PIOBX vs. FXAIX
Compare and contrast key facts about Pioneer Bond Fund (PIOBX) and Fidelity 500 Index Fund (FXAIX).
PIOBX is managed by Amundi. It was launched on Oct 31, 1978. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
PIOBX vs. FXAIX - Performance Comparison
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PIOBX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIOBX Pioneer Bond Fund | -0.56% | 8.09% | 1.22% | 5.68% | -14.96% | 0.36% | 8.51% | 8.95% | -0.87% | 4.24% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, PIOBX achieves a -0.56% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, PIOBX has underperformed FXAIX with an annualized return of 2.06%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
PIOBX
- 1D
- 0.48%
- 1M
- -2.43%
- YTD
- -0.56%
- 6M
- 0.43%
- 1Y
- 4.23%
- 3Y*
- 3.53%
- 5Y*
- 0.04%
- 10Y*
- 2.06%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
PIOBX vs. FXAIX — Risk / Return Rank
PIOBX
FXAIX
PIOBX vs. FXAIX - Risk-Adjusted Trends 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.
| PIOBX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.84 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.30 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.05 | +0.75 |
Martin ratioReturn relative to average drawdown | 5.66 | 5.13 | +0.53 |
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
| PIOBX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.84 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.68 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.77 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.75 | -0.03 |
Correlation
The correlation between PIOBX and FXAIX is -0.06. 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.
Dividends
PIOBX vs. FXAIX - Dividend Comparison
PIOBX's dividend yield for the trailing twelve months is around 3.45%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOBX Pioneer Bond Fund | 3.45% | 3.78% | 3.31% | 2.46% | 1.62% | 5.71% | 4.62% | 3.02% | 3.13% | 3.01% | 2.97% | 3.05% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
PIOBX vs. FXAIX - Drawdown Comparison
The maximum PIOBX drawdown since its inception was -21.80%, 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.
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Drawdown Indicators
| PIOBX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.80% | -33.79% | +11.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.96% | -12.13% | +9.17% |
Max Drawdown (5Y)Largest decline over 5 years | -19.64% | -24.50% | +4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -19.64% | -33.79% | +14.15% |
Current DrawdownCurrent decline from peak | -3.18% | -8.89% | +5.71% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -3.83% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 2.50% | -1.55% |
Volatility
PIOBX vs. FXAIX - Volatility Comparison
The current volatility for Pioneer Bond Fund (PIOBX) is 1.53%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. 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.
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Volatility by Period
| PIOBX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 4.24% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 9.08% | -6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 18.13% | -13.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.97% | 16.88% | -10.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.91% | 18.03% | -13.12% |