PSHYX vs. PINDX
Compare and contrast key facts about Pioneer Short Term Income Fund (PSHYX) and Pioneer Disciplined Growth Fund (PINDX).
PSHYX is managed by Amundi. It was launched on Jul 8, 2004. PINDX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PSHYX vs. PINDX - Performance Comparison
Loading graphics...
PSHYX vs. PINDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PINDX Pioneer Disciplined Growth Fund | -7.35% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
Returns By Period
In the year-to-date period, PSHYX achieves a -0.12% return, which is significantly higher than PINDX's -7.35% return. Over the past 10 years, PSHYX has underperformed PINDX with an annualized return of 2.51%, while PINDX has yielded a comparatively higher 14.38% annualized return.
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%
PINDX
- 1D
- 3.80%
- 1M
- -4.88%
- YTD
- -7.35%
- 6M
- -6.31%
- 1Y
- 23.30%
- 3Y*
- 16.15%
- 5Y*
- 10.30%
- 10Y*
- 14.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSHYX vs. PINDX - Expense Ratio Comparison
PSHYX has a 0.46% expense ratio, which is lower than PINDX's 1.05% expense ratio.
Return for Risk
PSHYX vs. PINDX — Risk / Return Rank
PSHYX
PINDX
PSHYX vs. PINDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Short Term Income Fund (PSHYX) and Pioneer Disciplined Growth Fund (PINDX). 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.
| PSHYX | PINDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.05 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.72 | 1.61 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 1.66 | +1.49 |
Martin ratioReturn relative to average drawdown | 9.56 | 5.55 | +4.02 |
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
| PSHYX | PINDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.05 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.12 | 0.53 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.74 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.45 | +0.87 |
Correlation
The correlation between PSHYX and PINDX is -0.05. 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
PSHYX vs. PINDX - Dividend Comparison
PSHYX's dividend yield for the trailing twelve months is around 4.70%, less than PINDX's 4.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PINDX Pioneer Disciplined Growth Fund | 4.87% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
Drawdowns
PSHYX vs. PINDX - Drawdown Comparison
The maximum PSHYX drawdown since its inception was -12.98%, smaller than the maximum PINDX drawdown of -52.37%. Use the drawdown chart below to compare losses from any high point for PSHYX and PINDX.
Loading graphics...
Drawdown Indicators
| PSHYX | PINDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.98% | -52.37% | +39.39% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | -14.64% | +13.51% |
Max Drawdown (5Y)Largest decline over 5 years | -5.88% | -28.77% | +22.89% |
Max Drawdown (10Y)Largest decline over 10 years | -12.98% | -29.82% | +16.84% |
Current DrawdownCurrent decline from peak | -0.90% | -11.39% | +10.49% |
Average DrawdownAverage peak-to-trough decline | -0.63% | -11.54% | +10.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 4.38% | -4.01% |
Volatility
PSHYX vs. PINDX - Volatility Comparison
The current volatility for Pioneer Short Term Income Fund (PSHYX) is 0.53%, while Pioneer Disciplined Growth Fund (PINDX) has a volatility of 7.04%. This indicates that PSHYX experiences smaller price fluctuations and is considered to be less risky than PINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSHYX | PINDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 7.04% | -6.51% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 13.09% | -11.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.12% | 23.31% | -21.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.22% | 19.64% | -17.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 19.47% | -17.00% |