- ISIN
- US7239221002
- CUSIP
- 723922100
- Issuer
- Amundi
- Inception Date
- Dec 15, 2005
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PINDX Performance Chart
Pioneer Disciplined Growth Fund (PINDX) is up 9.1% since the beginning of the year. PINDX is currently trading at $23 per share. Investors who bought $1,000 worth of PINDX shares 5 years ago would now be looking at an investment worth $1,844.
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Returns By Period
Pioneer Disciplined Growth Fund (PINDX) has returned 9.09% so far this year and 27.65% over the past 12 months. Looking at the last ten years, PINDX has achieved an annualized return of 16.52%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Pioneer Disciplined Growth Fund
- 1D
- 1.76%
- 1M
- 0.00%
- YTD
- 9.09%
- 6M
- 8.63%
- 1Y
- 27.65%
- 3Y*
- 19.96%
- 5Y*
- 13.02%
- 10Y*
- 16.52%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PINDX Monthly Returns History
Based on dividend-adjusted daily data since Oct 16, 1998, PINDX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +14.3%, while the worst month was Oct 2008 at -16.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, PINDX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.19% | -2.82% | -4.84% | 14.29% | 4.98% | -1.86% | 9.09% | ||||||
| 2025 | 4.20% | -4.56% | -9.17% | 2.18% | 8.63% | 9.15% | 3.99% | 1.06% | 3.65% | 5.77% | -2.19% | -1.76% | 21.16% |
| 2024 | 1.66% | 5.61% | 1.66% | -4.72% | 2.77% | 3.67% | 0.55% | 2.20% | 2.26% | -1.21% | 6.68% | -2.75% | 19.33% |
| 2023 | 9.30% | -2.74% | 3.48% | 0.00% | 1.07% | 6.80% | 4.05% | -1.66% | -5.19% | -2.46% | 8.63% | 5.41% | 28.67% |
| 2022 | -7.80% | -3.39% | 2.73% | -8.97% | -0.42% | -7.67% | 11.09% | -5.10% | -10.16% | 8.13% | 6.69% | -6.19% | -21.49% |
| 2021 | -3.13% | 3.12% | 3.03% | 5.35% | -0.10% | 3.69% | 3.17% | 2.38% | -5.51% | 6.74% | 0.30% | 4.66% | 25.59% |
Benchmark Metrics
Pioneer Disciplined Growth Fund has an annualized alpha of 2.42%, beta of 0.95, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since October 16, 1998.
- This fund captured 109.63% of S&P 500 Index gains and 100.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.42% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.95 and R2 of 0.87, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.42%
- Beta
- 0.95
- R²
- 0.87
- Upside Capture
- 109.63%
- Downside Capture
- 100.14%
Expense Ratio
PINDX has a high expense ratio of 1.05%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PINDX ranks 30 for risk / return — below 30% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.
| PINDX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.78 | -0.96 |
| Martin ratioReturn relative to average drawdown | 6.10 | 12.44 | -6.34 |
Dividends
Dividend History
Pioneer Disciplined Growth Fund provided a 4.14% dividend yield over the last twelve months, with an annual payout of $0.96 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.96 | $0.96 | $1.16 | $0.03 | $0.92 | $5.73 | $5.07 | $0.92 | $3.69 | $2.34 | $1.40 | $1.05 |
Dividend yield | 4.14% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $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 | $0.96 | $0.00 | $0.96 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.04 | $1.16 |
| 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 | $0.89 | $0.03 | $0.92 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.73 | $0.00 | $5.73 |
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 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 52.37%, occurring on Mar 9, 2009. Recovery took 1213 trading sessions.
The current Pioneer Disciplined Growth Fund drawdown is 2.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -52.37%Mar 2009 | 1y 5mo | 4y 9mo | 6y 2moOct 2007 - Dec 2013 |
Dot-com crash2000–2002 | -47.13%Oct 2002 | 2y 1mo | 3y 12mo | 6y 1moSep 2000 - Oct 2006 |
COVID crash2020 | -29.82%Mar 2020 | 1mo 2d | 3mo 11d | 4mo 13dFeb 2020 - Jul 2020 |
Bear market2022 | -28.77%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -23.52%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 |
Drawdown Indicators
| PINDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -56.78% | +4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -9.10% | -5.54% |
Max Drawdown (3Y)Largest decline over 3 years | -23.52% | -18.90% | -4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -25.43% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -33.92% | +4.10% |
Current DrawdownCurrent decline from peak | -2.81% | -1.80% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -10.71% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.03% | +2.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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