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HCYAX vs. PAUIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HCYAX vs. PAUIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hilton Tactical Income Fund (HCYAX) and PIMCO All Asset All Authority Fund (PAUIX). The values are adjusted to include any dividend payments, if applicable.

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HCYAX vs. PAUIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HCYAX
Hilton Tactical Income Fund
-2.63%8.41%10.12%6.81%-10.88%15.51%-1.78%15.34%-2.96%8.06%
PAUIX
PIMCO All Asset All Authority Fund
2.19%14.15%1.06%6.35%-15.65%15.55%4.58%7.62%-6.14%12.05%

Returns By Period

In the year-to-date period, HCYAX achieves a -2.63% return, which is significantly lower than PAUIX's 2.19% return. Over the past 10 years, HCYAX has outperformed PAUIX with an annualized return of 5.12%, while PAUIX has yielded a comparatively lower 4.60% annualized return.


HCYAX

1D
0.06%
1M
-5.09%
YTD
-2.63%
6M
-0.90%
1Y
6.00%
3Y*
7.01%
5Y*
4.13%
10Y*
5.12%

PAUIX

1D
0.43%
1M
-5.64%
YTD
2.19%
6M
5.13%
1Y
13.62%
3Y*
6.21%
5Y*
2.88%
10Y*
4.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HCYAX vs. PAUIX - Expense Ratio Comparison

HCYAX has a 1.12% expense ratio, which is higher than PAUIX's 0.21% expense ratio.


Return for Risk

HCYAX vs. PAUIX — Risk / Return Rank

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

HCYAX
HCYAX Risk / Return Rank: 4343
Overall Rank
HCYAX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
HCYAX Sortino Ratio Rank: 4242
Sortino Ratio Rank
HCYAX Omega Ratio Rank: 4141
Omega Ratio Rank
HCYAX Calmar Ratio Rank: 4444
Calmar Ratio Rank
HCYAX Martin Ratio Rank: 4545
Martin Ratio Rank

PAUIX
PAUIX Risk / Return Rank: 8787
Overall Rank
PAUIX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PAUIX Sortino Ratio Rank: 8888
Sortino Ratio Rank
PAUIX Omega Ratio Rank: 8585
Omega Ratio Rank
PAUIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PAUIX Martin Ratio Rank: 8585
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.

HCYAX vs. PAUIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hilton Tactical Income Fund (HCYAX) and PIMCO All Asset All Authority Fund (PAUIX). 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.


HCYAXPAUIXDifference

Sharpe ratio

Return per unit of total volatility

0.93

1.84

-0.91

Sortino ratio

Return per unit of downside risk

1.32

2.43

-1.11

Omega ratio

Gain probability vs. loss probability

1.19

1.35

-0.16

Calmar ratio

Return relative to maximum drawdown

1.13

2.31

-1.18

Martin ratio

Return relative to average drawdown

4.62

8.68

-4.06

HCYAX vs. PAUIX - Sharpe Ratio Comparison

The current HCYAX Sharpe Ratio is 0.93, which is lower than the PAUIX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of HCYAX and PAUIX, 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


HCYAXPAUIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

1.84

-0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.30

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.51

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.60

+0.01

Correlation

The correlation between HCYAX and PAUIX is 0.45, 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

HCYAX vs. PAUIX - Dividend Comparison

HCYAX's dividend yield for the trailing twelve months is around 6.58%, less than PAUIX's 7.06% yield.


TTM20252024202320222021202020192018201720162015
HCYAX
Hilton Tactical Income Fund
6.58%6.26%3.22%2.81%2.77%2.40%3.26%2.64%3.98%2.54%3.63%4.28%
PAUIX
PIMCO All Asset All Authority Fund
7.06%6.10%2.64%3.97%9.98%15.46%4.47%2.89%5.74%5.28%3.62%5.54%

Drawdowns

HCYAX vs. PAUIX - Drawdown Comparison

The maximum HCYAX drawdown since its inception was -25.70%, roughly equal to the maximum PAUIX drawdown of -26.84%. Use the drawdown chart below to compare losses from any high point for HCYAX and PAUIX.


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Drawdown Indicators


HCYAXPAUIXDifference

Max Drawdown

Largest peak-to-trough decline

-25.70%

-26.84%

+1.14%

Max Drawdown (1Y)

Largest decline over 1 year

-5.22%

-6.05%

+0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-13.90%

-26.15%

+12.25%

Max Drawdown (10Y)

Largest decline over 10 years

-25.70%

-26.84%

+1.14%

Current Drawdown

Current decline from peak

-5.09%

-5.64%

+0.55%

Average Drawdown

Average peak-to-trough decline

-3.27%

-5.94%

+2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.27%

1.61%

-0.34%

Volatility

HCYAX vs. PAUIX - Volatility Comparison

The current volatility for Hilton Tactical Income Fund (HCYAX) is 2.18%, while PIMCO All Asset All Authority Fund (PAUIX) has a volatility of 2.85%. This indicates that HCYAX experiences smaller price fluctuations and is considered to be less risky than PAUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HCYAXPAUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.18%

2.85%

-0.67%

Volatility (6M)

Calculated over the trailing 6-month period

4.01%

4.68%

-0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

6.86%

7.47%

-0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.45%

9.64%

-3.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.07%

9.00%

-0.93%