EVFCX vs. PMAIX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Pioneer Multi-Asset Income Fund A (PMAIX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
EVFCX vs. PMAIX - Performance Comparison
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EVFCX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -0.48% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.53% |
PMAIX Pioneer Multi-Asset Income Fund A | 1.34% | 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, EVFCX achieves a -0.48% return, which is significantly lower than PMAIX's 1.34% return.
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
PMAIX
- 1D
- 0.54%
- 1M
- -2.74%
- YTD
- 1.34%
- 6M
- 4.36%
- 1Y
- 17.30%
- 3Y*
- 12.04%
- 5Y*
- 7.98%
- 10Y*
- 8.51%
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EVFCX vs. PMAIX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than PMAIX's 0.85% expense ratio.
Return for Risk
EVFCX vs. PMAIX — Risk / Return Rank
EVFCX
PMAIX
EVFCX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) 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.
| EVFCX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 2.43 | -1.00 |
Sortino ratioReturn per unit of downside risk | 2.05 | 3.08 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.52 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.50 | -0.39 |
Martin ratioReturn relative to average drawdown | 8.31 | 11.66 | -3.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVFCX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 2.43 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 1.11 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.12 | -0.49 |
Correlation
The correlation between EVFCX and PMAIX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EVFCX vs. PMAIX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.84%, less than PMAIX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.84% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% | 0.00% |
PMAIX Pioneer Multi-Asset Income Fund A | 5.79% | 6.29% | 5.30% | 5.14% | 4.53% | 5.50% | 5.39% | 5.78% | 5.83% | 6.69% | 5.53% | 5.92% |
Drawdowns
EVFCX vs. PMAIX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum PMAIX drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for EVFCX and PMAIX.
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Drawdown Indicators
| EVFCX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -24.12% | +5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -7.06% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -13.97% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.12% | — |
Current DrawdownCurrent decline from peak | -3.30% | -3.10% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -2.69% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 1.52% | -0.36% |
Volatility
EVFCX vs. PMAIX - Volatility Comparison
E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 3.04% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.29%. This indicates that EVFCX'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
| EVFCX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 2.29% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 4.36% | 4.18% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 7.19% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 7.20% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 7.58% | -1.03% |