PIODX vs. PSHYX
Compare and contrast key facts about Pioneer Fund (PIODX) and Pioneer Short Term Income Fund (PSHYX).
PIODX is managed by Amundi. It was launched on Feb 10, 1928. PSHYX is managed by Amundi. It was launched on Jul 8, 2004.
Performance
PIODX vs. PSHYX - Performance Comparison
Loading graphics...
PIODX vs. PSHYX - 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% |
PSHYX Pioneer Short Term Income Fund | -0.12% | 4.96% | 4.93% | 5.64% | -3.42% | 1.83% | 1.79% | 4.74% | 1.77% | 1.72% |
Returns By Period
In the year-to-date period, PIODX achieves a -1.25% return, which is significantly lower than PSHYX's -0.12% return. Over the past 10 years, PIODX has outperformed PSHYX with an annualized return of 15.23%, while PSHYX has yielded a comparatively lower 2.51% 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%
PSHYX
- 1D
- 0.00%
- 1M
- -0.79%
- YTD
- -0.12%
- 6M
- 0.65%
- 1Y
- 3.00%
- 3Y*
- 4.47%
- 5Y*
- 2.48%
- 10Y*
- 2.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIODX vs. PSHYX - Expense Ratio Comparison
PIODX has a 1.06% expense ratio, which is higher than PSHYX's 0.46% expense ratio.
Return for Risk
PIODX vs. PSHYX — Risk / Return Rank
PIODX
PSHYX
PIODX vs. PSHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Pioneer Short Term Income Fund (PSHYX). 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 | PSHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.51 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.72 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 3.15 | -0.71 |
Martin ratioReturn relative to average drawdown | 10.94 | 9.56 | +1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIODX | PSHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.51 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 1.12 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.02 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.32 | -0.80 |
Correlation
The correlation between PIODX and PSHYX 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
PIODX vs. PSHYX - Dividend Comparison
PIODX's dividend yield for the trailing twelve months is around 10.15%, more than PSHYX's 4.70% 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% |
PSHYX Pioneer Short Term Income Fund | 4.70% | 5.20% | 4.23% | 3.96% | 3.46% | 2.47% | 2.77% | 3.35% | 2.71% | 2.24% | 2.04% | 1.85% |
Drawdowns
PIODX vs. PSHYX - Drawdown Comparison
The maximum PIODX drawdown since its inception was -53.40%, which is greater than PSHYX's maximum drawdown of -12.98%. Use the drawdown chart below to compare losses from any high point for PIODX and PSHYX.
Loading graphics...
Drawdown Indicators
| PIODX | PSHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -12.98% | -40.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -1.13% | -11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -5.88% | -20.67% |
Max Drawdown (10Y)Largest decline over 10 years | -30.14% | -12.98% | -17.16% |
Current DrawdownCurrent decline from peak | -7.26% | -0.90% | -6.36% |
Average DrawdownAverage peak-to-trough decline | -8.62% | -0.63% | -7.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 0.37% | +2.47% |
Volatility
PIODX vs. PSHYX - Volatility Comparison
Pioneer Fund (PIODX) has a higher volatility of 6.29% compared to Pioneer Short Term Income Fund (PSHYX) at 0.53%. This indicates that PIODX's price experiences larger fluctuations and is considered to be riskier than PSHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIODX | PSHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 0.53% | +5.76% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 1.34% | +10.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 2.12% | +19.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 2.22% | +16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 2.47% | +16.33% |