PMFKX vs. CMUVX

Last updated Apr 2, 2026

Compare and contrast key facts about Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) and Catholic Responsible Investments Magnus 75/25 Fund (CMUVX).

PMFKX is an actively managed fund by Victory. It was launched on Dec 22, 2011. CMUVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021.

Performance

PMFKX vs. CMUVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) and Catholic Responsible Investments Magnus 75/25 Fund (CMUVX). The values are adjusted to include any dividend payments, if applicable.

PMFKX vs. CMUVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PMFKX Victory Pioneer Multi-Asset Income Class R-6	1.52%	23.37%	6.39%	6.97%	-0.74%	1.94%
CMUVX Catholic Responsible Investments Magnus 75/25 Fund	-2.21%	14.69%	13.39%	19.07%	-17.54%	3.47%

Returns By Period

In the year-to-date period, PMFKX achieves a 1.52% return, which is significantly higher than CMUVX's -2.21% return.

PMFKX

• 1D: 0.52%
• 1M: -2.60%
• YTD: 1.52%
• 6M: 4.66%
• 1Y: 17.70%
• 3Y*: 12.20%
• 5Y*: 8.12%
• 10Y*: 8.97%

CMUVX

• 1D: 2.20%
• 1M: -4.74%
• YTD: -2.21%
• 6M: -0.70%
• 1Y: 13.85%
• 3Y*: 12.49%
• 5Y*: —
• 10Y*: —

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

PMFKX vs. CMUVX - Expense Ratio Comparison

PMFKX has a 0.55% expense ratio, which is higher than CMUVX's 0.15% expense ratio.

PMFKX

Victory Pioneer Multi-Asset Income Class R-6

CMUVX

Catholic Responsible Investments Magnus 75/25 Fund

Return for Risk

PMFKX vs. CMUVX — Risk / Return Rank

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

PMFKX

PMFKX Risk / Return Rank: 93
PMFKX Sharpe Ratio Rank: 96
PMFKX Sortino Ratio Rank: 95
PMFKX Omega Ratio Rank: 95
PMFKX Calmar Ratio Rank: 87
PMFKX Martin Ratio Rank: 93

CMUVX

CMUVX Risk / Return Rank: 52
CMUVX Sharpe Ratio Rank: 49
CMUVX Sortino Ratio Rank: 50
CMUVX Omega Ratio Rank: 49
CMUVX Calmar Ratio Rank: 51
CMUVX Martin Ratio Rank: 61

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.

PMFKX vs. CMUVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) and Catholic Responsible Investments Magnus 75/25 Fund (CMUVX). 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.

	PMFKX	CMUVX	Difference
Sharpe ratio Return per unit of total volatility	2.51	1.05	+1.46
Sortino ratio Return per unit of downside risk	3.17	1.58	+1.60
Omega ratio Gain probability vs. loss probability	1.54	1.23	+0.31
Calmar ratio Return relative to maximum drawdown	2.55	1.50	+1.05
Martin ratio Return relative to average drawdown	12.04	6.92	+5.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PMFKX vs. CMUVX - Sharpe Ratio Comparison

The current PMFKX Sharpe Ratio is 2.51, which is higher than the CMUVX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of PMFKX and CMUVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PMFKX	CMUVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.51	1.05	+1.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.13	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.19	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	0.46	+0.58

Correlation

The correlation between PMFKX and CMUVX 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

PMFKX vs. CMUVX - Dividend Comparison

PMFKX's dividend yield for the trailing twelve months is around 6.01%, less than CMUVX's 36.96% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PMFKX Victory Pioneer Multi-Asset Income Class R-6	6.01%	6.54%	5.52%	4.87%	4.77%	5.75%	5.64%	6.05%	6.13%	6.88%	5.74%	6.20%
CMUVX Catholic Responsible Investments Magnus 75/25 Fund	36.96%	36.14%	2.54%	2.03%	2.47%	0.06%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

PMFKX vs. CMUVX - Drawdown Comparison

The maximum PMFKX drawdown since its inception was -24.13%, roughly equal to the maximum CMUVX drawdown of -23.51%. Use the drawdown chart below to compare losses from any high point for PMFKX and CMUVX.

Drawdown Indicators

	PMFKX	CMUVX	Difference
Max Drawdown Largest peak-to-trough decline	-24.13%	-23.51%	-0.62%
Max Drawdown (1Y) Largest decline over 1 year	-7.11%	-9.68%	+2.57%
Max Drawdown (5Y) Largest decline over 5 years	-13.99%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-24.13%	—	—
Current Drawdown Current decline from peak	-2.95%	-5.56%	+2.61%
Average Drawdown Average peak-to-trough decline	-2.75%	-6.48%	+3.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.51%	2.10%	-0.59%

Volatility

PMFKX vs. CMUVX - Volatility Comparison

The current volatility for Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) is 2.21%, while Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) has a volatility of 4.59%. This indicates that PMFKX experiences smaller price fluctuations and is considered to be less risky than CMUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PMFKX	CMUVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.21%	4.59%	-2.38%
Volatility (6M) Calculated over the trailing 6-month period	4.10%	7.59%	-3.49%
Volatility (1Y) Calculated over the trailing 1-year period	7.16%	13.73%	-6.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.20%	13.24%	-6.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.55%	13.24%	-5.69%