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 16.65%/yr vs 30.49%/yr for LPLA. At a 0.48 correlation, their price movements are largely independent.
Performance
PINDX vs. LPLA - Performance Comparison
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Returns By Period
In the year-to-date period, PINDX achieves a 7.91% return, which is significantly higher than LPLA's -17.21% return. Over the past 10 years, PINDX has underperformed LPLA with an annualized return of 16.65%, while LPLA has yielded a comparatively higher 30.49% annualized return.
PINDX
- 1D
- -1.08%
- 1M
- -1.08%
- YTD
- 7.91%
- 6M
- 6.96%
- 1Y
- 25.15%
- 3Y*
- 20.12%
- 5Y*
- 12.33%
- 10Y*
- 16.65%
LPLA
- 1D
- -0.85%
- 1M
- 3.26%
- YTD
- -17.21%
- 6M
- -21.00%
- 1Y
- -20.88%
- 3Y*
- 12.80%
- 5Y*
- 16.75%
- 10Y*
- 30.49%
PINDX vs. LPLA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 7.91% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
LPLA LPL Financial Holdings Inc. | -17.21% | 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 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 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 0.28 (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 | +2.10 | ||
| Sortino ratioReturn per unit of downside risk | +2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.92 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | -0.63 | +2.44 |
| Martin ratioReturn relative to average drawdown | 6.04 | -1.26 | +7.30 |
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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% | -33.12% | +18.48% |
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 | -3.86% | -25.77% | +21.91% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -13.94% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 16.62% | -12.26% |
Volatility
PINDX vs. LPLA - Volatility Comparison
The current volatility for Pioneer Disciplined Growth Fund (PINDX) is 6.18%, while LPL Financial Holdings Inc. (LPLA) has a volatility of 10.13%. 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 | 6.18% | 10.13% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 27.87% | -14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 36.40% | -19.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 36.02% | -16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 37.94% | -18.33% |
Dividends
PINDX vs. LPLA - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 4.18%, more than LPLA's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.41% | 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 | 4.18% | 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 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LPLA has higher volatility (10.13%) compared to PINDX (6.18%). In terms of maximum drawdown, PINDX dropped -52.37% vs LPLA's -69.32%.
PINDX currently has the higher Sharpe Ratio (1.52 vs -0.58), 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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