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PINDX vs. FSTAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PINDX and FSTAX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

PINDX vs. FSTAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
-2.78%
1.43%
PINDX
FSTAX

Key characteristics

Sharpe Ratio

PINDX:

0.76

FSTAX:

1.72

Sortino Ratio

PINDX:

1.06

FSTAX:

2.51

Omega Ratio

PINDX:

1.15

FSTAX:

1.32

Calmar Ratio

PINDX:

0.39

FSTAX:

1.00

Martin Ratio

PINDX:

3.51

FSTAX:

7.79

Ulcer Index

PINDX:

3.27%

FSTAX:

0.82%

Daily Std Dev

PINDX:

15.05%

FSTAX:

3.73%

Max Drawdown

PINDX:

-61.99%

FSTAX:

-17.81%

Current Drawdown

PINDX:

-20.79%

FSTAX:

-2.33%

Returns By Period

In the year-to-date period, PINDX achieves a -0.71% return, which is significantly lower than FSTAX's -0.53% return. Over the past 10 years, PINDX has underperformed FSTAX with an annualized return of 0.67%, while FSTAX has yielded a comparatively higher 2.85% annualized return.


PINDX

YTD

-0.71%

1M

-4.21%

6M

-2.78%

1Y

11.39%

5Y*

-0.18%

10Y*

0.67%

FSTAX

YTD

-0.53%

1M

-1.32%

6M

1.43%

1Y

5.51%

5Y*

1.67%

10Y*

2.85%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PINDX vs. FSTAX - Expense Ratio Comparison

PINDX has a 1.05% expense ratio, which is higher than FSTAX's 0.97% expense ratio.


PINDX
Pioneer Disciplined Growth Fund
Expense ratio chart for PINDX: current value at 1.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.05%
Expense ratio chart for FSTAX: current value at 0.97% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.97%

Risk-Adjusted Performance

PINDX vs. FSTAX — Risk-Adjusted Performance Rank

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

PINDX
The Risk-Adjusted Performance Rank of PINDX is 5454
Overall Rank
The Sharpe Ratio Rank of PINDX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of PINDX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of PINDX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of PINDX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of PINDX is 5858
Martin Ratio Rank

FSTAX
The Risk-Adjusted Performance Rank of FSTAX is 8585
Overall Rank
The Sharpe Ratio Rank of FSTAX is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTAX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of FSTAX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FSTAX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FSTAX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PINDX vs. FSTAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX). 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.


Sharpe ratio
The chart of Sharpe ratio for PINDX, currently valued at 0.82, compared to the broader market-1.000.001.002.003.004.000.821.72
The chart of Sortino ratio for PINDX, currently valued at 1.13, compared to the broader market0.002.004.006.008.0010.001.132.51
The chart of Omega ratio for PINDX, currently valued at 1.16, compared to the broader market1.002.003.001.161.32
The chart of Calmar ratio for PINDX, currently valued at 0.43, compared to the broader market0.005.0010.0015.000.431.00
The chart of Martin ratio for PINDX, currently valued at 3.78, compared to the broader market0.0020.0040.0060.003.787.79
PINDX
FSTAX

The current PINDX Sharpe Ratio is 0.76, which is lower than the FSTAX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of PINDX and FSTAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
0.82
1.72
PINDX
FSTAX

Dividends

PINDX vs. FSTAX - Dividend Comparison

PINDX has not paid dividends to shareholders, while FSTAX's dividend yield for the trailing twelve months is around 3.94%.


TTM20242023202220212020201920182017201620152014
PINDX
Pioneer Disciplined Growth Fund
0.00%0.00%0.17%0.24%0.00%0.00%0.16%0.01%0.16%0.26%0.30%0.92%
FSTAX
Fidelity Advisor Strategic Income Fund Class A
3.94%3.92%4.03%3.37%2.44%3.06%3.17%3.39%2.87%3.23%3.45%5.08%

Drawdowns

PINDX vs. FSTAX - Drawdown Comparison

The maximum PINDX drawdown since its inception was -61.99%, which is greater than FSTAX's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for PINDX and FSTAX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-20.79%
-2.33%
PINDX
FSTAX

Volatility

PINDX vs. FSTAX - Volatility Comparison

Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.29% compared to Fidelity Advisor Strategic Income Fund Class A (FSTAX) at 1.24%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than FSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember2025
5.29%
1.24%
PINDX
FSTAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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