PIALX vs. PIOTX
Compare and contrast key facts about Pioneer Solutions - Balanced Fund (PIALX) and Pioneer Core Equity Fund (PIOTX).
PIALX is managed by Amundi. It was launched on Aug 8, 2004. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
PIALX vs. PIOTX - Performance Comparison
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PIALX vs. PIOTX - 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% |
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
In the year-to-date period, PIALX achieves a -0.83% return, which is significantly higher than PIOTX's -2.50% return. Over the past 10 years, PIALX has underperformed PIOTX with an annualized return of 7.24%, while PIOTX has yielded a comparatively higher 12.27% 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%
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
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PIALX vs. PIOTX - Expense Ratio Comparison
PIALX has a 0.44% expense ratio, which is lower than PIOTX's 0.88% expense ratio.
Return for Risk
PIALX vs. PIOTX — Risk / Return Rank
PIALX
PIOTX
PIALX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Solutions - Balanced Fund (PIALX) 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.
| PIALX | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.00 | +1.02 |
Sortino ratioReturn per unit of downside risk | 2.65 | 1.49 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.23 | +1.03 |
Martin ratioReturn relative to average drawdown | 10.13 | 5.22 | +4.91 |
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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.00 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.51 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.69 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.13 | +0.42 |
Correlation
The correlation between PIALX and PIOTX is 0.90, 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. PIOTX - Dividend Comparison
PIALX's dividend yield for the trailing twelve months is around 5.79%, less than PIOTX's 7.73% 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% |
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
PIALX vs. PIOTX - Drawdown Comparison
The maximum PIALX drawdown since its inception was -43.04%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for PIALX and PIOTX.
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Drawdown Indicators
| PIALX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -66.24% | +23.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -12.86% | +5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -26.49% | +8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -26.28% | -31.79% | +5.51% |
Current DrawdownCurrent decline from peak | -5.50% | -8.16% | +2.66% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -20.26% | +15.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.02% | -1.38% |
Volatility
PIALX vs. PIOTX - Volatility Comparison
The current volatility for Pioneer Solutions - Balanced Fund (PIALX) is 2.81%, while Pioneer Core Equity Fund (PIOTX) has a volatility of 3.09%. This indicates that PIALX 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.
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Volatility by Period
| PIALX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.09% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 9.24% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.76% | 18.67% | -9.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.73% | 16.91% | -8.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.52% | 17.96% | -8.44% |