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PSHYX vs. PMFYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PSHYX vs. PMFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Short Term Income Fund (PSHYX) and Pioneer Multi-Asset Income Fund (PMFYX). The values are adjusted to include any dividend payments, if applicable.

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PSHYX vs. PMFYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSHYX
Pioneer Short Term Income Fund
-0.12%4.96%4.93%5.64%-3.42%1.83%1.79%4.74%1.77%1.72%
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%

Returns By Period

In the year-to-date period, PSHYX achieves a -0.12% return, which is significantly lower than PMFYX's 1.37% return. Over the past 10 years, PSHYX has underperformed PMFYX with an annualized return of 2.51%, while PMFYX has yielded a comparatively higher 8.66% annualized return.


PSHYX

1D
0.00%
1M
-0.79%
YTD
-0.12%
6M
0.65%
1Y
3.00%
3Y*
4.47%
5Y*
2.48%
10Y*
2.51%

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

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PSHYX vs. PMFYX - Expense Ratio Comparison

PSHYX has a 0.46% expense ratio, which is lower than PMFYX's 0.65% expense ratio.


Return for Risk

PSHYX vs. PMFYX — Risk / Return Rank

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

PSHYX
PSHYX Risk / Return Rank: 8888
Overall Rank
PSHYX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
PSHYX Sortino Ratio Rank: 9191
Sortino Ratio Rank
PSHYX Omega Ratio Rank: 8787
Omega Ratio Rank
PSHYX Calmar Ratio Rank: 9494
Calmar Ratio Rank
PSHYX Martin Ratio Rank: 8787
Martin Ratio Rank

PMFYX
PMFYX Risk / Return Rank: 9494
Overall Rank
PMFYX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PMFYX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PMFYX Omega Ratio Rank: 9595
Omega Ratio Rank
PMFYX Calmar Ratio Rank: 9090
Calmar Ratio Rank
PMFYX Martin Ratio Rank: 9393
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.

PSHYX vs. PMFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Short Term Income Fund (PSHYX) and Pioneer Multi-Asset Income Fund (PMFYX). 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.


PSHYXPMFYXDifference

Sharpe ratio

Return per unit of total volatility

1.51

2.46

-0.96

Sortino ratio

Return per unit of downside risk

2.72

3.11

-0.39

Omega ratio

Gain probability vs. loss probability

1.38

1.53

-0.15

Calmar ratio

Return relative to maximum drawdown

3.15

2.52

+0.63

Martin ratio

Return relative to average drawdown

9.56

11.71

-2.15

PSHYX vs. PMFYX - Sharpe Ratio Comparison

The current PSHYX Sharpe Ratio is 1.51, which is lower than the PMFYX Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of PSHYX and PMFYX, 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


PSHYXPMFYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

2.46

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

1.13

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.02

1.14

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

1.32

1.14

+0.18

Correlation

The correlation between PSHYX and PMFYX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

PSHYX vs. PMFYX - Dividend Comparison

PSHYX's dividend yield for the trailing twelve months is around 4.70%, less than PMFYX's 5.96% yield.


TTM20252024202320222021202020192018201720162015
PSHYX
Pioneer Short Term Income Fund
4.70%5.20%4.23%3.96%3.46%2.47%2.77%3.35%2.71%2.24%2.04%1.85%
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%

Drawdowns

PSHYX vs. PMFYX - Drawdown Comparison

The maximum PSHYX drawdown since its inception was -12.98%, smaller than the maximum PMFYX drawdown of -24.23%. Use the drawdown chart below to compare losses from any high point for PSHYX and PMFYX.


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Drawdown Indicators


PSHYXPMFYXDifference

Max Drawdown

Largest peak-to-trough decline

-12.98%

-24.23%

+11.25%

Max Drawdown (1Y)

Largest decline over 1 year

-1.13%

-7.09%

+5.96%

Max Drawdown (5Y)

Largest decline over 5 years

-5.88%

-13.62%

+7.74%

Max Drawdown (10Y)

Largest decline over 10 years

-12.98%

-24.23%

+11.25%

Current Drawdown

Current decline from peak

-0.90%

-3.12%

+2.22%

Average Drawdown

Average peak-to-trough decline

-0.63%

-2.62%

+1.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

1.53%

-1.16%

Volatility

PSHYX vs. PMFYX - Volatility Comparison

The current volatility for Pioneer Short Term Income Fund (PSHYX) is 0.53%, while Pioneer Multi-Asset Income Fund (PMFYX) has a volatility of 2.29%. This indicates that PSHYX experiences smaller price fluctuations and is considered to be less risky than PMFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSHYXPMFYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

2.29%

-1.76%

Volatility (6M)

Calculated over the trailing 6-month period

1.34%

4.14%

-2.80%

Volatility (1Y)

Calculated over the trailing 1-year period

2.12%

7.16%

-5.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.22%

7.23%

-5.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.47%

7.60%

-5.13%