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AMECX vs. PMAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMECX vs. PMAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Income Fund of America Class A (AMECX) and Pioneer Multi-Asset Income Fund A (PMAIX). The values are adjusted to include any dividend payments, if applicable.

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AMECX vs. PMAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMECX
American Funds The Income Fund of America Class A
1.48%17.77%10.84%6.79%-6.40%17.37%4.49%18.50%-5.27%12.58%
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, AMECX achieves a 1.48% return, which is significantly higher than PMAIX's 0.80% return. Both investments have delivered pretty close results over the past 10 years, with AMECX having a 8.21% annualized return and PMAIX not far ahead at 8.45%.


AMECX

1D
0.23%
1M
-5.74%
YTD
1.48%
6M
4.22%
1Y
14.19%
3Y*
11.95%
5Y*
7.95%
10Y*
8.21%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMECX vs. PMAIX - Expense Ratio Comparison

AMECX has a 0.56% expense ratio, which is lower than PMAIX's 0.85% expense ratio.


Return for Risk

AMECX vs. PMAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMECX
AMECX Risk / Return Rank: 8181
Overall Rank
AMECX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
AMECX Sortino Ratio Rank: 8383
Sortino Ratio Rank
AMECX Omega Ratio Rank: 8282
Omega Ratio Rank
AMECX Calmar Ratio Rank: 7575
Calmar Ratio Rank
AMECX Martin Ratio Rank: 8181
Martin Ratio Rank

PMAIX
PMAIX Risk / Return Rank: 9393
Overall Rank
PMAIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PMAIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
PMAIX Omega Ratio Rank: 9595
Omega Ratio Rank
PMAIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PMAIX Martin Ratio Rank: 9292
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.

AMECX vs. PMAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Income Fund of America Class A (AMECX) 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.


AMECXPMAIXDifference

Sharpe ratio

Return per unit of total volatility

1.55

2.39

-0.84

Sortino ratio

Return per unit of downside risk

2.13

3.02

-0.90

Omega ratio

Gain probability vs. loss probability

1.32

1.51

-0.19

Calmar ratio

Return relative to maximum drawdown

1.71

2.32

-0.61

Martin ratio

Return relative to average drawdown

8.01

10.88

-2.87

AMECX vs. PMAIX - Sharpe Ratio Comparison

The current AMECX Sharpe Ratio is 1.55, which is lower than the PMAIX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of AMECX and PMAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMECXPMAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

2.39

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

1.11

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

1.12

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

1.12

-0.40

Correlation

The correlation between AMECX and PMAIX is 0.72, 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

AMECX vs. PMAIX - Dividend Comparison

AMECX's dividend yield for the trailing twelve months is around 9.86%, more than PMAIX's 5.82% yield.


TTM20252024202320222021202020192018201720162015
AMECX
American Funds The Income Fund of America Class A
9.86%9.94%6.38%2.93%6.98%6.67%2.80%5.01%7.48%4.26%3.09%5.09%
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

AMECX vs. PMAIX - Drawdown Comparison

The maximum AMECX drawdown since its inception was -41.92%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for AMECX and PMAIX.


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Drawdown Indicators


AMECXPMAIXDifference

Max Drawdown

Largest peak-to-trough decline

-41.92%

-24.12%

-17.80%

Max Drawdown (1Y)

Largest decline over 1 year

-8.19%

-7.06%

-1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-15.78%

-13.97%

-1.81%

Max Drawdown (10Y)

Largest decline over 10 years

-26.13%

-24.12%

-2.01%

Current Drawdown

Current decline from peak

-5.74%

-3.62%

-2.12%

Average Drawdown

Average peak-to-trough decline

-4.46%

-2.68%

-1.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

1.51%

+0.23%

Volatility

AMECX vs. PMAIX - Volatility Comparison

American Funds The Income Fund of America Class A (AMECX) has a higher volatility of 2.94% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that AMECX'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.


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Volatility by Period


AMECXPMAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.94%

2.19%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

5.49%

4.15%

+1.34%

Volatility (1Y)

Calculated over the trailing 1-year period

9.48%

7.19%

+2.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.44%

7.20%

+2.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.66%

7.58%

+3.08%