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RALVX vs. PMAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RALVX vs. PMAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Russell Investments LifePoints Growth Strategy Fund (RALVX) and Pioneer Multi-Asset Income Fund A (PMAIX). The values are adjusted to include any dividend payments, if applicable.

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RALVX vs. PMAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RALVX
Russell Investments LifePoints Growth Strategy Fund
-3.52%17.44%11.36%17.18%-16.76%17.82%6.13%15.33%-7.92%13.55%
PMAIX
Pioneer Multi-Asset Income Fund A
0.80%23.03%6.09%7.32%-0.79%12.00%5.35%10.88%-6.10%17.97%

Returns By Period

In the year-to-date period, RALVX achieves a -3.52% return, which is significantly lower than PMAIX's 0.80% return. Over the past 10 years, RALVX has underperformed PMAIX with an annualized return of 7.29%, while PMAIX has yielded a comparatively higher 8.45% annualized return.


RALVX

1D
-0.08%
1M
-7.89%
YTD
-3.52%
6M
-1.00%
1Y
14.04%
3Y*
11.85%
5Y*
6.32%
10Y*
7.29%

PMAIX

1D
0.15%
1M
-3.62%
YTD
0.80%
6M
4.12%
1Y
16.77%
3Y*
11.84%
5Y*
7.92%
10Y*
8.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RALVX vs. PMAIX - Expense Ratio Comparison

RALVX has a 0.75% expense ratio, which is lower than PMAIX's 0.85% expense ratio.


Return for Risk

RALVX vs. PMAIX — Risk / Return Rank

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

RALVX
RALVX Risk / Return Rank: 5858
Overall Rank
RALVX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
RALVX Sortino Ratio Rank: 5959
Sortino Ratio Rank
RALVX Omega Ratio Rank: 6060
Omega Ratio Rank
RALVX Calmar Ratio Rank: 5252
Calmar Ratio Rank
RALVX Martin Ratio Rank: 6161
Martin Ratio Rank

PMAIX
PMAIX Risk / Return Rank: 9393
Overall Rank
PMAIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PMAIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
PMAIX Omega Ratio Rank: 9595
Omega Ratio Rank
PMAIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PMAIX Martin Ratio Rank: 9292
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.

RALVX vs. PMAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Growth Strategy Fund (RALVX) and Pioneer Multi-Asset Income Fund A (PMAIX). 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.


RALVXPMAIXDifference

Sharpe ratio

Return per unit of total volatility

1.06

2.39

-1.33

Sortino ratio

Return per unit of downside risk

1.55

3.02

-1.47

Omega ratio

Gain probability vs. loss probability

1.23

1.51

-0.28

Calmar ratio

Return relative to maximum drawdown

1.26

2.32

-1.06

Martin ratio

Return relative to average drawdown

5.87

10.88

-5.01

RALVX vs. PMAIX - Sharpe Ratio Comparison

The current RALVX Sharpe Ratio is 1.06, which is lower than the PMAIX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of RALVX and PMAIX, 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


RALVXPMAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

2.39

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

1.11

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

1.12

-0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

1.12

-0.90

Correlation

The correlation between RALVX and PMAIX is 0.70, 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

RALVX vs. PMAIX - Dividend Comparison

RALVX's dividend yield for the trailing twelve months is around 12.10%, more than PMAIX's 5.82% yield.


TTM20252024202320222021202020192018201720162015
RALVX
Russell Investments LifePoints Growth Strategy Fund
12.10%11.68%2.31%1.21%4.20%17.98%0.54%6.24%7.01%5.99%4.79%1.23%
PMAIX
Pioneer Multi-Asset Income Fund A
5.82%6.29%5.30%5.14%4.53%5.50%5.39%5.78%5.83%6.69%5.53%5.92%

Drawdowns

RALVX vs. PMAIX - Drawdown Comparison

The maximum RALVX drawdown since its inception was -59.59%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for RALVX and PMAIX.


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Drawdown Indicators


RALVXPMAIXDifference

Max Drawdown

Largest peak-to-trough decline

-59.59%

-24.12%

-35.47%

Max Drawdown (1Y)

Largest decline over 1 year

-10.04%

-7.06%

-2.98%

Max Drawdown (5Y)

Largest decline over 5 years

-24.35%

-13.97%

-10.38%

Max Drawdown (10Y)

Largest decline over 10 years

-30.08%

-24.12%

-5.96%

Current Drawdown

Current decline from peak

-8.16%

-3.62%

-4.54%

Average Drawdown

Average peak-to-trough decline

-13.34%

-2.68%

-10.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

1.51%

+0.65%

Volatility

RALVX vs. PMAIX - Volatility Comparison

Russell Investments LifePoints Growth Strategy Fund (RALVX) has a higher volatility of 3.98% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that RALVX's price experiences larger fluctuations and is considered to be riskier than PMAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RALVXPMAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.98%

2.19%

+1.79%

Volatility (6M)

Calculated over the trailing 6-month period

7.23%

4.15%

+3.08%

Volatility (1Y)

Calculated over the trailing 1-year period

13.41%

7.19%

+6.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.10%

7.20%

+5.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.63%

7.58%

+6.05%