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PMAIX vs. CAIBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PMAIX and CAIBX is 0.10, 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.


-0.50.00.51.0
Correlation: 0.1

Performance

PMAIX vs. CAIBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Multi-Asset Income Fund A (PMAIX) and American Funds Capital Income Builder Class A (CAIBX). The values are adjusted to include any dividend payments, if applicable.

0.50%1.00%1.50%2.00%12 PMTue 2912 PMWed 3012 PMMay12 PMFri 02
1.28%
1.93%
PMAIX
CAIBX

Key characteristics

Daily Std Dev

PMAIX:

5.32%

CAIBX:

10.59%

Max Drawdown

PMAIX:

-0.09%

CAIBX:

-42.62%

Current Drawdown

PMAIX:

0.00%

CAIBX:

0.00%

Returns By Period


PMAIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CAIBX

YTD

6.39%

1M

2.56%

6M

5.31%

1Y

14.94%

5Y*

10.02%

10Y*

5.93%

*Annualized

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PMAIX vs. CAIBX - Expense Ratio Comparison

PMAIX has a 0.85% expense ratio, which is higher than CAIBX's 0.59% expense ratio.


Expense ratio chart for PMAIX: current value is 0.85%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PMAIX: 0.85%
Expense ratio chart for CAIBX: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CAIBX: 0.59%

Risk-Adjusted Performance

PMAIX vs. CAIBX — Risk-Adjusted Performance Rank

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

PMAIX
The Risk-Adjusted Performance Rank of PMAIX is 8080
Overall Rank
The Sharpe Ratio Rank of PMAIX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PMAIX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of PMAIX is 8181
Omega Ratio Rank
The Calmar Ratio Rank of PMAIX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of PMAIX is 8080
Martin Ratio Rank

CAIBX
The Risk-Adjusted Performance Rank of CAIBX is 8989
Overall Rank
The Sharpe Ratio Rank of CAIBX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of CAIBX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CAIBX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of CAIBX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of CAIBX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PMAIX vs. CAIBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund A (PMAIX) and American Funds Capital Income Builder Class A (CAIBX). 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.



Chart placeholderNot enough data

Dividends

PMAIX vs. CAIBX - Dividend Comparison

PMAIX has not paid dividends to shareholders, while CAIBX's dividend yield for the trailing twelve months is around 3.19%.


TTM20242023202220212020201920182017201620152014
PMAIX
Pioneer Multi-Asset Income Fund A
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAIBX
American Funds Capital Income Builder Class A
3.19%3.35%3.36%3.43%3.14%3.38%3.29%3.80%3.41%3.52%3.62%4.67%

Drawdowns

PMAIX vs. CAIBX - Drawdown Comparison

The maximum PMAIX drawdown since its inception was -0.09%, smaller than the maximum CAIBX drawdown of -42.62%. Use the drawdown chart below to compare losses from any high point for PMAIX and CAIBX. For additional features, visit the drawdowns tool.


-0.20%-0.15%-0.10%-0.05%0.00%12 PMTue 2912 PMWed 3012 PMMay12 PMFri 0200
PMAIX
CAIBX

Volatility

PMAIX vs. CAIBX - Volatility Comparison

The current volatility for Pioneer Multi-Asset Income Fund A (PMAIX) is NaN%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of NaN%. This indicates that PMAIX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


PMAIX
CAIBX