PINDX vs. PIODX
PINDX (Pioneer Disciplined Growth Fund) and PIODX (Pioneer Fund) are both mutual funds - PINDX is a Large Cap Growth Equities fund managed by Amundi, while PIODX is a Large Cap Blend Equities fund managed by Amundi. Over the past 10 years, PINDX returned 15.99%/yr vs 15.88%/yr for PIODX. Their correlation of 0.93 means they have usually moved in the same direction. PINDX charges 1.05%/yr vs 1.06%/yr for PIODX.
Performance
PINDX vs. PIODX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with PINDX having a 8.48% return and PIODX slightly lower at 8.29%. Both investments have delivered pretty close results over the past 10 years, with PINDX having a 15.99% annualized return and PIODX not far behind at 15.88%.
PINDX
- 1D
- 1.36%
- 1M
- -0.30%
- 6M
- 7.77%
- YTD
- 8.48%
- 1Y
- 17.86%
- 3Y*
- 17.84%
- 5Y*
- 11.42%
- 10Y*
- 15.99%
- ALL TIME*
- 9.35%
PIODX
- 1D
- 1.02%
- 1M
- -1.16%
- 6M
- 4.01%
- YTD
- 8.29%
- 1Y
- 19.22%
- 3Y*
- 20.67%
- 5Y*
- 12.63%
- 10Y*
- 15.88%
- ALL TIME*
- 8.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PIODX Pioneer Fund | $0.00 | $0.00 | $0.00 |
PINDX vs. PIODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 8.48% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
PIODX Pioneer Fund | 8.29% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
Correlation
The correlation between PINDX and PIODX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 1998 | 0.93 |
The correlation between PINDX and PIODX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
PINDX vs. PIODX — Risk / Return Rank
PINDX
PIODX
PINDX vs. PIODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Pioneer Fund (PIODX). 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 | PIODX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.73 | -0.67 |
| Martin ratioReturn relative to average drawdown | 3.41 | 6.32 | -2.90 |
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Drawdowns
PINDX vs. PIODX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, roughly equal to the maximum PIODX drawdown of -53.40%. Use the drawdown chart below to compare losses from any high point for PINDX and PIODX.
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Drawdown Indicators
| PINDX | PIODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -53.40% | +1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -9.99% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -23.52% | -21.52% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -26.55% | -2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -30.14% | +0.32% |
Current DrawdownCurrent decline from peak | -3.36% | -4.46% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -8.58% | -2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 2.73% | +1.82% |
Volatility
PINDX vs. PIODX - Volatility Comparison
The current volatility for Pioneer Disciplined Growth Fund (PINDX) is 4.84%, while Pioneer Fund (PIODX) has a volatility of 5.15%. This indicates that PINDX experiences smaller price fluctuations and is considered to be less risky than PIODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | PIODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 5.15% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 12.90% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 16.54% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.98% | 19.39% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 18.96% | +0.66% |
PINDX vs. PIODX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is lower than PIODX's 1.06% expense ratio.
Dividends
PINDX vs. PIODX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 4.16%, less than PIODX's 9.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 4.16% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
PIODX Pioneer Fund | 9.20% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
Frequently Asked Questions
With a correlation of 0.91, PINDX and PIODX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
PIODX has higher volatility (5.15%) compared to PINDX (4.84%). In terms of maximum drawdown, PINDX dropped -52.37% vs PIODX's -53.40%.
PIODX currently has the higher Sharpe Ratio (1.04 vs 0.87), 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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