PortfoliosLab logoPortfoliosLab logo
ISIN
US72387P6438
CUSIP
72387P643
Issuer
Amundi
Inception Date
Dec 22, 2011
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

PMAIX Performance Chart

Pioneer Multi-Asset Income Fund A (PMAIX) is up 5.8% since the beginning of the year. PMAIX is currently trading at $14 per share. Investors who bought $1,000 worth of PMAIX shares 5 years ago would now be looking at an investment worth $1,470.


Loading charts...

S&P 500 Index

Returns By Period

Pioneer Multi-Asset Income Fund A (PMAIX) has returned 5.84% so far this year and 17.14% over the past 12 months. Over the last ten years, PMAIX has returned 8.70% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Pioneer Multi-Asset Income Fund A

1D
0.30%
1M
1.00%
YTD
5.84%
6M
7.30%
1Y
17.14%
3Y*
13.52%
5Y*
8.01%
10Y*
8.70%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PMAIX Monthly Returns History

Based on dividend-adjusted daily data since Dec 22, 2011, PMAIX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +8.0%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PMAIX closed higher 50% of trading days. The best single day was Nov 10, 2020 with a return of +3.5%, while the worst single day was Mar 12, 2020 at -4.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.47%2.07%-2.64%3.15%0.25%0.52%5.84%
20253.00%1.72%1.36%-0.33%4.43%3.61%0.16%2.31%1.49%0.16%1.34%1.77%23.03%
20240.45%0.80%2.93%-0.43%1.14%-1.64%3.78%1.62%0.67%-1.34%0.86%-2.73%6.09%
20234.69%-1.75%-1.88%0.99%-2.01%2.58%3.16%-1.06%-0.36%-2.06%2.66%2.45%7.32%
20222.20%-2.23%1.09%-2.62%1.95%-7.22%3.15%0.44%-6.12%5.15%4.83%-0.55%-0.79%
20210.23%2.51%4.33%1.59%2.25%-0.37%-1.56%0.99%0.90%-0.12%-2.03%2.85%12.00%

Benchmark Metrics

Pioneer Multi-Asset Income Fund A has an annualized alpha of 4.52%, beta of 0.27, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since December 23, 2011.

  • This fund participated in 49.67% of S&P 500 Index downside but only 48.75% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.27 may look defensive, but with R2 of 0.40 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.40 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
4.52%
Beta
0.27
0.40
Upside Capture
48.75%
Downside Capture
49.67%

Expense Ratio

PMAIX has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PMAIX ranks 88 for risk / return — in the top 88% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PMAIX Risk / Return Rank: 8888
Overall Rank
PMAIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
PMAIX Sortino Ratio Rank: 9393
Sortino Ratio Rank
PMAIX Omega Ratio Rank: 8686
Omega Ratio Rank
PMAIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PMAIX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund A (PMAIX) and compare them to S&P 500 Index.


PMAIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.88

Sortino ratioReturn per unit of downside risk

+1.73

Omega ratioGain probability vs. loss probability

1.60

1.41

+0.20

Calmar ratioReturn relative to maximum drawdown

4.33

2.93

+1.40

Martin ratioReturn relative to average drawdown

15.26

13.52

+1.74

Dividends

Dividend History

Pioneer Multi-Asset Income Fund A provided a 6.12% dividend yield over the last twelve months, with an annual payout of $0.83 per share. The fund has been increasing its distributions for 3 consecutive years.


4.50%5.00%5.50%6.00%6.50%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.83$0.82$0.60$0.58$0.50$0.64$0.59$0.64$0.62$0.79$0.60$0.60

Dividend yield

6.12%6.29%5.30%5.14%4.53%5.50%5.39%5.78%5.83%6.69%5.53%5.92%

Monthly Dividends

The table displays the monthly dividend distributions for Pioneer Multi-Asset Income Fund A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.06$0.06$0.06$0.06$0.06$0.00$0.30
2025$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.16$0.82
2024$0.06$0.06$0.06$0.06$0.00$0.00$0.06$0.06$0.06$0.06$0.06$0.06$0.60
2023$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.00$0.00$0.00$0.06$0.18$0.58
2022$0.05$0.05$0.05$0.05$0.00$0.00$0.02$0.05$0.05$0.05$0.05$0.11$0.50
2021$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.15$0.64

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Pioneer Multi-Asset Income Fund A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pioneer Multi-Asset Income Fund A was 24.12%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-24.12%Mar 2020
2mo 2d7mo 22d
9mo 24dJan 2020 - Nov 2020
2016 correction2016
-15.47%Feb 2016
8mo 29d10mo
1y 6moMay 2015 - Dec 2016
Bear market2022
-13.97%Sep 2022
7mo 19d10mo 2d
1y 5moFeb 2022 - Jul 2023
Rate-hike selloffLate 2018
-10.02%Dec 2018
10mo 29d11mo 24d
1y 10moJan 2018 - Dec 2019
2014 pullback2014
-8.17%Dec 2014
5mo 17d4mo 29d
10mo 16dJul 2014 - May 2015

Drawdown Indicators


PMAIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.12%

-56.78%

+32.66%

Max Drawdown (1Y)

Largest decline over 1 year

-4.07%

-9.10%

+5.03%

Max Drawdown (3Y)

Largest decline over 3 years

-7.99%

-18.90%

+10.91%

Max Drawdown (5Y)

Largest decline over 5 years

-13.97%

-25.43%

+11.46%

Max Drawdown (10Y)

Largest decline over 10 years

-24.12%

-33.92%

+9.80%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-2.66%

-10.72%

+8.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

1.97%

-0.82%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with PMAIX

Add Pioneer Multi-Asset Income Fund A to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with PMAIX