TIBAX vs. PMAIX
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and Pioneer Multi-Asset Income Fund A (PMAIX).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. PMAIX is managed by Amundi US. It was launched on Dec 22, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBAX or PMAIX.
Correlation
The correlation between TIBAX and PMAIX is 0.59, 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.
Performance
TIBAX vs. PMAIX - Performance Comparison
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Key characteristics
TIBAX:
1.47
PMAIX:
1.44
TIBAX:
2.07
PMAIX:
1.92
TIBAX:
1.32
PMAIX:
1.30
TIBAX:
1.91
PMAIX:
1.35
TIBAX:
7.27
PMAIX:
5.80
TIBAX:
2.41%
PMAIX:
1.86%
TIBAX:
11.45%
PMAIX:
7.33%
TIBAX:
-46.73%
PMAIX:
-24.12%
TIBAX:
0.00%
PMAIX:
0.00%
Returns By Period
In the year-to-date period, TIBAX achieves a 12.91% return, which is significantly higher than PMAIX's 9.09% return. Over the past 10 years, TIBAX has outperformed PMAIX with an annualized return of 7.50%, while PMAIX has yielded a comparatively lower 6.63% annualized return.
TIBAX
12.91%
6.62%
14.25%
16.63%
15.89%
7.50%
PMAIX
9.09%
5.84%
8.14%
10.39%
11.74%
6.63%
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TIBAX vs. PMAIX - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than PMAIX's 0.85% expense ratio.
Risk-Adjusted Performance
TIBAX vs. PMAIX — Risk-Adjusted Performance Rank
TIBAX
PMAIX
TIBAX vs. PMAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) 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.
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Dividends
TIBAX vs. PMAIX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 4.08%, less than PMAIX's 5.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 4.08% | 4.57% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% | 5.20% |
PMAIX Pioneer Multi-Asset Income Fund A | 5.95% | 6.35% | 6.61% | 5.71% | 5.36% | 5.39% | 5.79% | 5.82% | 6.69% | 5.53% | 5.92% | 6.24% |
Drawdowns
TIBAX vs. PMAIX - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -46.73%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for TIBAX and PMAIX. For additional features, visit the drawdowns tool.
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Volatility
TIBAX vs. PMAIX - Volatility Comparison
Thornburg Investment Income Builder Fund (TIBAX) has a higher volatility of 2.32% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 1.35%. This indicates that TIBAX'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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