PEQIX vs. MYFRX
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and Pioneer Multi-Asset Ultrashort Income Fund (MYFRX).
PEQIX is managed by Amundi. It was launched on Jul 25, 1990. MYFRX is managed by Amundi. It was launched on Apr 29, 2011.
Performance
PEQIX vs. MYFRX - Performance Comparison
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PEQIX vs. MYFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
MYFRX Pioneer Multi-Asset Ultrashort Income Fund | 0.52% | 4.68% | 6.25% | 6.32% | 0.26% | 1.56% | -0.51% | 3.34% | 1.80% | 1.80% |
Returns By Period
In the year-to-date period, PEQIX achieves a 2.24% return, which is significantly higher than MYFRX's 0.52% return. Over the past 10 years, PEQIX has outperformed MYFRX with an annualized return of 8.79%, while MYFRX has yielded a comparatively lower 2.77% annualized return.
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
MYFRX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.52%
- 6M
- 1.43%
- 1Y
- 3.88%
- 3Y*
- 5.33%
- 5Y*
- 3.71%
- 10Y*
- 2.77%
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PEQIX vs. MYFRX - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is higher than MYFRX's 0.44% expense ratio.
Return for Risk
PEQIX vs. MYFRX — Risk / Return Rank
PEQIX
MYFRX
PEQIX vs. MYFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) and Pioneer Multi-Asset Ultrashort Income Fund (MYFRX). 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.
| PEQIX | MYFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 2.82 | -2.06 |
Sortino ratioReturn per unit of downside risk | 1.12 | 9.40 | -8.28 |
Omega ratioGain probability vs. loss probability | 1.17 | 3.15 | -1.99 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 10.43 | -9.59 |
Martin ratioReturn relative to average drawdown | 3.31 | 35.00 | -31.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEQIX | MYFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 2.82 | -2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 2.35 | -1.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 1.52 | -1.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.44 | -0.88 |
Correlation
The correlation between PEQIX and MYFRX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PEQIX vs. MYFRX - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 8.80%, more than MYFRX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
MYFRX Pioneer Multi-Asset Ultrashort Income Fund | 4.44% | 4.99% | 5.63% | 4.74% | 2.35% | 1.34% | 1.92% | 2.98% | 2.60% | 1.88% | 1.77% | 1.36% |
Drawdowns
PEQIX vs. MYFRX - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -54.08%, which is greater than MYFRX's maximum drawdown of -10.08%. Use the drawdown chart below to compare losses from any high point for PEQIX and MYFRX.
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Drawdown Indicators
| PEQIX | MYFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.08% | -10.08% | -44.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -0.41% | -12.78% |
Max Drawdown (5Y)Largest decline over 5 years | -20.24% | -1.52% | -18.72% |
Max Drawdown (10Y)Largest decline over 10 years | -37.93% | -10.08% | -27.85% |
Current DrawdownCurrent decline from peak | -6.59% | -0.21% | -6.38% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -0.27% | -6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 0.12% | +3.26% |
Volatility
PEQIX vs. MYFRX - Volatility Comparison
Pioneer Equity Income Fund (PEQIX) has a higher volatility of 3.18% compared to Pioneer Multi-Asset Ultrashort Income Fund (MYFRX) at 0.21%. This indicates that PEQIX's price experiences larger fluctuations and is considered to be riskier than MYFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQIX | MYFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 0.21% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 1.04% | +7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 1.54% | +15.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 1.59% | +13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 1.83% | +15.34% |