PIALX vs. PFADX
Compare and contrast key facts about Pioneer Solutions - Balanced Fund (PIALX) and PFG BNY Mellon Diversifier Strategy Fund (PFADX).
PIALX is managed by Amundi. It was launched on Aug 8, 2004. PFADX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017.
Performance
PIALX vs. PFADX - Performance Comparison
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PIALX vs. PFADX - 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% | 0.01% |
PFADX PFG BNY Mellon Diversifier Strategy Fund | 0.82% | 7.07% | 2.13% | 3.69% | -9.50% | 3.85% | 7.25% | 8.16% | -5.20% | 0.00% |
Returns By Period
In the year-to-date period, PIALX achieves a -0.83% return, which is significantly lower than PFADX's 0.82% 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%
PFADX
- 1D
- 0.10%
- 1M
- -3.44%
- YTD
- 0.82%
- 6M
- 2.15%
- 1Y
- 6.58%
- 3Y*
- 4.11%
- 5Y*
- 1.44%
- 10Y*
- —
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PIALX vs. PFADX - Expense Ratio Comparison
PIALX has a 0.44% expense ratio, which is lower than PFADX's 2.05% expense ratio.
Return for Risk
PIALX vs. PFADX — Risk / Return Rank
PIALX
PFADX
PIALX vs. PFADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Solutions - Balanced Fund (PIALX) and PFG BNY Mellon Diversifier Strategy Fund (PFADX). 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 | PFADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.34 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.65 | 1.75 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.26 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.56 | +0.69 |
Martin ratioReturn relative to average drawdown | 10.13 | 5.67 | +4.46 |
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 | PFADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.34 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.25 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.37 | +0.18 |
Correlation
The correlation between PIALX and PFADX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PIALX vs. PFADX - Dividend Comparison
PIALX's dividend yield for the trailing twelve months is around 5.79%, more than PFADX's 2.44% 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% |
PFADX PFG BNY Mellon Diversifier Strategy Fund | 2.44% | 2.46% | 2.89% | 1.04% | 5.33% | 3.46% | 0.08% | 1.51% | 0.91% | 0.52% | 0.00% | 0.00% |
Drawdowns
PIALX vs. PFADX - Drawdown Comparison
The maximum PIALX drawdown since its inception was -43.04%, which is greater than PFADX's maximum drawdown of -16.64%. Use the drawdown chart below to compare losses from any high point for PIALX and PFADX.
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Drawdown Indicators
| PIALX | PFADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -16.64% | -26.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -4.21% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -16.64% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -26.28% | — | — |
Current DrawdownCurrent decline from peak | -5.50% | -3.44% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -5.38% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 1.16% | +0.48% |
Volatility
PIALX vs. PFADX - Volatility Comparison
Pioneer Solutions - Balanced Fund (PIALX) has a higher volatility of 2.81% compared to PFG BNY Mellon Diversifier Strategy Fund (PFADX) at 1.81%. This indicates that PIALX's price experiences larger fluctuations and is considered to be riskier than PFADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIALX | PFADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 1.81% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 3.06% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.76% | 4.95% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.73% | 5.85% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.52% | 5.55% | +3.97% |