AADBX vs. PMAIX
Compare and contrast key facts about American Beacon Balanced Fund (AADBX) and Pioneer Multi-Asset Income Fund A (PMAIX).
AADBX is managed by American Beacon. It was launched on Jul 16, 1987. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
AADBX vs. PMAIX - Performance Comparison
Loading graphics...
AADBX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADBX American Beacon Balanced Fund | -2.01% | 11.65% | 10.54% | 12.35% | -7.55% | 16.73% | 6.30% | 22.57% | -8.11% | 12.54% |
PMAIX Pioneer Multi-Asset Income Fund A | 0.80% | 23.03% | 6.09% | 7.32% | -0.79% | 12.00% | 5.35% | 10.88% | -6.10% | 17.97% |
Returns By Period
In the year-to-date period, AADBX achieves a -2.01% return, which is significantly lower than PMAIX's 0.80% return. Both investments have delivered pretty close results over the past 10 years, with AADBX having a 8.20% annualized return and PMAIX not far ahead at 8.45%.
AADBX
- 1D
- -0.07%
- 1M
- -4.94%
- YTD
- -2.01%
- 6M
- 0.27%
- 1Y
- 8.44%
- 3Y*
- 10.20%
- 5Y*
- 6.21%
- 10Y*
- 8.20%
PMAIX
- 1D
- 0.15%
- 1M
- -3.62%
- YTD
- 0.80%
- 6M
- 4.12%
- 1Y
- 16.77%
- 3Y*
- 11.84%
- 5Y*
- 7.92%
- 10Y*
- 8.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AADBX vs. PMAIX - Expense Ratio Comparison
AADBX has a 0.72% expense ratio, which is lower than PMAIX's 0.85% expense ratio.
Return for Risk
AADBX vs. PMAIX — Risk / Return Rank
AADBX
PMAIX
AADBX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Balanced Fund (AADBX) and Pioneer Multi-Asset Income Fund A (PMAIX). 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.
| AADBX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 2.39 | -1.58 |
Sortino ratioReturn per unit of downside risk | 1.18 | 3.02 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.51 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 2.32 | -1.35 |
Martin ratioReturn relative to average drawdown | 3.91 | 10.88 | -6.98 |
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
| AADBX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 2.39 | -1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.11 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 1.12 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.12 | -0.49 |
Correlation
The correlation between AADBX and PMAIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AADBX vs. PMAIX - Dividend Comparison
AADBX's dividend yield for the trailing twelve months is around 8.95%, more than PMAIX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADBX American Beacon Balanced Fund | 8.42% | 8.77% | 9.66% | 2.27% | 10.60% | 9.34% | 13.14% | 9.00% | 9.67% | 7.83% | 1.87% | 6.84% |
PMAIX Pioneer Multi-Asset Income Fund A | 5.82% | 6.29% | 5.30% | 5.14% | 4.53% | 5.50% | 5.39% | 5.78% | 5.83% | 6.69% | 5.53% | 5.92% |
Drawdowns
AADBX vs. PMAIX - Drawdown Comparison
The maximum AADBX drawdown since its inception was -41.05%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for AADBX and PMAIX.
Loading graphics...
Drawdown Indicators
| AADBX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.05% | -24.12% | -16.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -7.06% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -17.79% | -13.97% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | -28.13% | -24.12% | -4.01% |
Current DrawdownCurrent decline from peak | -5.37% | -3.62% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -2.68% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 1.51% | +0.58% |
Volatility
AADBX vs. PMAIX - Volatility Comparison
American Beacon Balanced Fund (AADBX) has a higher volatility of 2.80% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that AADBX's price experiences larger fluctuations and is considered to be riskier than PMAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AADBX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 2.19% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 4.15% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 7.19% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.62% | 7.20% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.43% | 7.58% | +4.85% |