PMFYX vs. OLGAX

In the year-to-date period, PMFYX achieves a 6.35% return, which is significantly higher than OLGAX's -4.99% return. Over the past 10 years, PMFYX has underperformed OLGAX with an annualized return of 6.67%, while OLGAX has yielded a comparatively higher 7.31% annualized return.

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PMFYX has a 0.65% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund (PMFYX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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 higher than the OLGAX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of PMFYX and OLGAX, 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 OLGAX's 1.09% yield.

The maximum PMFYX drawdown since its inception was -24.22%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for PMFYX and OLGAX. For additional features, visit the drawdowns tool.