Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) | -5.54% | -0.86% | 8.98% | 0.85% | 5.72% | 9.57% | NA | 6.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) | 03/27/2006 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 03/27/2006.
AR inception is since 03/27/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | -0.86 | 8.98 | 0.85 | 5.72 | 9.57 | NA | 6.63 | -5.54 | 12.85 | 28.84 | -26.08 | -5.24 | 5.76 | 35.86 | -4.89 | 26.69 | 4.06 | 3.34 | 14.42 | 45.94 | 13.78 | -1.77 | 14.84 | 43.48 | -48.54 | 13.15 | 5.61 |
| Sharpe Ratio | NA | -0.18 | 0.12 | -0.04 | 0.18 | NA | NA | 0.23 | -0.48 | 0.42 | 1.78 | -0.97 | -0.18 | 0.13 | 2.52 | -0.35 | 3.35 | 0.29 | 0.21 | 1.13 | 2.99 | 0.86 | -0.07 | 0.69 | 1.41 | -1.06 | 0.59 | 0.29 |
| Standard Deviation(%) | NA | 23.36 | 21.52 | 25.65 | 22.59 | NA | NA | 23.52 | 34.08 | 14.90 | 13.93 | 28.34 | 30.04 | 40.84 | 13.67 | 17.78 | 7.82 | 13.21 | 16.00 | 12.79 | 15.38 | 16.18 | 26.77 | 21.25 | 30.74 | 46.41 | 17.22 | 14.12 |
| Draw Down(%) | NA | 25.88 | 25.88 | 45.53 | 45.53 | NA | NA | 61.83 | 23.43 | 9.27 | 10.84 | 28.35 | 28.30 | 29.79 | 7.63 | 19.12 | 2.67 | 10.03 | 12.47 | 8.19 | 5.23 | 13.20 | 21.16 | 18.33 | 26.46 | 59.84 | 10.85 | 11.57 |
| Yield(%) | 0.00 | 0.00 | 0.26 | 0.12 | 5.30 | 8.55 | 5.50 | 5.79 | 0.00 | 0.00 | 0.34 | 0.36 | 0.00 | 0.00 | 6.81 | 19.80 | 14.22 | 8.45 | 6.22 | 6.87 | 11.27 | 0.00 | 0.00 | 0.00 | 0.24 | 0.45 | 8.09 | 9.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) |
-13.26%
Apr 2006 - Apr 2009 |
-2.50%
May 2007 - May 2012 |
5.36%
Mar 2015 - Mar 2025 |
4.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) |
29.20%
Feb 2009 - Feb 2012 |
26.47%
Feb 2009 - Feb 2014 |
18.22%
Feb 2009 - Feb 2019 |
13.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart