Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) | 7.14% | 24.97% | 20.60% | 5.13% | 9.64% | 10.89% | 8.55% | … | … |
Data as of 06/09/2026, Common starting date is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) | 03/27/2006 | 06/09/2026 |
| 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 (%) | -4.14 | 24.97 | 20.60 | 5.13 | 9.64 | 10.89 | 8.55 | … | … | 7.14 | 21.43 | 19.44 | 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 | 1.40 | 0.97 | 0.12 | 0.36 | NA | NA | … | … | 0.82 | 0.79 | 1.12 | 1.83 | -0.97 | -0.18 | 0.13 | 2.51 | -0.35 | 3.34 | 0.29 | 0.21 | 1.13 | 2.99 | 0.86 | -0.07 | 0.69 | 1.41 | -1.06 | 0.58 | 0.28 |
| Standard Deviation(%) | NA | 16.87 | 18.08 | 23.25 | 22.59 | NA | NA | … | … | 18.73 | 23.55 | 14.07 | 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 | 14.54 | 23.43 | 45.53 | 45.53 | NA | NA | … | … | 12.36 | 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 | 4.72 | 4.72 | 2.13 | 6.15 | 8.24 | 6.58 | … | … | 0.00 | 4.92 | 6.83 | 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 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| INYDX (PIONEER DISCIPLINED GROWTH FUND PIONEER DISCIPLINED GROWTH FUND: CLASS Y SHARES) |
-13.26%
Apr 2006 – Apr 2009 |
-2.50%
May 2007 – May 2012 |
5.96%
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