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PINDX vs. FIHFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PINDX vs. FIHFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Disciplined Growth Fund (PINDX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). The values are adjusted to include any dividend payments, if applicable.

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PINDX vs. FIHFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PINDX
Pioneer Disciplined Growth Fund
-7.35%21.16%19.33%28.67%-21.49%25.59%34.78%35.61%-5.08%26.41%
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
-1.09%17.32%11.22%17.25%-17.49%13.73%15.54%24.87%-6.77%20.35%

Returns By Period

In the year-to-date period, PINDX achieves a -7.35% return, which is significantly lower than FIHFX's -1.09% return. Over the past 10 years, PINDX has outperformed FIHFX with an annualized return of 14.38%, while FIHFX has yielded a comparatively lower 9.56% annualized return.


PINDX

1D
3.80%
1M
-4.88%
YTD
-7.35%
6M
-6.31%
1Y
23.30%
3Y*
16.15%
5Y*
10.30%
10Y*
14.38%

FIHFX

1D
1.93%
1M
-4.36%
YTD
-1.09%
6M
0.97%
1Y
15.05%
3Y*
12.49%
5Y*
6.36%
10Y*
9.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PINDX vs. FIHFX - Expense Ratio Comparison

PINDX has a 1.05% expense ratio, which is higher than FIHFX's 0.12% expense ratio.


Return for Risk

PINDX vs. FIHFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PINDX
PINDX Risk / Return Rank: 5858
Overall Rank
PINDX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
PINDX Sortino Ratio Rank: 5959
Sortino Ratio Rank
PINDX Omega Ratio Rank: 5454
Omega Ratio Rank
PINDX Calmar Ratio Rank: 6868
Calmar Ratio Rank
PINDX Martin Ratio Rank: 5454
Martin Ratio Rank

FIHFX
FIHFX Risk / Return Rank: 7777
Overall Rank
FIHFX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FIHFX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FIHFX Omega Ratio Rank: 7474
Omega Ratio Rank
FIHFX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FIHFX Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PINDX vs. FIHFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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.


PINDXFIHFXDifference

Sharpe ratio

Return per unit of total volatility

1.05

1.35

-0.30

Sortino ratio

Return per unit of downside risk

1.61

1.94

-0.34

Omega ratio

Gain probability vs. loss probability

1.23

1.29

-0.06

Calmar ratio

Return relative to maximum drawdown

1.66

1.86

-0.20

Martin ratio

Return relative to average drawdown

5.55

8.38

-2.84

PINDX vs. FIHFX - Sharpe Ratio Comparison

The current PINDX Sharpe Ratio is 1.05, which is comparable to the FIHFX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of PINDX and FIHFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PINDXFIHFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

1.35

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.54

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.72

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.67

-0.22

Correlation

The correlation between PINDX and FIHFX is 0.91, 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

PINDX vs. FIHFX - Dividend Comparison

PINDX's dividend yield for the trailing twelve months is around 4.87%, more than FIHFX's 2.80% yield.


TTM20252024202320222021202020192018201720162015
PINDX
Pioneer Disciplined Growth Fund
4.87%4.51%6.34%0.17%7.23%33.14%27.35%5.20%26.83%12.86%8.57%6.14%
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
2.80%2.77%2.50%2.10%2.14%1.93%2.15%16.14%2.21%1.81%1.95%2.03%

Drawdowns

PINDX vs. FIHFX - Drawdown Comparison

The maximum PINDX drawdown since its inception was -52.37%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for PINDX and FIHFX.


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Drawdown Indicators


PINDXFIHFXDifference

Max Drawdown

Largest peak-to-trough decline

-52.37%

-28.42%

-23.95%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

-8.38%

-6.26%

Max Drawdown (5Y)

Largest decline over 5 years

-28.77%

-24.84%

-3.93%

Max Drawdown (10Y)

Largest decline over 10 years

-29.82%

-28.42%

-1.40%

Current Drawdown

Current decline from peak

-11.39%

-5.12%

-6.27%

Average Drawdown

Average peak-to-trough decline

-11.54%

-4.02%

-7.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.38%

1.86%

+2.52%

Volatility

PINDX vs. FIHFX - Volatility Comparison

Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 7.04% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 4.47%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PINDXFIHFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

4.47%

+2.57%

Volatility (6M)

Calculated over the trailing 6-month period

13.09%

6.79%

+6.30%

Volatility (1Y)

Calculated over the trailing 1-year period

23.31%

11.54%

+11.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.64%

11.90%

+7.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.47%

13.36%

+6.11%