PIALX vs. GLOSX
Compare and contrast key facts about Pioneer Solutions - Balanced Fund (PIALX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX).
PIALX is managed by Amundi. It was launched on Aug 8, 2004. GLOSX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PIALX vs. GLOSX - Performance Comparison
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PIALX vs. GLOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIALX Pioneer Solutions - Balanced Fund | -0.83% | 23.78% | 8.23% | 11.73% | -8.89% | 12.66% | 9.75% | 15.45% | -10.08% | 12.88% |
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% |
Returns By Period
In the year-to-date period, PIALX achieves a -0.83% return, which is significantly higher than GLOSX's -2.65% return. Over the past 10 years, PIALX has underperformed GLOSX with an annualized return of 7.24%, while GLOSX has yielded a comparatively higher 12.09% annualized return.
PIALX
- 1D
- 0.08%
- 1M
- -5.29%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 17.83%
- 3Y*
- 12.87%
- 5Y*
- 7.48%
- 10Y*
- 7.24%
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%
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PIALX vs. GLOSX - Expense Ratio Comparison
PIALX has a 0.44% expense ratio, which is lower than GLOSX's 1.10% expense ratio.
Return for Risk
PIALX vs. GLOSX — Risk / Return Rank
PIALX
GLOSX
PIALX vs. GLOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Solutions - Balanced Fund (PIALX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). 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.
| PIALX | GLOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.82 | +0.19 |
Sortino ratioReturn per unit of downside risk | 2.65 | 2.40 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.24 | +0.02 |
Martin ratioReturn relative to average drawdown | 10.13 | 9.93 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIALX | GLOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.82 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.82 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.72 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.44 | +0.11 |
Correlation
The correlation between PIALX and GLOSX is 0.95, 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
PIALX vs. GLOSX - Dividend Comparison
PIALX's dividend yield for the trailing twelve months is around 5.79%, less than GLOSX's 11.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIALX Pioneer Solutions - Balanced Fund | 5.79% | 5.74% | 5.07% | 3.97% | 14.16% | 6.30% | 2.79% | 6.44% | 5.91% | 1.81% | 2.18% | 10.28% |
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% |
Drawdowns
PIALX vs. GLOSX - Drawdown Comparison
The maximum PIALX drawdown since its inception was -43.04%, smaller than the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PIALX and GLOSX.
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Drawdown Indicators
| PIALX | GLOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -54.40% | +11.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -12.42% | +5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -23.72% | +5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -26.28% | -33.59% | +7.31% |
Current DrawdownCurrent decline from peak | -5.50% | -10.04% | +4.54% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -9.86% | +4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.80% | -1.16% |
Volatility
PIALX vs. GLOSX - Volatility Comparison
The current volatility for Pioneer Solutions - Balanced Fund (PIALX) is 2.81%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that PIALX experiences smaller price fluctuations and is considered to be less risky than GLOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIALX | GLOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 4.78% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 10.17% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.76% | 16.66% | -7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.73% | 15.48% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.52% | 16.78% | -7.26% |