RELVX vs. PMAIX
Compare and contrast key facts about Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and Pioneer Multi-Asset Income Fund A (PMAIX).
RELVX is managed by Russell. It was launched on Mar 23, 1998. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
RELVX vs. PMAIX - Performance Comparison
Loading graphics...
RELVX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | -3.84% | 18.70% | 12.82% | 18.70% | -17.25% | 20.58% | 4.04% | 18.42% | -9.80% | 15.56% |
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, RELVX achieves a -3.84% return, which is significantly lower than PMAIX's 0.80% return. Over the past 10 years, RELVX has underperformed PMAIX with an annualized return of 8.02%, while PMAIX has yielded a comparatively higher 8.45% annualized return.
RELVX
- 1D
- -0.13%
- 1M
- -8.39%
- YTD
- -3.84%
- 6M
- -1.15%
- 1Y
- 15.23%
- 3Y*
- 12.95%
- 5Y*
- 7.12%
- 10Y*
- 8.02%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RELVX vs. PMAIX - Expense Ratio Comparison
RELVX has a 0.72% expense ratio, which is lower than PMAIX's 0.85% expense ratio.
Return for Risk
RELVX vs. PMAIX — Risk / Return Rank
RELVX
PMAIX
RELVX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) 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.
| RELVX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.39 | -1.35 |
Sortino ratioReturn per unit of downside risk | 1.53 | 3.02 | -1.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.51 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.32 | -1.08 |
Martin ratioReturn relative to average drawdown | 5.85 | 10.88 | -5.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RELVX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.39 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 1.11 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 1.12 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 1.12 | -0.93 |
Correlation
The correlation between RELVX and PMAIX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RELVX vs. PMAIX - Dividend Comparison
RELVX's dividend yield for the trailing twelve months is around 11.10%, more than PMAIX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | 11.10% | 10.67% | 0.80% | 1.15% | 5.74% | 8.12% | 1.67% | 3.09% | 5.24% | 2.47% | 1.82% | 1.15% |
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
RELVX vs. PMAIX - Drawdown Comparison
The maximum RELVX drawdown since its inception was -66.26%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for RELVX and PMAIX.
Loading graphics...
Drawdown Indicators
| RELVX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.26% | -24.12% | -42.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -7.06% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -13.97% | -11.56% |
Max Drawdown (10Y)Largest decline over 10 years | -34.08% | -24.12% | -9.96% |
Current DrawdownCurrent decline from peak | -8.77% | -3.62% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -2.68% | -14.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.51% | +0.83% |
Volatility
RELVX vs. PMAIX - Volatility Comparison
Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) has a higher volatility of 4.24% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.19%. This indicates that RELVX'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.
Loading graphics...
Volatility by Period
| RELVX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 2.19% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 4.15% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 7.19% | +7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 7.20% | +7.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.14% | 7.58% | +7.56% |