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HIMYX vs. PLUSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HIMYX and PLUSX is -0.03. 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.


-0.50.00.51.0-0.0

Performance

HIMYX vs. PLUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer High Income Municipal Fund (HIMYX) and DWS Multi-Asset Moderate Allocation Fund (PLUSX). The values are adjusted to include any dividend payments, if applicable.

-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
2.07%
-28.72%
HIMYX
PLUSX

Key characteristics

Sharpe Ratio

HIMYX:

0.97

PLUSX:

-0.74

Sortino Ratio

HIMYX:

1.41

PLUSX:

-0.67

Omega Ratio

HIMYX:

1.21

PLUSX:

0.75

Calmar Ratio

HIMYX:

0.36

PLUSX:

-0.64

Martin Ratio

HIMYX:

4.08

PLUSX:

-3.52

Ulcer Index

HIMYX:

1.02%

PLUSX:

6.24%

Daily Std Dev

HIMYX:

4.29%

PLUSX:

29.63%

Max Drawdown

HIMYX:

-34.96%

PLUSX:

-58.18%

Current Drawdown

HIMYX:

-5.46%

PLUSX:

-33.98%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with HIMYX at -1.13% and PLUSX at -1.13%. Over the past 10 years, HIMYX has outperformed PLUSX with an annualized return of 2.97%, while PLUSX has yielded a comparatively lower -2.35% annualized return.


HIMYX

YTD

-1.13%

1M

-1.61%

6M

2.06%

1Y

4.15%

5Y*

0.37%

10Y*

2.97%

PLUSX

YTD

-1.13%

1M

-30.17%

6M

-28.72%

1Y

-22.14%

5Y*

-5.07%

10Y*

-2.35%

*Annualized

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HIMYX vs. PLUSX - Expense Ratio Comparison

HIMYX has a 0.55% expense ratio, which is lower than PLUSX's 0.60% expense ratio.


PLUSX
DWS Multi-Asset Moderate Allocation Fund
Expense ratio chart for PLUSX: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%
Expense ratio chart for HIMYX: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%

Risk-Adjusted Performance

HIMYX vs. PLUSX — Risk-Adjusted Performance Rank

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

HIMYX
The Risk-Adjusted Performance Rank of HIMYX is 6363
Overall Rank
The Sharpe Ratio Rank of HIMYX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of HIMYX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of HIMYX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of HIMYX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of HIMYX is 6363
Martin Ratio Rank

PLUSX
The Risk-Adjusted Performance Rank of PLUSX is 11
Overall Rank
The Sharpe Ratio Rank of PLUSX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of PLUSX is 22
Sortino Ratio Rank
The Omega Ratio Rank of PLUSX is 00
Omega Ratio Rank
The Calmar Ratio Rank of PLUSX is 00
Calmar Ratio Rank
The Martin Ratio Rank of PLUSX is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HIMYX vs. PLUSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer High Income Municipal Fund (HIMYX) and DWS Multi-Asset Moderate Allocation Fund (PLUSX). 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.


Sharpe ratio
The chart of Sharpe ratio for HIMYX, currently valued at 0.97, compared to the broader market-1.000.001.002.003.004.000.97-0.75
The chart of Sortino ratio for HIMYX, currently valued at 1.41, compared to the broader market0.002.004.006.008.0010.001.41-0.68
The chart of Omega ratio for HIMYX, currently valued at 1.21, compared to the broader market1.002.003.001.210.74
The chart of Calmar ratio for HIMYX, currently valued at 0.36, compared to the broader market0.005.0010.0015.000.36-0.65
The chart of Martin ratio for HIMYX, currently valued at 4.08, compared to the broader market0.0020.0040.0060.004.08-3.55
HIMYX
PLUSX

The current HIMYX Sharpe Ratio is 0.97, which is higher than the PLUSX Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of HIMYX and PLUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
0.97
-0.75
HIMYX
PLUSX

Dividends

HIMYX vs. PLUSX - Dividend Comparison

HIMYX's dividend yield for the trailing twelve months is around 4.52%, more than PLUSX's 3.18% yield.


TTM20242023202220212020201920182017201620152014
HIMYX
Pioneer High Income Municipal Fund
4.52%4.47%5.37%4.45%3.71%3.92%4.93%5.22%5.06%5.71%5.70%5.91%
PLUSX
DWS Multi-Asset Moderate Allocation Fund
3.18%3.14%1.95%1.53%2.05%0.81%2.33%1.48%1.33%1.68%2.01%2.64%

Drawdowns

HIMYX vs. PLUSX - Drawdown Comparison

The maximum HIMYX drawdown since its inception was -34.96%, smaller than the maximum PLUSX drawdown of -58.18%. Use the drawdown chart below to compare losses from any high point for HIMYX and PLUSX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.46%
-33.98%
HIMYX
PLUSX

Volatility

HIMYX vs. PLUSX - Volatility Comparison

The current volatility for Pioneer High Income Municipal Fund (HIMYX) is 1.19%, while DWS Multi-Asset Moderate Allocation Fund (PLUSX) has a volatility of 33.10%. This indicates that HIMYX experiences smaller price fluctuations and is considered to be less risky than PLUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%AugustSeptemberOctoberNovemberDecember2025
1.19%
33.10%
HIMYX
PLUSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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