Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDCX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS C SHARES) | 10.18% | 30.01% | 21.00% | 12.64% | 15.65% | 14.25% | 10.65% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDCX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS C SHARES) | 03/27/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 30.01 | 21.00 | 12.64 | 15.65 | 14.25 | 10.65 | … | … | 10.18 | 20.25 | 18.33 | 27.64 | -22.05 | 24.66 | 33.91 | 34.43 | -5.63 | 25.39 | 2.92 | 2.10 | 13.07 | 44.36 | 12.32 | -2.97 | 13.22 | 41.60 | -49.25 | 11.85 | 5.00 |
| Sharpe Ratio | NA | 1.86 | 1.02 | 0.51 | 0.72 | NA | NA | … | … | 1.41 | 0.74 | 1.03 | 1.74 | -0.85 | 1.81 | 0.99 | 2.40 | -0.40 | 3.18 | 0.20 | 0.13 | 1.02 | 2.87 | 0.77 | -0.11 | 0.62 | 1.35 | -1.07 | 0.51 | 0.22 |
| Standard Deviation(%) | NA | 16.53 | 18.07 | 19.71 | 19.56 | NA | NA | … | … | 18.38 | 23.59 | 14.34 | 13.88 | 27.60 | 13.59 | 33.91 | 13.72 | 17.81 | 7.82 | 13.27 | 16.00 | 12.75 | 15.42 | 16.16 | 26.80 | 21.32 | 30.72 | 46.60 | 17.18 | 14.11 |
| Draw Down(%) | NA | 14.87 | 23.66 | 29.21 | 29.89 | NA | NA | … | … | 12.53 | 23.66 | 9.36 | 11.10 | 28.80 | 5.78 | 29.89 | 7.67 | 19.28 | 2.77 | 10.11 | 12.54 | 8.28 | 5.20 | 13.31 | 21.39 | 18.61 | 26.49 | 60.33 | 11.10 | 11.66 |
| Yield(%) | 0.00 | 7.78 | 7.04 | 11.08 | 14.06 | 14.87 | 10.56 | … | … | 0.00 | 7.94 | 10.19 | 0.00 | 7.24 | 39.84 | 33.54 | 7.57 | 22.52 | 15.48 | 8.76 | 6.10 | 6.33 | 10.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.55 | 9.32 |
Data as of 06/03/2026, Common starting date is 03/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDCX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS C SHARES) |
-14.23%
Apr 2006 – Apr 2009 |
-3.77%
May 2007 – May 2012 |
5.16%
Oct 2006 – Oct 2016 |
7.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDCX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS C SHARES) |
30.92%
Dec 2018 – Dec 2021 |
24.89%
Feb 2009 – Feb 2014 |
17.73%
Dec 2011 – Dec 2021 |
16.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
