HIMYX vs. PIOTX
Compare and contrast key facts about Pioneer High Income Municipal Fund (HIMYX) and Pioneer Core Equity Fund (PIOTX).
HIMYX is managed by Amundi. It was launched on Oct 15, 2006. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
HIMYX vs. PIOTX - Performance Comparison
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HIMYX vs. PIOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIMYX Pioneer High Income Municipal Fund | -1.26% | -1.50% | 6.07% | 3.64% | -13.08% | 6.69% | 1.85% | 9.56% | 4.15% | 8.33% |
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
In the year-to-date period, HIMYX achieves a -1.26% return, which is significantly higher than PIOTX's -2.50% return. Over the past 10 years, HIMYX has underperformed PIOTX with an annualized return of 2.16%, while PIOTX has yielded a comparatively higher 12.27% annualized return.
HIMYX
- 1D
- 0.18%
- 1M
- -3.53%
- YTD
- -1.26%
- 6M
- -2.54%
- 1Y
- -2.59%
- 3Y*
- 1.58%
- 5Y*
- -0.50%
- 10Y*
- 2.16%
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
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HIMYX vs. PIOTX - Expense Ratio Comparison
HIMYX has a 0.55% expense ratio, which is lower than PIOTX's 0.88% expense ratio.
Return for Risk
HIMYX vs. PIOTX — Risk / Return Rank
HIMYX
PIOTX
HIMYX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer High Income Municipal Fund (HIMYX) and Pioneer Core Equity Fund (PIOTX). 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.
| HIMYX | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 1.00 | -1.24 |
Sortino ratioReturn per unit of downside risk | -0.30 | 1.49 | -1.78 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.23 | -1.49 |
Martin ratioReturn relative to average drawdown | -0.53 | 5.22 | -5.75 |
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
| HIMYX | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 1.00 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.51 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.69 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.13 | +0.39 |
Correlation
The correlation between HIMYX and PIOTX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HIMYX vs. PIOTX - Dividend Comparison
HIMYX's dividend yield for the trailing twelve months is around 8.27%, more than PIOTX's 7.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIMYX Pioneer High Income Municipal Fund | 8.27% | 8.63% | 5.32% | 4.97% | 3.88% | 3.71% | 3.96% | 5.35% | 5.20% | 5.00% | 5.66% | 5.65% |
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
HIMYX vs. PIOTX - Drawdown Comparison
The maximum HIMYX drawdown since its inception was -35.00%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for HIMYX and PIOTX.
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Drawdown Indicators
| HIMYX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.00% | -66.24% | +31.24% |
Max Drawdown (1Y)Largest decline over 1 year | -6.96% | -12.86% | +5.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.32% | -26.49% | +7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -19.32% | -31.79% | +12.47% |
Current DrawdownCurrent decline from peak | -7.07% | -8.16% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -20.26% | +14.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.02% | +0.47% |
Volatility
HIMYX vs. PIOTX - Volatility Comparison
The current volatility for Pioneer High Income Municipal Fund (HIMYX) is 1.37%, while Pioneer Core Equity Fund (PIOTX) has a volatility of 3.09%. This indicates that HIMYX experiences smaller price fluctuations and is considered to be less risky than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIMYX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 3.09% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 9.24% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.40% | 18.67% | -10.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 16.91% | -11.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 17.96% | -12.92% |