PINDX vs. LPLA

Last updated Apr 1, 2026

Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and LPL Financial Holdings Inc. (LPLA).

PINDX is managed by Amundi. It was launched on Dec 15, 2005.

Performance

PINDX vs. LPLA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Disciplined Growth Fund (PINDX) and LPL Financial Holdings Inc. (LPLA). The values are adjusted to include any dividend payments, if applicable.

PINDX vs. LPLA - 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%
LPLA LPL Financial Holdings Inc.	-15.69%	9.76%	44.12%	5.88%	35.69%	54.63%	14.58%	52.95%	8.53%	66.03%

Returns By Period

In the year-to-date period, PINDX achieves a -10.74% return, which is significantly higher than LPLA's -15.69% return. Over the past 10 years, PINDX has underperformed LPLA with an annualized return of 13.96%, while LPLA has yielded a comparatively higher 29.76% 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%

LPLA

• 1D: 0.22%
• 1M: 0.25%
• YTD: -15.69%
• 6M: -9.42%
• 1Y: -7.73%
• 3Y*: 14.63%
• 5Y*: 16.53%
• 10Y*: 29.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PINDX vs. LPLA — Risk / Return Rank

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

PINDX

PINDX Risk / Return Rank: 44
PINDX Sharpe Ratio Rank: 42
PINDX Sortino Ratio Rank: 48
PINDX Omega Ratio Rank: 46
PINDX Calmar Ratio Rank: 46
PINDX Martin Ratio Rank: 37

LPLA

LPLA Risk / Return Rank: 30
LPLA Sharpe Ratio Rank: 33
LPLA Sortino Ratio Rank: 30
LPLA Omega Ratio Rank: 30
LPLA Calmar Ratio Rank: 31
LPLA Martin Ratio Rank: 28

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. 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.

	PINDX	LPLA	Difference
Sharpe ratio Return per unit of total volatility	0.86	-0.20	+1.06
Sortino ratio Return per unit of downside risk	1.36	-0.02	+1.38
Omega ratio Gain probability vs. loss probability	1.19	1.00	+0.20
Calmar ratio Return relative to maximum drawdown	1.14	-0.36	+1.50
Martin ratio Return relative to average drawdown	3.87	-0.85	+4.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PINDX vs. LPLA - Sharpe Ratio Comparison

The current PINDX Sharpe Ratio is 0.86, which is higher than the LPLA Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of PINDX and LPLA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PINDX	LPLA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	-0.20	+1.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.47	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	0.78	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.49	-0.04

Correlation

The correlation between PINDX and LPLA is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

PINDX vs. LPLA - Dividend Comparison

PINDX's dividend yield for the trailing twelve months is around 5.06%, more than LPLA's 0.40% 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%
LPLA LPL Financial Holdings Inc.	0.40%	0.34%	0.37%	0.53%	0.46%	0.62%	0.96%	1.08%	1.64%	1.75%	2.84%	2.34%

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.

Drawdown Indicators

	PINDX	LPLA	Difference
Max Drawdown Largest peak-to-trough decline	-52.37%	-69.32%	+16.95%
Max Drawdown (1Y) Largest decline over 1 year	-14.64%	-28.62%	+13.98%
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 Drawdown Current decline from peak	-14.64%	-24.41%	+9.77%
Average Drawdown Average peak-to-trough decline	-11.54%	-13.79%	+2.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.32%	12.25%	-7.93%

Volatility

PINDX vs. LPLA - Volatility Comparison

The current volatility for Pioneer Disciplined Growth Fund (PINDX) is 5.70%, while LPL Financial Holdings Inc. (LPLA) has a volatility of 8.69%. 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.

Volatility by Period

	PINDX	LPLA	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	8.69%	-2.99%
Volatility (6M) Calculated over the trailing 6-month period	12.53%	27.00%	-14.47%
Volatility (1Y) Calculated over the trailing 1-year period	23.05%	38.90%	-15.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.57%	35.56%	-15.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.43%	38.27%	-18.84%