PINDX vs. LPLA
PINDX (Pioneer Disciplined Growth Fund) is Large Cap Growth Equities fund managed by Amundi, while LPLA (LPL Financial Holdings Inc.) is a stock. Over the past 10 years, PINDX returned 15.78%/yr vs 31.87%/yr for LPLA. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
PINDX vs. LPLA - Performance Comparison
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Returns By Period
In the year-to-date period, PINDX achieves a 7.02% return, which is significantly higher than LPLA's -0.77% return. Over the past 10 years, PINDX has underperformed LPLA with an annualized return of 15.78%, while LPLA has yielded a comparatively higher 31.87% annualized return.
PINDX
- 1D
- 1.93%
- 1M
- -1.65%
- 6M
- 6.82%
- YTD
- 7.02%
- 1Y
- 16.27%
- 3Y*
- 17.23%
- 5Y*
- 11.12%
- 10Y*
- 15.78%
- ALL TIME*
- 9.30%
LPLA
- 1D
- 4.28%
- 1M
- 19.83%
- 6M
- -2.77%
- YTD
- -0.77%
- 1Y
- -4.03%
- 3Y*
- 15.40%
- 5Y*
- 20.76%
- 10Y*
- 31.87%
- ALL TIME*
- 18.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $245.98M | $229.65M | $293.81M | |
| $0.00 | $0.00 | $0.00 |
PINDX vs. LPLA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 7.02% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
LPLA LPL Financial Holdings Inc. | -0.77% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
Correlation
The correlation between PINDX and LPLA is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2010 | 0.48 |
The correlation between PINDX and LPLA shifts across timeframes, from 0.29 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PINDX vs. LPLA — Risk / Return Rank
PINDX
LPLA
PINDX vs. LPLA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and LPL Financial Holdings Inc. (LPLA). 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 | LPLA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.98 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | -0.32 | +1.25 |
| Martin ratioReturn relative to average drawdown | 3.00 | -0.63 | +3.63 |
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Drawdowns
PINDX vs. LPLA - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, smaller than the maximum LPLA drawdown of -69.32%. Use the drawdown chart below to compare losses from any high point for PINDX and LPLA.
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Drawdown Indicators
| PINDX | LPLA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -69.32% | +16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -32.26% | +17.62% |
Max Drawdown (3Y)Largest decline over 3 years | -23.52% | -33.18% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -33.18% | +4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -60.34% | +30.52% |
Current DrawdownCurrent decline from peak | -4.66% | -11.03% | +6.37% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -13.98% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 17.47% | -12.93% |
Volatility
PINDX vs. LPLA - Volatility Comparison
The current volatility for Pioneer Disciplined Growth Fund (PINDX) is 4.62%, while LPL Financial Holdings Inc. (LPLA) has a volatility of 8.03%. This indicates that PINDX experiences smaller price fluctuations and is considered to be less risky than LPLA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | LPLA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 8.03% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 28.77% | -14.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.77% | 37.05% | -19.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.98% | 36.02% | -16.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 37.84% | -18.22% |
Dividends
PINDX vs. LPLA - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 4.22%, more than LPLA's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.34% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
PINDX Pioneer Disciplined Growth Fund | 4.22% | 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 LPLA have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LPLA has higher volatility (8.03%) compared to PINDX (4.62%). In terms of maximum drawdown, PINDX dropped -52.37% vs LPLA's -69.32%.
PINDX currently has the higher Sharpe Ratio (0.77 vs -0.28), 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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