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LNOIX vs. PMAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LNOIX vs. PMAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ladenburg Income & Growth Fund (LNOIX) and Pioneer Multi-Asset Income Fund A (PMAIX). The values are adjusted to include any dividend payments, if applicable.

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LNOIX vs. PMAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LNOIX
Ladenburg Income & Growth Fund
-2.00%9.40%1.50%11.87%-14.51%8.43%8.21%15.32%-5.05%9.48%
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, LNOIX achieves a -2.00% return, which is significantly lower than PMAIX's 0.80% return. Over the past 10 years, LNOIX has underperformed PMAIX with an annualized return of 4.30%, while PMAIX has yielded a comparatively higher 8.45% annualized return.


LNOIX

1D
0.10%
1M
-4.80%
YTD
-2.00%
6M
-0.43%
1Y
8.10%
3Y*
5.33%
5Y*
2.24%
10Y*
4.30%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LNOIX vs. PMAIX - Expense Ratio Comparison

Both LNOIX and PMAIX have an expense ratio of 0.85%.


Return for Risk

LNOIX vs. PMAIX — Risk / Return Rank

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

LNOIX
LNOIX Risk / Return Rank: 5353
Overall Rank
LNOIX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LNOIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
LNOIX Omega Ratio Rank: 5050
Omega Ratio Rank
LNOIX Calmar Ratio Rank: 5353
Calmar Ratio Rank
LNOIX Martin Ratio Rank: 5555
Martin Ratio Rank

PMAIX
PMAIX Risk / Return Rank: 9393
Overall Rank
PMAIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PMAIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
PMAIX Omega Ratio Rank: 9595
Omega Ratio Rank
PMAIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PMAIX Martin Ratio Rank: 9292
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.

LNOIX vs. PMAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income & Growth Fund (LNOIX) 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.


LNOIXPMAIXDifference

Sharpe ratio

Return per unit of total volatility

1.01

2.39

-1.38

Sortino ratio

Return per unit of downside risk

1.46

3.02

-1.56

Omega ratio

Gain probability vs. loss probability

1.21

1.51

-0.30

Calmar ratio

Return relative to maximum drawdown

1.29

2.32

-1.03

Martin ratio

Return relative to average drawdown

5.41

10.88

-5.48

LNOIX vs. PMAIX - Sharpe Ratio Comparison

The current LNOIX Sharpe Ratio is 1.01, which is lower than the PMAIX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of LNOIX and PMAIX, 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


LNOIXPMAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

2.39

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

1.11

-0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

1.12

-0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

1.12

-0.63

Correlation

The correlation between LNOIX and PMAIX is 0.55, 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

LNOIX vs. PMAIX - Dividend Comparison

LNOIX's dividend yield for the trailing twelve months is around 3.75%, less than PMAIX's 5.82% yield.


TTM20252024202320222021202020192018201720162015
LNOIX
Ladenburg Income & Growth Fund
3.75%3.65%1.65%1.80%2.60%1.76%1.06%1.91%1.67%1.94%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

LNOIX vs. PMAIX - Drawdown Comparison

The maximum LNOIX drawdown since its inception was -19.03%, smaller than the maximum PMAIX drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for LNOIX and PMAIX.


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Drawdown Indicators


LNOIXPMAIXDifference

Max Drawdown

Largest peak-to-trough decline

-19.03%

-24.12%

+5.09%

Max Drawdown (1Y)

Largest decline over 1 year

-6.16%

-7.06%

+0.90%

Max Drawdown (5Y)

Largest decline over 5 years

-19.03%

-13.97%

-5.06%

Max Drawdown (10Y)

Largest decline over 10 years

-19.03%

-24.12%

+5.09%

Current Drawdown

Current decline from peak

-4.95%

-3.62%

-1.33%

Average Drawdown

Average peak-to-trough decline

-4.10%

-2.68%

-1.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.46%

1.51%

-0.05%

Volatility

LNOIX vs. PMAIX - Volatility Comparison

Ladenburg Income & Growth Fund (LNOIX) has a higher volatility of 2.64% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that LNOIX'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.


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Volatility by Period


LNOIXPMAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.64%

2.19%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

4.81%

4.15%

+0.66%

Volatility (1Y)

Calculated over the trailing 1-year period

8.41%

7.19%

+1.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.45%

7.20%

+2.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.93%

7.58%

+1.35%