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PIOBX vs. GLOSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PIOBX vs. GLOSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Bond Fund (PIOBX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). The values are adjusted to include any dividend payments, if applicable.

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PIOBX vs. GLOSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PIOBX
Pioneer Bond Fund
-0.56%8.09%1.22%5.68%-14.96%0.36%8.51%8.95%-0.87%4.24%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
-2.65%41.25%11.45%16.70%-9.75%23.28%17.79%23.30%-16.32%21.90%

Returns By Period

In the year-to-date period, PIOBX achieves a -0.56% return, which is significantly higher than GLOSX's -2.65% return. Over the past 10 years, PIOBX has underperformed GLOSX with an annualized return of 2.06%, while GLOSX has yielded a comparatively higher 12.09% 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%

GLOSX

1D
-0.36%
1M
-9.68%
YTD
-2.65%
6M
3.03%
1Y
30.29%
3Y*
19.39%
5Y*
12.65%
10Y*
12.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PIOBX vs. GLOSX - Expense Ratio Comparison

PIOBX has a 0.79% expense ratio, which is lower than GLOSX's 1.10% expense ratio.


Return for Risk

PIOBX vs. GLOSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIOBX
PIOBX Risk / Return Rank: 6060
Overall Rank
PIOBX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
PIOBX Sortino Ratio Rank: 5959
Sortino Ratio Rank
PIOBX Omega Ratio Rank: 4545
Omega Ratio Rank
PIOBX Calmar Ratio Rank: 7777
Calmar Ratio Rank
PIOBX Martin Ratio Rank: 5959
Martin Ratio Rank

GLOSX
GLOSX Risk / Return Rank: 8888
Overall Rank
GLOSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
GLOSX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GLOSX Omega Ratio Rank: 8787
Omega Ratio Rank
GLOSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GLOSX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PIOBX vs. GLOSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Bond Fund (PIOBX) and Pioneer Global Sustainable Equity Fund Class A (GLOSX). 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.


PIOBXGLOSXDifference

Sharpe ratio

Return per unit of total volatility

1.06

1.82

-0.76

Sortino ratio

Return per unit of downside risk

1.53

2.40

-0.86

Omega ratio

Gain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratio

Return relative to maximum drawdown

1.81

2.24

-0.43

Martin ratio

Return relative to average drawdown

5.66

9.93

-4.27

PIOBX vs. GLOSX - Sharpe Ratio Comparison

The current PIOBX Sharpe Ratio is 1.06, which is lower than the GLOSX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of PIOBX and GLOSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PIOBXGLOSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.82

-0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.82

-0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.72

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.44

+0.28

Correlation

The correlation between PIOBX and GLOSX is -0.09. 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. GLOSX - Dividend Comparison

PIOBX's dividend yield for the trailing twelve months is around 3.45%, less than GLOSX's 11.85% yield.


TTM20252024202320222021202020192018201720162015
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%
GLOSX
Pioneer Global Sustainable Equity Fund Class A
11.85%11.53%7.73%1.55%6.04%21.00%0.87%0.93%10.44%1.27%1.25%0.60%

Drawdowns

PIOBX vs. GLOSX - Drawdown Comparison

The maximum PIOBX drawdown since its inception was -21.80%, smaller than the maximum GLOSX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PIOBX and GLOSX.


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Drawdown Indicators


PIOBXGLOSXDifference

Max Drawdown

Largest peak-to-trough decline

-21.80%

-54.40%

+32.60%

Max Drawdown (1Y)

Largest decline over 1 year

-2.96%

-12.42%

+9.46%

Max Drawdown (5Y)

Largest decline over 5 years

-19.64%

-23.72%

+4.08%

Max Drawdown (10Y)

Largest decline over 10 years

-19.64%

-33.59%

+13.95%

Current Drawdown

Current decline from peak

-3.18%

-10.04%

+6.86%

Average Drawdown

Average peak-to-trough decline

-3.56%

-9.86%

+6.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

2.80%

-1.85%

Volatility

PIOBX vs. GLOSX - Volatility Comparison

The current volatility for Pioneer Bond Fund (PIOBX) is 1.53%, while Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a volatility of 4.78%. This indicates that PIOBX experiences smaller price fluctuations and is considered to be less risky than GLOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PIOBXGLOSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.53%

4.78%

-3.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.47%

10.17%

-7.70%

Volatility (1Y)

Calculated over the trailing 1-year period

4.46%

16.66%

-12.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.97%

15.48%

-9.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.91%

16.78%

-11.87%