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PINDX vs. GLOSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PINDX vs. GLOSX - Performance Comparison

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

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PINDX vs. GLOSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
-2.65%41.25%11.45%16.70%-9.75%23.28%17.79%23.30%-16.32%21.90%

Returns By Period

In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than GLOSX's -2.65% return. Over the past 10 years, PINDX has outperformed GLOSX with an annualized return of 13.96%, while GLOSX has yielded a comparatively lower 12.09% 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%

GLOSX

1D
-0.36%
1M
-9.68%
YTD
-2.65%
6M
3.03%
1Y
30.29%
3Y*
19.39%
5Y*
12.65%
10Y*
12.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PINDX vs. GLOSX - Expense Ratio Comparison

PINDX has a 1.05% expense ratio, which is lower than GLOSX's 1.10% expense ratio.


Return for Risk

PINDX vs. GLOSX — Risk / Return Rank

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

PINDX
PINDX Risk / Return Rank: 4444
Overall Rank
PINDX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
PINDX Sortino Ratio Rank: 4848
Sortino Ratio Rank
PINDX Omega Ratio Rank: 4646
Omega Ratio Rank
PINDX Calmar Ratio Rank: 4646
Calmar Ratio Rank
PINDX Martin Ratio Rank: 3737
Martin Ratio Rank

GLOSX
GLOSX Risk / Return Rank: 8888
Overall Rank
GLOSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
GLOSX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GLOSX Omega Ratio Rank: 8787
Omega Ratio Rank
GLOSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GLOSX Martin Ratio Rank: 8989
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. GLOSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). 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.


PINDXGLOSXDifference

Sharpe ratio

Return per unit of total volatility

0.86

1.82

-0.96

Sortino ratio

Return per unit of downside risk

1.36

2.40

-1.04

Omega ratio

Gain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratio

Return relative to maximum drawdown

1.14

2.24

-1.10

Martin ratio

Return relative to average drawdown

3.87

9.93

-6.06

PINDX vs. GLOSX - Sharpe Ratio Comparison

The current PINDX Sharpe Ratio is 0.86, which is lower than the GLOSX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of PINDX and GLOSX, 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


PINDXGLOSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

1.82

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.82

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.72

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.44

0.00

Correlation

The correlation between PINDX and GLOSX is 0.87, 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. GLOSX - Dividend Comparison

PINDX's dividend yield for the trailing twelve months is around 5.06%, less than GLOSX's 11.85% yield.


TTM20252024202320222021202020192018201720162015
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%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
11.85%11.53%7.73%1.55%6.04%21.00%0.87%0.93%10.44%1.27%1.25%0.60%

Drawdowns

PINDX vs. GLOSX - Drawdown Comparison

The maximum PINDX drawdown since its inception was -52.37%, roughly equal to the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PINDX and GLOSX.


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Drawdown Indicators


PINDXGLOSXDifference

Max Drawdown

Largest peak-to-trough decline

-52.37%

-54.40%

+2.03%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

-12.42%

-2.22%

Max Drawdown (5Y)

Largest decline over 5 years

-28.77%

-23.72%

-5.05%

Max Drawdown (10Y)

Largest decline over 10 years

-29.82%

-33.59%

+3.77%

Current Drawdown

Current decline from peak

-14.64%

-10.04%

-4.60%

Average Drawdown

Average peak-to-trough decline

-11.54%

-9.86%

-1.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.32%

2.80%

+1.52%

Volatility

PINDX vs. GLOSX - Volatility Comparison

Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.70% compared to Pioneer Global Sustainable Equity Fund Class A (GLOSX) at 4.78%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than GLOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PINDXGLOSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.70%

4.78%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

12.53%

10.17%

+2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

23.05%

16.66%

+6.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.57%

15.48%

+4.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.43%

16.78%

+2.65%