NADMX vs. AYBLX
NADMX (Nationwide Investor Destinations Moderate Fund) and AYBLX (Pioneer Balanced ESG Fund) are both Diversified Portfolio funds. Over the past 10 years, NADMX returned 7.47%/yr vs 10.67%/yr for AYBLX. Their correlation of 0.92 suggests significant overlap in exposure. NADMX charges 0.53%/yr vs 0.65%/yr for AYBLX.
Performance
NADMX vs. AYBLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NADMX achieves a 7.84% return, which is significantly lower than AYBLX's 13.99% return. Over the past 10 years, NADMX has underperformed AYBLX with an annualized return of 7.47%, while AYBLX has yielded a comparatively higher 10.67% annualized return.
NADMX
- 1D
- -0.10%
- 1M
- 1.51%
- YTD
- 7.84%
- 6M
- 7.50%
- 1Y
- 18.01%
- 3Y*
- 12.93%
- 5Y*
- 6.11%
- 10Y*
- 7.47%
AYBLX
- 1D
- -0.21%
- 1M
- 1.64%
- YTD
- 13.99%
- 6M
- 13.54%
- 1Y
- 32.24%
- 3Y*
- 17.53%
- 5Y*
- 9.58%
- 10Y*
- 10.67%
NADMX vs. AYBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NADMX Nationwide Investor Destinations Moderate Fund | 7.84% | 13.37% | 9.46% | 15.26% | -16.17% | 11.43% | 10.91% | 16.50% | -6.66% | 12.24% |
AYBLX Pioneer Balanced ESG Fund | 13.99% | 19.80% | 9.64% | 15.41% | -14.39% | 15.48% | 12.92% | 22.22% | -4.43% | 15.19% |
Correlation
The correlation between NADMX and AYBLX is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2000 | 0.92 |
The correlation between NADMX and AYBLX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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
NADMX vs. AYBLX — Risk / Return Rank
NADMX
AYBLX
NADMX vs. AYBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Investor Destinations Moderate Fund (NADMX) and Pioneer Balanced ESG Fund (AYBLX). 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.
| NADMX | AYBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.62 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 5.16 | -2.17 |
| Martin ratioReturn relative to average drawdown | 12.89 | 24.00 | -11.11 |
Loading charts...
Drawdowns
NADMX vs. AYBLX - Drawdown Comparison
The maximum NADMX drawdown since its inception was -36.95%, roughly equal to the maximum AYBLX drawdown of -36.28%. Use the drawdown chart below to compare losses from any high point for NADMX and AYBLX.
Loading charts...
Drawdown Indicators
| NADMX | AYBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.95% | -36.28% | -0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | -6.41% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -10.18% | -13.39% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -20.26% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -26.70% | -24.24% | -2.46% |
Current DrawdownCurrent decline from peak | -0.30% | -0.52% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -3.78% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.38% | +0.08% |
Volatility
NADMX vs. AYBLX - Volatility Comparison
The current volatility for Nationwide Investor Destinations Moderate Fund (NADMX) is 3.32%, while Pioneer Balanced ESG Fund (AYBLX) has a volatility of 3.63%. This indicates that NADMX experiences smaller price fluctuations and is considered to be less risky than AYBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NADMX | AYBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 3.63% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.20% | 7.83% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.64% | 9.95% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | 11.13% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.34% | 11.33% | +0.01% |
NADMX vs. AYBLX - Expense Ratio Comparison
NADMX has a 0.53% expense ratio, which is lower than AYBLX's 0.65% expense ratio.
Dividends
NADMX vs. AYBLX - Dividend Comparison
NADMX's dividend yield for the trailing twelve months is around 6.52%, more than AYBLX's 3.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AYBLX Pioneer Balanced ESG Fund | 3.24% | 3.58% | 2.59% | 1.76% | 3.23% | 8.61% | 4.12% | 6.03% | 9.97% | 9.42% | 2.63% | 4.14% |
NADMX Nationwide Investor Destinations Moderate Fund | 6.52% | 7.28% | 13.03% | 6.02% | 3.57% | 5.41% | 5.11% | 4.90% | 12.09% | 6.93% | 7.38% | 8.72% |
Frequently Asked Questions
With a correlation of 0.90, NADMX and AYBLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AYBLX has higher volatility (3.63%) compared to NADMX (3.32%). In terms of maximum drawdown, NADMX dropped -36.95% vs AYBLX's -36.28%.
AYBLX currently has the higher Sharpe Ratio (3.33 vs 2.19), 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 NADMX and AYBLX
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