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GAIOX vs. PMAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GAIOX vs. PMAIX - Performance Comparison

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

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GAIOX vs. PMAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAIOX
American Funds Growth and Income Portfolio
-4.74%17.92%14.54%18.77%-15.88%16.31%16.35%21.90%-5.91%19.13%
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, GAIOX achieves a -4.74% return, which is significantly lower than PMAIX's 0.80% return. Over the past 10 years, GAIOX has outperformed PMAIX with an annualized return of 9.66%, while PMAIX has yielded a comparatively lower 8.45% annualized return.


GAIOX

1D
-0.20%
1M
-7.99%
YTD
-4.74%
6M
-2.22%
1Y
13.39%
3Y*
13.37%
5Y*
7.53%
10Y*
9.66%

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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GAIOX vs. PMAIX - Expense Ratio Comparison

GAIOX has a 0.66% expense ratio, which is lower than PMAIX's 0.85% expense ratio.


Return for Risk

GAIOX vs. PMAIX — Risk / Return Rank

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

GAIOX
GAIOX Risk / Return Rank: 6161
Overall Rank
GAIOX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
GAIOX Sortino Ratio Rank: 6464
Sortino Ratio Rank
GAIOX Omega Ratio Rank: 5959
Omega Ratio Rank
GAIOX Calmar Ratio Rank: 6060
Calmar Ratio Rank
GAIOX Martin Ratio Rank: 6363
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.

GAIOX vs. PMAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.


GAIOXPMAIXDifference

Sharpe ratio

Return per unit of total volatility

1.07

2.39

-1.32

Sortino ratio

Return per unit of downside risk

1.59

3.02

-1.43

Omega ratio

Gain probability vs. loss probability

1.22

1.51

-0.29

Calmar ratio

Return relative to maximum drawdown

1.37

2.32

-0.95

Martin ratio

Return relative to average drawdown

6.01

10.88

-4.88

GAIOX vs. PMAIX - Sharpe Ratio Comparison

The current GAIOX Sharpe Ratio is 1.07, which is lower than the PMAIX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of GAIOX 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


GAIOXPMAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

2.39

-1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

1.11

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

1.12

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

1.12

-0.32

Correlation

The correlation between GAIOX and PMAIX is 0.65, 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

GAIOX vs. PMAIX - Dividend Comparison

GAIOX's dividend yield for the trailing twelve months is around 5.77%, which matches PMAIX's 5.82% yield.


TTM20252024202320222021202020192018201720162015
GAIOX
American Funds Growth and Income Portfolio
5.77%5.50%4.81%2.81%6.45%5.13%4.00%5.51%6.10%3.45%4.39%4.60%
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

GAIOX vs. PMAIX - Drawdown Comparison

The maximum GAIOX drawdown since its inception was -26.55%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for GAIOX and PMAIX.


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Drawdown Indicators


GAIOXPMAIXDifference

Max Drawdown

Largest peak-to-trough decline

-26.55%

-24.12%

-2.43%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

-7.06%

-1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

-13.97%

-9.14%

Max Drawdown (10Y)

Largest decline over 10 years

-26.55%

-24.12%

-2.43%

Current Drawdown

Current decline from peak

-8.32%

-3.62%

-4.70%

Average Drawdown

Average peak-to-trough decline

-3.47%

-2.68%

-0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

1.51%

+0.50%

Volatility

GAIOX vs. PMAIX - Volatility Comparison

American Funds Growth and Income Portfolio (GAIOX) has a higher volatility of 3.98% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that GAIOX'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


GAIOXPMAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.98%

2.19%

+1.79%

Volatility (6M)

Calculated over the trailing 6-month period

7.59%

4.15%

+3.44%

Volatility (1Y)

Calculated over the trailing 1-year period

12.66%

7.19%

+5.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.49%

7.20%

+5.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.12%

7.58%

+5.54%