LAGIX vs. PMAIX
Compare and contrast key facts about Ladenburg Aggressive Growth Fund (LAGIX) and Pioneer Multi-Asset Income Fund A (PMAIX).
LAGIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
LAGIX vs. PMAIX - Performance Comparison
Loading graphics...
LAGIX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | -3.37% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
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% | 17.97% |
Returns By Period
In the year-to-date period, LAGIX achieves a -3.37% return, which is significantly lower than PMAIX's 0.80% return. Both investments have delivered pretty close results over the past 10 years, with LAGIX having a 8.35% annualized return and PMAIX not far ahead at 8.45%.
LAGIX
- 1D
- -0.53%
- 1M
- -6.93%
- YTD
- -3.37%
- 6M
- -1.92%
- 1Y
- 12.30%
- 3Y*
- 9.27%
- 5Y*
- 4.70%
- 10Y*
- 8.35%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LAGIX vs. PMAIX - Expense Ratio Comparison
Both LAGIX and PMAIX have an expense ratio of 0.85%.
Return for Risk
LAGIX vs. PMAIX — Risk / Return Rank
LAGIX
PMAIX
LAGIX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Aggressive Growth Fund (LAGIX) 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.
| LAGIX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 2.39 | -1.58 |
Sortino ratioReturn per unit of downside risk | 1.23 | 3.02 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.51 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 2.32 | -1.35 |
Martin ratioReturn relative to average drawdown | 4.57 | 10.88 | -6.32 |
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
| LAGIX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 2.39 | -1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 1.11 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 1.12 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.12 | -0.64 |
Correlation
The correlation between LAGIX and PMAIX is 0.57, 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
LAGIX vs. PMAIX - Dividend Comparison
LAGIX's dividend yield for the trailing twelve months is around 5.32%, less than PMAIX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 5.32% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% | 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
LAGIX vs. PMAIX - Drawdown Comparison
The maximum LAGIX drawdown since its inception was -31.30%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for LAGIX and PMAIX.
Loading graphics...
Drawdown Indicators
| LAGIX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.30% | -24.12% | -7.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -7.06% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -13.97% | -11.78% |
Max Drawdown (10Y)Largest decline over 10 years | -31.30% | -24.12% | -7.18% |
Current DrawdownCurrent decline from peak | -7.56% | -3.62% | -3.94% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -2.68% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.51% | +0.92% |
Volatility
LAGIX vs. PMAIX - Volatility Comparison
Ladenburg Aggressive Growth Fund (LAGIX) has a higher volatility of 4.01% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that LAGIX'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.
Loading graphics...
Volatility by Period
| LAGIX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 2.19% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 4.15% | +4.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 7.19% | +8.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 7.20% | +8.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 7.58% | +8.92% |