Pioneer Disciplined Growth Fund (PINDX)
The investment seeks long-term capital growth. The fund invests primarily in equity securities of U.S. issuers. Equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts (REITs) and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities. The fund may invest in initial public offerings of equity securities.
Fund Info
Expense Ratio
PINDX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pioneer Disciplined Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pioneer Disciplined Growth Fund had a return of -0.71% year-to-date (YTD) and 11.39% in the last 12 months. Over the past 10 years, Pioneer Disciplined Growth Fund had an annualized return of 0.67%, while the S&P 500 had an annualized return of 11.24%, indicating that Pioneer Disciplined Growth Fund did not perform as well as the benchmark.
PINDX
-0.71%
-4.21%
-2.78%
11.39%
-0.18%
0.67%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of PINDX, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.66% | 5.61% | 1.66% | -4.72% | 2.77% | 3.67% | 0.55% | 2.20% | 2.26% | -1.21% | 0.69% | -2.97% | 12.39% |
2023 | 9.30% | -2.74% | 3.48% | -0.00% | 1.07% | 6.80% | 4.05% | -1.66% | -5.19% | -2.46% | 8.62% | 5.41% | 28.67% |
2022 | -7.80% | -3.39% | 2.72% | -8.97% | -0.42% | -7.67% | 11.09% | -5.10% | -10.16% | 8.13% | -0.07% | -6.19% | -26.47% |
2021 | -3.13% | 3.12% | 3.03% | 5.35% | -0.10% | 3.69% | 3.17% | 2.38% | -5.51% | 6.74% | -25.44% | 4.66% | -6.64% |
2020 | 2.77% | -7.08% | -10.52% | 14.20% | 5.32% | 4.06% | 6.07% | 8.01% | -3.32% | -2.19% | -13.15% | 3.93% | 4.57% |
2019 | 8.64% | 4.41% | 2.88% | 5.35% | -6.32% | 6.12% | 2.14% | -1.57% | 0.83% | 3.22% | -2.10% | 2.95% | 28.90% |
2018 | 6.37% | -2.48% | -2.22% | -1.14% | 3.40% | -0.05% | 3.29% | 1.33% | 0.35% | -7.42% | -17.94% | -8.49% | -24.33% |
2017 | 2.70% | 2.99% | 1.39% | 2.75% | 2.23% | 0.60% | 0.81% | 1.99% | 2.11% | 2.37% | -8.97% | 0.88% | 11.83% |
2016 | -4.75% | -1.05% | 6.16% | -2.29% | 1.86% | -0.24% | 3.90% | -0.40% | -0.63% | -2.87% | -4.61% | 1.25% | -4.15% |
2015 | -3.02% | 6.46% | -1.55% | 0.95% | 2.00% | -1.58% | 2.77% | -6.67% | -2.65% | 9.60% | -6.05% | -1.61% | -2.56% |
2014 | -3.06% | 5.18% | -1.08% | -0.30% | 3.23% | 2.07% | -0.46% | 4.12% | -1.39% | 3.22% | -2.36% | -0.62% | 8.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PINDX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pioneer Disciplined Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.00 | $0.03 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 | $0.04 | $0.05 | $0.16 |
Dividend yield | 0.00% | 0.00% | 0.17% | 0.24% | 0.00% | 0.00% | 0.16% | 0.01% | 0.16% | 0.26% | 0.30% | 0.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Pioneer Disciplined Growth 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 | |||||||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
2014 | $0.16 | $0.16 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pioneer Disciplined Growth 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 Disciplined Growth Fund was 61.99%, occurring on Nov 20, 2008. Recovery took 1124 trading sessions.
The current Pioneer Disciplined Growth Fund drawdown is 20.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-61.99% | Oct 15, 2007 | 279 | Nov 20, 2008 | 1124 | May 14, 2013 | 1403 |
-46.31% | Nov 19, 2021 | 227 | Oct 14, 2022 | — | — | — |
-43.38% | Sep 5, 2000 | 523 | Oct 9, 2002 | 850 | Feb 27, 2006 | 1373 |
-35.71% | Nov 28, 2017 | 270 | Dec 24, 2018 | 403 | Jul 31, 2020 | 673 |
-21.99% | Nov 17, 2020 | 7 | Nov 25, 2020 | 245 | Nov 16, 2021 | 252 |
Volatility
Volatility Chart
The current Pioneer Disciplined Growth Fund volatility is 5.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.