 0.50% | -5.34% | 0.26% | -7.32% | -14.09% |
| 2017 | -0.53% | 1.51% | 0.70% | 1.13% | 1.21% | 0.26% | 1.02% | 0.34% | 1.76% | 0.91% | 0.65% | 2.97% | 12.55% |
| 2016 | -3.52% | -1.12% | 4.07% | 0.36% | 0.91% | -0.81% | 2.36% | 0.53% | 0.00% | -1.50% | -0.36% | 3.37% | 4.11% |
| 2015 | -0.56% | 3.24% | -0.47% | 0.87% | 1.02% | -1.63% | 0.63% | -3.83% | -2.36% | 3.50% | -0.24% | -8.62% | -8.69% |
| 2014 | -1.87% | 3.32% | 0.08% | 0.16% | 1.68% | 1.73% | -1.47% | 2.04% | -2.31% | 1.18% | 0.54% | -1.15% | 3.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, PIALX is among the top 16% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Solutions - Balanced Fund (PIALX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Pioneer Solutions - Balanced Fund provided a 4.67% dividend yield over the last twelve months, with an annual payout of $0.57 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.57 | $0.57 | $0.43 | $1.44 | $0.80 | $0.34 | $0.73 | $0.61 | $0.22 | $0.24 | $1.14 | $0.36 |
Dividend yield | 4.67% | 5.07% | 3.97% | 14.17% | 6.30% | 2.80% | 6.44% | 5.92% | 1.78% | 2.13% | 10.28% | 2.94% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $1.14 |
| 2014 | $0.36 | $0.36 |
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 49.22%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current Pioneer Solutions - Balanced Fund drawdown is 0.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.22% | Oct 11, 2007 | 353 | Mar 9, 2009 | 1045 | May 3, 2013 | 1398 |
| -28.68% | Jan 29, 2018 | 541 | Mar 23, 2020 | 166 | Nov 16, 2020 | 707 |
| -20.38% | Nov 9, 2021 | 288 | Dec 30, 2022 | 531 | Feb 13, 2025 | 819 |
| -19.55% | May 26, 2015 | 182 | Feb 11, 2016 | 467 | Dec 18, 2017 | 649 |
| -8.85% | Mar 20, 2025 | 14 | Apr 8, 2025 | 23 | May 12, 2025 | 37 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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