RA vs. PAXS
RA (Brookfield Real Assets Income Fund Inc.) and PAXS (PIMCO Access Income Fund) are both Multisector Bonds funds. Over the past 3 years, RA returned 1.52%/yr vs 10.30%/yr for PAXS. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
RA vs. PAXS - Performance Comparison
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Returns By Period
In the year-to-date period, RA achieves a 5.54% return, which is significantly higher than PAXS's -0.71% return.
RA
- 1D
- 0.16%
- 1M
- 0.30%
- 6M
- 3.70%
- YTD
- 5.54%
- 1Y
- 8.17%
- 3Y*
- 1.52%
- 5Y*
- 0.55%
- 10Y*
- —
- ALL TIME*
- 6.01%
PAXS
- 1D
- 0.00%
- 1M
- -2.49%
- 6M
- -6.06%
- YTD
- -0.71%
- 1Y
- 1.79%
- 3Y*
- 10.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.74M | $2.37M | $2.66M | |
| $1.65M | $1.71M | $1.90M |
RA vs. PAXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 5.54% | 8.32% | 15.87% | -9.02% | -11.54% |
PAXS PIMCO Access Income Fund | -0.71% | 12.58% | 19.51% | 9.30% | -16.66% |
Correlation
The correlation between RA and PAXS is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 27, 2022 | 0.38 |
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Return for Risk
RA vs. PAXS — Risk / Return Rank
RA
PAXS
RA vs. PAXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Real Assets Income Fund Inc. (RA) and PIMCO Access Income Fund (PAXS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RA | PAXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.04 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.15 | +1.07 |
| Martin ratioReturn relative to average drawdown | 3.28 | 0.37 | +2.92 |
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Drawdowns
RA vs. PAXS - Drawdown Comparison
The maximum RA drawdown since its inception was -50.66%, which is greater than PAXS's maximum drawdown of -22.28%. Use the drawdown chart below to compare losses from any high point for RA and PAXS.
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Drawdown Indicators
| RA | PAXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -22.28% | -28.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -12.10% | +5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -28.42% | -13.40% | -15.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.83% | — | — |
Current DrawdownCurrent decline from peak | -1.16% | -6.06% | +4.90% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -7.49% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.89% | -2.39% |
Volatility
RA vs. PAXS - Volatility Comparison
The current volatility for Brookfield Real Assets Income Fund Inc. (RA) is 1.79%, while PIMCO Access Income Fund (PAXS) has a volatility of 3.15%. This indicates that RA experiences smaller price fluctuations and is considered to be less risky than PAXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RA | PAXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 3.15% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.92% | 9.95% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.32% | 12.50% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 17.25% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 17.25% | +3.24% |
Dividends
RA vs. PAXS - Dividend Comparison
RA's dividend yield for the trailing twelve months is around 11.04%, less than PAXS's 12.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PAXS PIMCO Access Income Fund | 12.66% | 11.72% | 11.76% | 12.54% | 13.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RA Brookfield Real Assets Income Fund Inc. | 11.04% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% |
Frequently Asked Questions
RA and PAXS have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PAXS has higher volatility (3.15%) compared to RA (1.79%). In terms of maximum drawdown, RA dropped -50.66% vs PAXS's -22.28%.
RA currently has the higher Sharpe Ratio (0.99 vs 0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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