PINDX vs. FSTAX
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. FSTAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
PINDX vs. FSTAX - Performance Comparison
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PINDX vs. FSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | -10.74% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | -0.88% | 8.68% | 4.93% | 8.82% | -11.98% | 3.22% | 7.21% | 10.74% | -2.94% | 7.63% |
Returns By Period
In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than FSTAX's -0.88% return. Over the past 10 years, PINDX has outperformed FSTAX with an annualized return of 13.96%, while FSTAX has yielded a comparatively lower 3.84% annualized return.
PINDX
- 1D
- -0.42%
- 1M
- -8.32%
- YTD
- -10.74%
- 6M
- -9.28%
- 1Y
- 19.72%
- 3Y*
- 14.71%
- 5Y*
- 9.73%
- 10Y*
- 13.96%
FSTAX
- 1D
- 0.00%
- 1M
- -2.65%
- YTD
- -0.88%
- 6M
- 0.34%
- 1Y
- 6.86%
- 3Y*
- 6.09%
- 5Y*
- 2.33%
- 10Y*
- 3.84%
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PINDX vs. FSTAX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than FSTAX's 0.97% expense ratio.
Return for Risk
PINDX vs. FSTAX — Risk / Return Rank
PINDX
FSTAX
PINDX vs. FSTAX - Risk-Adjusted Trends 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.
| PINDX | FSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 2.03 | -1.17 |
Sortino ratioReturn per unit of downside risk | 1.36 | 2.82 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.71 | -1.57 |
Martin ratioReturn relative to average drawdown | 3.87 | 10.69 | -6.83 |
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
| PINDX | FSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 2.03 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.88 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.04 |
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.
Dividends
PINDX vs. FSTAX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 5.06%, more than FSTAX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 5.06% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.80% | 4.05% | 3.21% | 3.70% | 2.70% | 4.01% | 4.32% | 4.06% | 3.50% | 3.70% | 3.49% | 2.89% |
Drawdowns
PINDX vs. FSTAX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, which is greater than FSTAX's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for PINDX and FSTAX.
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Drawdown Indicators
| PINDX | FSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -23.29% | -29.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -2.65% | -11.99% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -16.18% | -12.59% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -16.18% | -13.64% |
Current DrawdownCurrent decline from peak | -14.64% | -2.65% | -11.99% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -4.86% | -6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 0.67% | +3.65% |
Volatility
PINDX vs. FSTAX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.70% compared to Fidelity Advisor Strategic Income Fund Class A (FSTAX) at 1.53%. 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.
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Volatility by Period
| PINDX | FSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 1.53% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 2.38% | +10.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 3.57% | +19.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 4.42% | +15.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 4.40% | +15.03% |