PIOBX vs. FXAIX
Compare and contrast key facts about Pioneer Bond Fund (PIOBX) and Fidelity 500 Index Fund (FXAIX).
PIOBX is managed by Amundi US. It was launched on Oct 31, 1978. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOBX or FXAIX.
Correlation
The correlation between PIOBX and FXAIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PIOBX vs. FXAIX - Performance Comparison
Key characteristics
PIOBX:
1.51
FXAIX:
0.53
PIOBX:
2.26
FXAIX:
0.87
PIOBX:
1.27
FXAIX:
1.13
PIOBX:
0.67
FXAIX:
0.55
PIOBX:
4.12
FXAIX:
2.29
PIOBX:
2.12%
FXAIX:
4.55%
PIOBX:
5.81%
FXAIX:
19.55%
PIOBX:
-19.27%
FXAIX:
-33.79%
PIOBX:
-4.99%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, PIOBX achieves a 2.63% return, which is significantly higher than FXAIX's -5.72% return. Over the past 10 years, PIOBX has underperformed FXAIX with an annualized return of 1.95%, while FXAIX has yielded a comparatively higher 11.95% annualized return.
PIOBX
2.63%
0.59%
2.20%
8.88%
1.50%
1.95%
FXAIX
-5.72%
-2.90%
-4.27%
9.76%
15.73%
11.95%
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PIOBX vs. FXAIX - Expense Ratio Comparison
PIOBX has a 0.79% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PIOBX vs. FXAIX — Risk-Adjusted Performance Rank
PIOBX
FXAIX
PIOBX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Bond Fund (PIOBX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
PIOBX vs. FXAIX - Dividend Comparison
PIOBX's dividend yield for the trailing twelve months is around 4.70%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOBX Pioneer Bond Fund | 4.70% | 4.66% | 3.33% | 2.08% | 5.74% | 4.62% | 3.01% | 3.13% | 3.01% | 2.97% | 3.10% | 3.73% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
PIOBX vs. FXAIX - Drawdown Comparison
The maximum PIOBX drawdown since its inception was -19.27%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PIOBX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PIOBX vs. FXAIX - Volatility Comparison
The current volatility for Pioneer Bond Fund (PIOBX) is 2.27%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that PIOBX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.