PortfoliosLab logoPortfoliosLab logo
GLOSX vs. PINDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GLOSX vs. PINDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Global Sustainable Equity Fund Class A (GLOSX) and Pioneer Disciplined Growth Fund (PINDX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GLOSX vs. PINDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLOSX
Pioneer Global Sustainable Equity Fund Class A
-2.65%41.25%11.45%16.70%-9.75%23.28%17.79%23.30%-16.32%21.90%
PINDX
Pioneer Disciplined Growth Fund
-10.74%21.16%19.33%28.67%-21.49%25.59%34.78%35.61%-5.08%26.41%

Returns By Period

In the year-to-date period, GLOSX achieves a -2.65% return, which is significantly higher than PINDX's -10.74% return. Over the past 10 years, GLOSX has underperformed PINDX with an annualized return of 12.09%, while PINDX has yielded a comparatively higher 13.96% annualized return.


GLOSX

1D
-0.36%
1M
-9.68%
YTD
-2.65%
6M
3.03%
1Y
30.29%
3Y*
19.39%
5Y*
12.65%
10Y*
12.09%

PINDX

1D
-0.42%
1M
-8.32%
YTD
-10.74%
6M
-9.28%
1Y
19.72%
3Y*
14.71%
5Y*
9.73%
10Y*
13.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GLOSX vs. PINDX - Expense Ratio Comparison

GLOSX has a 1.10% expense ratio, which is higher than PINDX's 1.05% expense ratio.


Return for Risk

GLOSX vs. PINDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GLOSX
GLOSX Risk / Return Rank: 8888
Overall Rank
GLOSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
GLOSX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GLOSX Omega Ratio Rank: 8787
Omega Ratio Rank
GLOSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GLOSX Martin Ratio Rank: 8989
Martin Ratio Rank

PINDX
PINDX Risk / Return Rank: 4444
Overall Rank
PINDX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
PINDX Sortino Ratio Rank: 4848
Sortino Ratio Rank
PINDX Omega Ratio Rank: 4646
Omega Ratio Rank
PINDX Calmar Ratio Rank: 4646
Calmar Ratio Rank
PINDX Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GLOSX vs. PINDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Global Sustainable Equity Fund Class A (GLOSX) and Pioneer Disciplined Growth Fund (PINDX). 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.


GLOSXPINDXDifference

Sharpe ratio

Return per unit of total volatility

1.82

0.86

+0.96

Sortino ratio

Return per unit of downside risk

2.40

1.36

+1.04

Omega ratio

Gain probability vs. loss probability

1.37

1.19

+0.18

Calmar ratio

Return relative to maximum drawdown

2.24

1.14

+1.10

Martin ratio

Return relative to average drawdown

9.93

3.87

+6.06

GLOSX vs. PINDX - Sharpe Ratio Comparison

The current GLOSX Sharpe Ratio is 1.82, which is higher than the PINDX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of GLOSX and PINDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GLOSXPINDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.82

0.86

+0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.50

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.72

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.45

0.00

Correlation

The correlation between GLOSX and PINDX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GLOSX vs. PINDX - Dividend Comparison

GLOSX's dividend yield for the trailing twelve months is around 11.85%, more than PINDX's 5.06% yield.


TTM20252024202320222021202020192018201720162015
GLOSX
Pioneer Global Sustainable Equity Fund Class A
11.85%11.53%7.73%1.55%6.04%21.00%0.87%0.93%10.44%1.27%1.25%0.60%
PINDX
Pioneer Disciplined Growth Fund
5.06%4.51%6.34%0.17%7.23%33.14%27.35%5.20%26.83%12.86%8.57%6.14%

Drawdowns

GLOSX vs. PINDX - Drawdown Comparison

The maximum GLOSX drawdown since its inception was -54.40%, roughly equal to the maximum PINDX drawdown of -52.37%. Use the drawdown chart below to compare losses from any high point for GLOSX and PINDX.


Loading graphics...

Drawdown Indicators


GLOSXPINDXDifference

Max Drawdown

Largest peak-to-trough decline

-54.40%

-52.37%

-2.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.42%

-14.64%

+2.22%

Max Drawdown (5Y)

Largest decline over 5 years

-23.72%

-28.77%

+5.05%

Max Drawdown (10Y)

Largest decline over 10 years

-33.59%

-29.82%

-3.77%

Current Drawdown

Current decline from peak

-10.04%

-14.64%

+4.60%

Average Drawdown

Average peak-to-trough decline

-9.86%

-11.54%

+1.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.80%

4.32%

-1.52%

Volatility

GLOSX vs. PINDX - Volatility Comparison

The current volatility for Pioneer Global Sustainable Equity Fund Class A (GLOSX) is 4.78%, while Pioneer Disciplined Growth Fund (PINDX) has a volatility of 5.70%. This indicates that GLOSX experiences smaller price fluctuations and is considered to be less risky than PINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GLOSXPINDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

5.70%

-0.92%

Volatility (6M)

Calculated over the trailing 6-month period

10.17%

12.53%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

23.05%

-6.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.48%

19.57%

-4.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.78%

19.43%

-2.65%