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PAUIX vs. CRAZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PAUIX vs. CRAZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO All Asset All Authority Fund (PAUIX) and Columbia Adaptive Risk Allocation Fund (CRAZX). The values are adjusted to include any dividend payments, if applicable.

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PAUIX vs. CRAZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PAUIX
PIMCO All Asset All Authority Fund
2.19%14.15%1.06%6.35%-15.65%15.55%4.58%7.62%-6.14%12.05%
CRAZX
Columbia Adaptive Risk Allocation Fund
0.94%14.35%7.85%8.84%-15.03%11.20%9.44%18.93%-4.52%13.26%

Returns By Period

In the year-to-date period, PAUIX achieves a 2.19% return, which is significantly higher than CRAZX's 0.94% return. Over the past 10 years, PAUIX has underperformed CRAZX with an annualized return of 4.60%, while CRAZX has yielded a comparatively higher 6.51% annualized return.


PAUIX

1D
0.43%
1M
-5.64%
YTD
2.19%
6M
5.13%
1Y
13.62%
3Y*
6.21%
5Y*
2.88%
10Y*
4.60%

CRAZX

1D
0.38%
1M
-4.64%
YTD
0.94%
6M
3.19%
1Y
14.35%
3Y*
9.57%
5Y*
5.05%
10Y*
6.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PAUIX vs. CRAZX - Expense Ratio Comparison

PAUIX has a 0.21% expense ratio, which is lower than CRAZX's 0.74% expense ratio.


Return for Risk

PAUIX vs. CRAZX — Risk / Return Rank

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

PAUIX
PAUIX Risk / Return Rank: 8787
Overall Rank
PAUIX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PAUIX Sortino Ratio Rank: 8888
Sortino Ratio Rank
PAUIX Omega Ratio Rank: 8585
Omega Ratio Rank
PAUIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PAUIX Martin Ratio Rank: 8585
Martin Ratio Rank

CRAZX
CRAZX Risk / Return Rank: 8484
Overall Rank
CRAZX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
CRAZX Sortino Ratio Rank: 8484
Sortino Ratio Rank
CRAZX Omega Ratio Rank: 8080
Omega Ratio Rank
CRAZX Calmar Ratio Rank: 8383
Calmar Ratio Rank
CRAZX Martin Ratio Rank: 8888
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.

PAUIX vs. CRAZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset All Authority Fund (PAUIX) and Columbia Adaptive Risk Allocation Fund (CRAZX). 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.


PAUIXCRAZXDifference

Sharpe ratio

Return per unit of total volatility

1.84

1.55

+0.29

Sortino ratio

Return per unit of downside risk

2.43

2.19

+0.23

Omega ratio

Gain probability vs. loss probability

1.35

1.32

+0.04

Calmar ratio

Return relative to maximum drawdown

2.31

2.03

+0.28

Martin ratio

Return relative to average drawdown

8.68

9.65

-0.97

PAUIX vs. CRAZX - Sharpe Ratio Comparison

The current PAUIX Sharpe Ratio is 1.84, which is comparable to the CRAZX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of PAUIX and CRAZX, 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


PAUIXCRAZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

1.55

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.59

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.79

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.64

-0.04

Correlation

The correlation between PAUIX and CRAZX is 0.59, 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

PAUIX vs. CRAZX - Dividend Comparison

PAUIX's dividend yield for the trailing twelve months is around 7.06%, more than CRAZX's 2.85% yield.


TTM20252024202320222021202020192018201720162015
PAUIX
PIMCO All Asset All Authority Fund
7.06%6.10%2.64%3.97%9.98%15.46%4.47%2.89%5.74%5.28%3.62%5.54%
CRAZX
Columbia Adaptive Risk Allocation Fund
2.85%2.87%2.52%0.55%8.14%20.39%2.12%7.51%6.22%7.14%0.94%1.03%

Drawdowns

PAUIX vs. CRAZX - Drawdown Comparison

The maximum PAUIX drawdown since its inception was -26.84%, which is greater than CRAZX's maximum drawdown of -18.21%. Use the drawdown chart below to compare losses from any high point for PAUIX and CRAZX.


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Drawdown Indicators


PAUIXCRAZXDifference

Max Drawdown

Largest peak-to-trough decline

-26.84%

-18.21%

-8.63%

Max Drawdown (1Y)

Largest decline over 1 year

-6.05%

-7.02%

+0.97%

Max Drawdown (5Y)

Largest decline over 5 years

-26.15%

-18.21%

-7.94%

Max Drawdown (10Y)

Largest decline over 10 years

-26.84%

-18.21%

-8.63%

Current Drawdown

Current decline from peak

-5.64%

-4.81%

-0.83%

Average Drawdown

Average peak-to-trough decline

-5.94%

-4.25%

-1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.61%

1.47%

+0.14%

Volatility

PAUIX vs. CRAZX - Volatility Comparison

PIMCO All Asset All Authority Fund (PAUIX) and Columbia Adaptive Risk Allocation Fund (CRAZX) have volatilities of 2.85% and 2.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PAUIXCRAZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.85%

2.91%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

4.68%

5.74%

-1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

7.47%

9.52%

-2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.64%

8.60%

+1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.00%

8.27%

+0.73%