HCMKX vs. PMAIX
Compare and contrast key facts about HCM Income Plus Fund (HCMKX) and Pioneer Multi-Asset Income Fund A (PMAIX).
HCMKX is managed by Howard Capital Management. It was launched on Nov 8, 2016. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
HCMKX vs. PMAIX - Performance Comparison
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HCMKX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMKX HCM Income Plus Fund | -8.02% | 15.06% | 32.19% | 20.68% | -24.98% | 8.97% | 39.45% | 14.64% | -4.75% | 5.72% |
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% | 17.53% |
Returns By Period
In the year-to-date period, HCMKX achieves a -8.02% return, which is significantly lower than PMAIX's 0.80% return.
HCMKX
- 1D
- -0.36%
- 1M
- -6.56%
- YTD
- -8.02%
- 6M
- -6.12%
- 1Y
- 16.74%
- 3Y*
- 18.12%
- 5Y*
- 6.60%
- 10Y*
- —
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%
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HCMKX vs. PMAIX - Expense Ratio Comparison
HCMKX has a 2.10% expense ratio, which is higher than PMAIX's 0.85% expense ratio.
Return for Risk
HCMKX vs. PMAIX — Risk / Return Rank
HCMKX
PMAIX
HCMKX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Income Plus Fund (HCMKX) 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.
| HCMKX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 2.39 | -1.41 |
Sortino ratioReturn per unit of downside risk | 1.43 | 3.02 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.51 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.32 | -1.12 |
Martin ratioReturn relative to average drawdown | 3.99 | 10.88 | -6.89 |
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
| HCMKX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 2.39 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.11 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.12 | -0.47 |
Correlation
The correlation between HCMKX and PMAIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HCMKX vs. PMAIX - Dividend Comparison
HCMKX's dividend yield for the trailing twelve months is around 3.97%, less than PMAIX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMKX HCM Income Plus Fund | 3.97% | 3.66% | 19.48% | 0.04% | 0.00% | 0.20% | 0.27% | 0.16% | 5.97% | 0.21% | 0.00% | 0.00% |
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
HCMKX vs. PMAIX - Drawdown Comparison
The maximum HCMKX drawdown since its inception was -28.43%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for HCMKX and PMAIX.
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Drawdown Indicators
| HCMKX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.43% | -24.12% | -4.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -7.06% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.43% | -13.97% | -14.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.12% | — |
Current DrawdownCurrent decline from peak | -11.14% | -3.62% | -7.52% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -2.68% | -4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 1.51% | +1.83% |
Volatility
HCMKX vs. PMAIX - Volatility Comparison
HCM Income Plus Fund (HCMKX) has a higher volatility of 5.17% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that HCMKX'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
| HCMKX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 2.19% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 4.15% | +8.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 7.19% | +9.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 7.20% | +8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.99% | 7.58% | +6.41% |