PMFYX vs. BIL

In the year-to-date period, PMFYX achieves a 6.35% return, which is significantly higher than BIL's 1.48% return. Over the past 10 years, PMFYX has outperformed BIL with an annualized return of 6.67%, while BIL has yielded a comparatively lower 1.77% annualized return.

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PMFYX has a 0.65% expense ratio, which is higher than BIL's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund (PMFYX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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.

The current PMFYX Sharpe Ratio is 1.18, which is lower than the BIL Sharpe Ratio of 20.77. The chart below compares the historical Sharpe Ratios of PMFYX and BIL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMFYX's dividend yield for the trailing twelve months is around 5.74%, more than BIL's 4.69% yield.

The maximum PMFYX drawdown since its inception was -24.22%, which is greater than BIL's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for PMFYX and BIL. For additional features, visit the drawdowns tool.