PINDX vs. PIOTX
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Pioneer Core Equity Fund (PIOTX).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
PINDX vs. PIOTX - Performance Comparison
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PINDX vs. PIOTX - 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% |
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than PIOTX's -2.50% return. Over the past 10 years, PINDX has outperformed PIOTX with an annualized return of 13.96%, while PIOTX has yielded a comparatively lower 12.27% 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%
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
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PINDX vs. PIOTX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than PIOTX's 0.88% expense ratio.
Return for Risk
PINDX vs. PIOTX — Risk / Return Rank
PINDX
PIOTX
PINDX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Pioneer Core Equity Fund (PIOTX). 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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.00 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.49 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.23 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.87 | 5.22 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PINDX | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.00 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.51 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.69 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.13 | +0.32 |
Correlation
The correlation between PINDX and PIOTX is 0.92, 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. PIOTX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 5.06%, less than PIOTX's 7.73% 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% |
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
PINDX vs. PIOTX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for PINDX and PIOTX.
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Drawdown Indicators
| PINDX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -66.24% | +13.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -12.86% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -26.49% | -2.28% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -31.79% | +1.97% |
Current DrawdownCurrent decline from peak | -14.64% | -8.16% | -6.48% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -20.26% | +8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 3.02% | +1.30% |
Volatility
PINDX vs. PIOTX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.70% compared to Pioneer Core Equity Fund (PIOTX) at 3.09%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 3.09% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.24% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 18.67% | +4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 16.91% | +2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.96% | +1.47% |