HIMYX vs. PLUSX
Compare and contrast key facts about Pioneer High Income Municipal Fund (HIMYX) and DWS Multi-Asset Moderate Allocation Fund (PLUSX).
HIMYX is managed by Amundi. It was launched on Oct 15, 2006. PLUSX is managed by DWS. It was launched on Oct 31, 2004.
Performance
HIMYX vs. PLUSX - Performance Comparison
Loading graphics...
HIMYX vs. PLUSX - 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% |
PLUSX DWS Multi-Asset Moderate Allocation Fund | -2.93% | 13.39% | 8.31% | 13.89% | -14.98% | 13.24% | 8.21% | 19.71% | -7.64% | 13.81% |
Returns By Period
In the year-to-date period, HIMYX achieves a -1.26% return, which is significantly higher than PLUSX's -2.93% return. Over the past 10 years, HIMYX has underperformed PLUSX with an annualized return of 2.16%, while PLUSX has yielded a comparatively higher 6.57% 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%
PLUSX
- 1D
- -0.13%
- 1M
- -6.17%
- YTD
- -2.93%
- 6M
- -0.83%
- 1Y
- 10.69%
- 3Y*
- 9.10%
- 5Y*
- 4.81%
- 10Y*
- 6.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HIMYX vs. PLUSX - Expense Ratio Comparison
HIMYX has a 0.55% expense ratio, which is lower than PLUSX's 0.60% expense ratio.
Return for Risk
HIMYX vs. PLUSX — Risk / Return Rank
HIMYX
PLUSX
HIMYX vs. PLUSX - Risk-Adjusted Trends 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.
| HIMYX | PLUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 1.00 | -1.24 |
Sortino ratioReturn per unit of downside risk | -0.30 | 1.46 | -1.76 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.22 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.20 | -1.46 |
Martin ratioReturn relative to average drawdown | -0.53 | 5.52 | -6.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HIMYX | PLUSX | 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 | 0.45 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.58 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.35 | +0.16 |
Correlation
The correlation between HIMYX and PLUSX is -0.02. 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. PLUSX - Dividend Comparison
HIMYX's dividend yield for the trailing twelve months is around 8.27%, more than PLUSX's 2.78% 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% |
PLUSX DWS Multi-Asset Moderate Allocation Fund | 2.78% | 2.70% | 41.59% | 5.78% | 2.99% | 9.67% | 4.22% | 5.80% | 5.55% | 5.58% | 6.05% | 10.87% |
Drawdowns
HIMYX vs. PLUSX - Drawdown Comparison
The maximum HIMYX drawdown since its inception was -35.00%, smaller than the maximum PLUSX drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for HIMYX and PLUSX.
Loading graphics...
Drawdown Indicators
| HIMYX | PLUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.00% | -53.39% | +18.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.96% | -8.03% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.32% | -20.77% | +1.45% |
Max Drawdown (10Y)Largest decline over 10 years | -19.32% | -25.65% | +6.33% |
Current DrawdownCurrent decline from peak | -7.07% | -6.63% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -7.56% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 1.77% | +1.72% |
Volatility
HIMYX vs. PLUSX - Volatility Comparison
The current volatility for Pioneer High Income Municipal Fund (HIMYX) is 1.37%, while DWS Multi-Asset Moderate Allocation Fund (PLUSX) has a volatility of 3.08%. 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.
Loading graphics...
Volatility by Period
| HIMYX | PLUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 3.08% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 6.16% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.40% | 10.99% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 10.72% | -5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 11.35% | -6.31% |