AYBLX vs. PIOTX
AYBLX (Pioneer Balanced ESG Fund) and PIOTX (Pioneer Core Equity Fund) are both mutual funds - AYBLX is a Diversified Portfolio fund managed by Amundi, while PIOTX is a Large Cap Blend Equities fund managed by Amundi. Over the past 10 years, AYBLX returned 10.62%/yr vs 13.89%/yr for PIOTX. Their correlation of 0.90 suggests significant overlap in exposure. AYBLX charges 0.65%/yr vs 0.88%/yr for PIOTX.
Performance
AYBLX vs. PIOTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AYBLX achieves a 13.44% return, which is significantly higher than PIOTX's 8.95% return. Over the past 10 years, AYBLX has underperformed PIOTX with an annualized return of 10.62%, while PIOTX has yielded a comparatively higher 13.89% annualized return.
AYBLX
- 1D
- 0.42%
- 1M
- 0.30%
- YTD
- 13.44%
- 6M
- 12.73%
- 1Y
- 30.34%
- 3Y*
- 17.34%
- 5Y*
- 9.34%
- 10Y*
- 10.62%
PIOTX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- 8.95%
- 6M
- 7.71%
- 1Y
- 20.53%
- 3Y*
- 16.30%
- 5Y*
- 9.28%
- 10Y*
- 13.89%
AYBLX vs. PIOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AYBLX Pioneer Balanced ESG Fund | 13.44% | 19.80% | 9.64% | 15.41% | -14.39% | 15.48% | 12.92% | 22.22% | -4.43% | 15.19% |
PIOTX Pioneer Core Equity Fund | 8.95% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Correlation
The correlation between AYBLX and PIOTX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 1997 | 0.90 |
The correlation between AYBLX and PIOTX shifts across timeframes, from 0.81 (1 year) to 0.93 (10 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AYBLX vs. PIOTX — Risk / Return Rank
AYBLX
PIOTX
AYBLX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Balanced ESG Fund (AYBLX) and Pioneer Core Equity Fund (PIOTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| AYBLX | PIOTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.30 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.76 | 2.45 | +2.30 |
| Martin ratioReturn relative to average drawdown | 22.03 | 8.07 | +13.96 |
Loading charts...
Drawdowns
AYBLX vs. PIOTX - Drawdown Comparison
The maximum AYBLX drawdown since its inception was -36.28%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for AYBLX and PIOTX.
Loading charts...
Drawdown Indicators
| AYBLX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.28% | -66.24% | +29.96% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | -8.35% | +1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -13.39% | -20.40% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -20.26% | -26.49% | +6.23% |
Max Drawdown (10Y)Largest decline over 10 years | -24.24% | -31.79% | +7.55% |
Current DrawdownCurrent decline from peak | -1.00% | -2.46% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -20.12% | +16.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 2.53% | -1.15% |
Volatility
AYBLX vs. PIOTX - Volatility Comparison
The current volatility for Pioneer Balanced ESG Fund (AYBLX) is 3.76%, while Pioneer Core Equity Fund (PIOTX) has a volatility of 4.01%. This indicates that AYBLX experiences smaller price fluctuations and is considered to be less risky than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AYBLX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 4.01% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 8.84% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.98% | 12.24% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.14% | 16.96% | -5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.32% | 17.97% | -6.65% |
AYBLX vs. PIOTX - Expense Ratio Comparison
AYBLX has a 0.65% expense ratio, which is lower than PIOTX's 0.88% expense ratio.
Dividends
AYBLX vs. PIOTX - Dividend Comparison
AYBLX's dividend yield for the trailing twelve months is around 3.26%, less than PIOTX's 6.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AYBLX Pioneer Balanced ESG Fund | 3.26% | 3.58% | 2.59% | 1.76% | 3.23% | 8.61% | 4.12% | 6.03% | 9.97% | 9.42% | 2.63% | 4.14% |
PIOTX Pioneer Core Equity Fund | 6.91% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Frequently Asked Questions
AYBLX and PIOTX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PIOTX has higher volatility (4.01%) compared to AYBLX (3.76%). In terms of maximum drawdown, AYBLX dropped -36.28% vs PIOTX's -66.24%.
AYBLX currently has the higher Sharpe Ratio (3.07 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AYBLX and PIOTX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer