PINDX vs. AYBLX
PINDX (Pioneer Disciplined Growth Fund) and AYBLX (Pioneer Balanced ESG Fund) are both mutual funds - PINDX is a Large Cap Growth Equities fund managed by Amundi, while AYBLX is a Diversified Portfolio fund managed by Amundi. Over the past 10 years, PINDX returned 16.65%/yr vs 10.67%/yr for AYBLX. Their correlation of 0.90 suggests significant overlap in exposure. PINDX charges 1.05%/yr vs 0.65%/yr for AYBLX.
Performance
PINDX vs. AYBLX - Performance Comparison
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Returns By Period
In the year-to-date period, PINDX achieves a 7.91% return, which is significantly lower than AYBLX's 13.99% return. Over the past 10 years, PINDX has outperformed AYBLX with an annualized return of 16.65%, while AYBLX has yielded a comparatively lower 10.67% annualized return.
PINDX
- 1D
- -1.08%
- 1M
- -1.08%
- YTD
- 7.91%
- 6M
- 6.96%
- 1Y
- 25.15%
- 3Y*
- 20.12%
- 5Y*
- 12.33%
- 10Y*
- 16.65%
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%
PINDX vs. AYBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 7.91% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
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 PINDX and AYBLX is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 1998 | 0.90 |
The correlation between PINDX and AYBLX has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.
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Return for Risk
PINDX vs. AYBLX — Risk / Return Rank
PINDX
AYBLX
PINDX vs. AYBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.
| PINDX | AYBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.62 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 5.16 | -3.36 |
| Martin ratioReturn relative to average drawdown | 6.04 | 24.00 | -17.96 |
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Drawdowns
PINDX vs. AYBLX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, which is greater than AYBLX's maximum drawdown of -36.28%. Use the drawdown chart below to compare losses from any high point for PINDX and AYBLX.
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Drawdown Indicators
| PINDX | AYBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -36.28% | -16.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -6.41% | -8.23% |
Max Drawdown (3Y)Largest decline over 3 years | -23.52% | -13.39% | -10.13% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -20.26% | -8.51% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -24.24% | -5.58% |
Current DrawdownCurrent decline from peak | -3.86% | -0.52% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -3.78% | -7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 1.38% | +2.98% |
Volatility
PINDX vs. AYBLX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 6.18% compared to Pioneer Balanced ESG Fund (AYBLX) at 3.63%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than AYBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | AYBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 3.63% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 7.83% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 9.95% | +7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 11.13% | +8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 11.33% | +8.28% |
PINDX vs. AYBLX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than AYBLX's 0.65% expense ratio.
Dividends
PINDX vs. AYBLX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 4.18%, 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% |
PINDX Pioneer Disciplined Growth Fund | 4.18% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
Frequently Asked Questions
PINDX and AYBLX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PINDX has higher volatility (6.18%) compared to AYBLX (3.63%). In terms of maximum drawdown, PINDX dropped -52.37% vs AYBLX's -36.28%.
AYBLX currently has the higher Sharpe Ratio (3.33 vs 1.52), 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.
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