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PMAIX vs. MDDVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PMAIX vs. MDDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Multi-Asset Income Fund A (PMAIX) and BlackRock Equity Dividend Fund Investor A Shares (MDDVX). The values are adjusted to include any dividend payments, if applicable.

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PMAIX vs. MDDVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
MDDVX
BlackRock Equity Dividend Fund Investor A Shares
-3.62%21.43%6.78%12.39%-4.17%19.86%3.74%27.30%-7.42%16.06%

Returns By Period

In the year-to-date period, PMAIX achieves a 0.80% return, which is significantly higher than MDDVX's -3.62% return. Over the past 10 years, PMAIX has underperformed MDDVX with an annualized return of 8.45%, while MDDVX has yielded a comparatively higher 10.15% annualized return.


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%

MDDVX

1D
-0.15%
1M
-8.44%
YTD
-3.62%
6M
1.29%
1Y
12.05%
3Y*
11.56%
5Y*
7.68%
10Y*
10.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PMAIX vs. MDDVX - Expense Ratio Comparison

PMAIX has a 0.85% expense ratio, which is lower than MDDVX's 0.94% expense ratio.


Return for Risk

PMAIX vs. MDDVX — Risk / Return Rank

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

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

MDDVX
MDDVX Risk / Return Rank: 3838
Overall Rank
MDDVX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
MDDVX Sortino Ratio Rank: 3636
Sortino Ratio Rank
MDDVX Omega Ratio Rank: 3939
Omega Ratio Rank
MDDVX Calmar Ratio Rank: 3535
Calmar Ratio Rank
MDDVX Martin Ratio Rank: 4040
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.

PMAIX vs. MDDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund A (PMAIX) and BlackRock Equity Dividend Fund Investor A Shares (MDDVX). 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.


PMAIXMDDVXDifference

Sharpe ratio

Return per unit of total volatility

2.39

0.84

+1.55

Sortino ratio

Return per unit of downside risk

3.02

1.22

+1.80

Omega ratio

Gain probability vs. loss probability

1.51

1.18

+0.33

Calmar ratio

Return relative to maximum drawdown

2.32

0.97

+1.35

Martin ratio

Return relative to average drawdown

10.88

4.19

+6.69

PMAIX vs. MDDVX - Sharpe Ratio Comparison

The current PMAIX Sharpe Ratio is 2.39, which is higher than the MDDVX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of PMAIX and MDDVX, 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


PMAIXMDDVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.39

0.84

+1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.11

0.54

+0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.12

0.63

+0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.59

+0.52

Correlation

The correlation between PMAIX and MDDVX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PMAIX vs. MDDVX - Dividend Comparison

PMAIX's dividend yield for the trailing twelve months is around 5.82%, less than MDDVX's 10.44% yield.


TTM20252024202320222021202020192018201720162015
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%
MDDVX
BlackRock Equity Dividend Fund Investor A Shares
10.44%10.06%8.38%6.89%13.29%11.93%6.15%12.95%13.77%14.20%7.79%18.15%

Drawdowns

PMAIX vs. MDDVX - Drawdown Comparison

The maximum PMAIX drawdown since its inception was -24.12%, smaller than the maximum MDDVX drawdown of -50.22%. Use the drawdown chart below to compare losses from any high point for PMAIX and MDDVX.


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Drawdown Indicators


PMAIXMDDVXDifference

Max Drawdown

Largest peak-to-trough decline

-24.12%

-50.22%

+26.10%

Max Drawdown (1Y)

Largest decline over 1 year

-7.06%

-11.66%

+4.60%

Max Drawdown (5Y)

Largest decline over 5 years

-13.97%

-18.18%

+4.21%

Max Drawdown (10Y)

Largest decline over 10 years

-24.12%

-35.93%

+11.81%

Current Drawdown

Current decline from peak

-3.62%

-9.02%

+5.40%

Average Drawdown

Average peak-to-trough decline

-2.68%

-5.95%

+3.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

2.70%

-1.19%

Volatility

PMAIX vs. MDDVX - Volatility Comparison

The current volatility for Pioneer Multi-Asset Income Fund A (PMAIX) is 2.19%, while BlackRock Equity Dividend Fund Investor A Shares (MDDVX) has a volatility of 4.05%. This indicates that PMAIX experiences smaller price fluctuations and is considered to be less risky than MDDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PMAIXMDDVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.19%

4.05%

-1.86%

Volatility (6M)

Calculated over the trailing 6-month period

4.15%

8.28%

-4.13%

Volatility (1Y)

Calculated over the trailing 1-year period

7.19%

15.30%

-8.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.20%

14.16%

-6.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.58%

16.28%

-8.70%