PIODX vs. PAGRX
Compare and contrast key facts about Pioneer Fund (PIODX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
PIODX is managed by Amundi. It was launched on Feb 10, 1928. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PIODX vs. PAGRX - Performance Comparison
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PIODX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | -1.25% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, PIODX achieves a -1.25% return, which is significantly lower than PAGRX's -0.28% return. Over the past 10 years, PIODX has underperformed PAGRX with an annualized return of 15.23%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
PIODX
- 1D
- 3.04%
- 1M
- -6.34%
- YTD
- -1.25%
- 6M
- 2.85%
- 1Y
- 30.24%
- 3Y*
- 22.27%
- 5Y*
- 12.78%
- 10Y*
- 15.23%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
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PIODX vs. PAGRX - Expense Ratio Comparison
PIODX has a 1.06% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
PIODX vs. PAGRX — Risk / Return Rank
PIODX
PAGRX
PIODX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
| PIODX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.74 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.49 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 3.21 | -0.78 |
Martin ratioReturn relative to average drawdown | 10.94 | 16.28 | -5.33 |
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
| PIODX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.74 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.72 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.78 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.53 | -0.01 |
Correlation
The correlation between PIODX and PAGRX is 0.88, 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
PIODX vs. PAGRX - Dividend Comparison
PIODX's dividend yield for the trailing twelve months is around 10.15%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | 10.15% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
PIODX vs. PAGRX - Drawdown Comparison
The maximum PIODX drawdown since its inception was -53.40%, roughly equal to the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for PIODX and PAGRX.
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Drawdown Indicators
| PIODX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -55.87% | +2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -13.80% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -36.52% | +9.97% |
Max Drawdown (10Y)Largest decline over 10 years | -30.14% | -38.01% | +7.87% |
Current DrawdownCurrent decline from peak | -7.26% | -5.77% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -8.62% | -10.09% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.73% | +0.11% |
Volatility
PIODX vs. PAGRX - Volatility Comparison
The current volatility for Pioneer Fund (PIODX) is 6.29%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 6.77%. This indicates that PIODX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIODX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.77% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 13.91% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 25.69% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 24.53% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 24.49% | -5.69% |