PMFYX vs. PCGRX
Compare and contrast key facts about Pioneer Multi-Asset Income Fund (PMFYX) and Pioneer Mid Cap Value Fund (PCGRX).
PMFYX is managed by Amundi. It was launched on Dec 21, 2011. PCGRX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PMFYX vs. PCGRX - Performance Comparison
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PMFYX vs. PCGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMFYX Pioneer Multi-Asset Income Fund | 1.37% | 23.15% | 6.28% | 7.04% | -0.34% | 12.25% | 5.38% | 11.13% | -5.91% | 18.23% |
PCGRX Pioneer Mid Cap Value Fund | 3.31% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
Returns By Period
In the year-to-date period, PMFYX achieves a 1.37% return, which is significantly lower than PCGRX's 3.31% return. Both investments have delivered pretty close results over the past 10 years, with PMFYX having a 8.66% annualized return and PCGRX not far ahead at 8.81%.
PMFYX
- 1D
- 0.46%
- 1M
- -2.76%
- YTD
- 1.37%
- 6M
- 4.45%
- 1Y
- 17.47%
- 3Y*
- 12.07%
- 5Y*
- 8.12%
- 10Y*
- 8.66%
PCGRX
- 1D
- 1.92%
- 1M
- -4.84%
- YTD
- 3.31%
- 6M
- 6.81%
- 1Y
- 15.29%
- 3Y*
- 11.94%
- 5Y*
- 8.48%
- 10Y*
- 8.81%
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PMFYX vs. PCGRX - Expense Ratio Comparison
PMFYX has a 0.65% expense ratio, which is lower than PCGRX's 1.05% expense ratio.
Return for Risk
PMFYX vs. PCGRX — Risk / Return Rank
PMFYX
PCGRX
PMFYX vs. PCGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund (PMFYX) and Pioneer Mid Cap Value Fund (PCGRX). 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.
| PMFYX | PCGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.46 | 0.80 | +1.66 |
Sortino ratioReturn per unit of downside risk | 3.11 | 1.21 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.17 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.12 | +1.40 |
Martin ratioReturn relative to average drawdown | 11.71 | 4.54 | +7.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMFYX | PCGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 0.80 | +1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.48 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.14 | 0.45 | +0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.55 | +0.59 |
Correlation
The correlation between PMFYX and PCGRX is 0.66, 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
PMFYX vs. PCGRX - Dividend Comparison
PMFYX's dividend yield for the trailing twelve months is around 5.96%, less than PCGRX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMFYX Pioneer Multi-Asset Income Fund | 5.96% | 6.48% | 5.48% | 4.87% | 5.00% | 5.70% | 5.58% | 6.00% | 6.07% | 6.88% | 5.72% | 6.14% |
PCGRX Pioneer Mid Cap Value Fund | 6.96% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
Drawdowns
PMFYX vs. PCGRX - Drawdown Comparison
The maximum PMFYX drawdown since its inception was -24.23%, smaller than the maximum PCGRX drawdown of -53.63%. Use the drawdown chart below to compare losses from any high point for PMFYX and PCGRX.
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Drawdown Indicators
| PMFYX | PCGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.23% | -53.63% | +29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -14.56% | +7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -13.62% | -20.29% | +6.67% |
Max Drawdown (10Y)Largest decline over 10 years | -24.23% | -42.30% | +18.07% |
Current DrawdownCurrent decline from peak | -3.12% | -5.84% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -2.62% | -7.56% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 3.59% | -2.06% |
Volatility
PMFYX vs. PCGRX - Volatility Comparison
The current volatility for Pioneer Multi-Asset Income Fund (PMFYX) is 2.29%, while Pioneer Mid Cap Value Fund (PCGRX) has a volatility of 5.01%. This indicates that PMFYX experiences smaller price fluctuations and is considered to be less risky than PCGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMFYX | PCGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 5.01% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 10.21% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.16% | 19.09% | -11.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.23% | 17.68% | -10.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.60% | 19.51% | -11.91% |