TNBIX vs. TNXAX
Compare and contrast key facts about 1290 SmartBeta Equity Fund (TNBIX) and 1290 Loomis Sayles Multi-Asset Income Fund Class A (TNXAX).
TNBIX is managed by 1290 Funds. It was launched on Nov 11, 2014. TNXAX is managed by 1290 Funds. It was launched on Mar 7, 2016.
Performance
TNBIX vs. TNXAX - Performance Comparison
Loading graphics...
TNBIX vs. TNXAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TNBIX 1290 SmartBeta Equity Fund | -2.03% | 13.93% | 16.70% | 16.79% | -14.43% | 22.84% | 11.09% | 26.66% | -5.66% | 19.47% |
TNXAX 1290 Loomis Sayles Multi-Asset Income Fund Class A | -0.52% | 10.19% | 8.37% | 9.11% | -8.74% | 10.02% | 13.24% | 18.22% | -4.28% | 8.13% |
Returns By Period
In the year-to-date period, TNBIX achieves a -2.03% return, which is significantly lower than TNXAX's -0.52% return.
TNBIX
- 1D
- 1.91%
- 1M
- -5.49%
- YTD
- -2.03%
- 6M
- -0.91%
- 1Y
- 10.43%
- 3Y*
- 13.36%
- 5Y*
- 8.69%
- 10Y*
- 10.18%
TNXAX
- 1D
- 0.39%
- 1M
- -4.68%
- YTD
- -0.52%
- 6M
- 1.71%
- 1Y
- 8.74%
- 3Y*
- 8.11%
- 5Y*
- 4.92%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TNBIX vs. TNXAX - Expense Ratio Comparison
TNBIX has a 0.85% expense ratio, which is lower than TNXAX's 1.14% expense ratio.
Return for Risk
TNBIX vs. TNXAX — Risk / Return Rank
TNBIX
TNXAX
TNBIX vs. TNXAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1290 SmartBeta Equity Fund (TNBIX) and 1290 Loomis Sayles Multi-Asset Income Fund Class A (TNXAX). 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.
| TNBIX | TNXAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.42 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.86 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.62 | -0.42 |
Martin ratioReturn relative to average drawdown | 5.76 | 6.36 | -0.60 |
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
| TNBIX | TNXAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.42 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.63 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.73 | -0.12 |
Correlation
The correlation between TNBIX and TNXAX is 0.87, 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
TNBIX vs. TNXAX - Dividend Comparison
TNBIX's dividend yield for the trailing twelve months is around 4.89%, less than TNXAX's 7.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TNBIX 1290 SmartBeta Equity Fund | 4.89% | 4.80% | 4.47% | 1.44% | 1.08% | 7.47% | 1.31% | 2.27% | 5.45% | 1.59% | 1.32% |
TNXAX 1290 Loomis Sayles Multi-Asset Income Fund Class A | 7.49% | 7.45% | 9.48% | 5.31% | 4.42% | 9.95% | 7.91% | 5.34% | 4.75% | 6.06% | 0.00% |
Drawdowns
TNBIX vs. TNXAX - Drawdown Comparison
The maximum TNBIX drawdown since its inception was -30.11%, which is greater than TNXAX's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for TNBIX and TNXAX.
Loading graphics...
Drawdown Indicators
| TNBIX | TNXAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.11% | -20.07% | -10.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -5.58% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -17.80% | -5.33% |
Max Drawdown (10Y)Largest decline over 10 years | -30.11% | — | — |
Current DrawdownCurrent decline from peak | -5.81% | -5.03% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -2.96% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.42% | +0.57% |
Volatility
TNBIX vs. TNXAX - Volatility Comparison
1290 SmartBeta Equity Fund (TNBIX) has a higher volatility of 4.15% compared to 1290 Loomis Sayles Multi-Asset Income Fund Class A (TNXAX) at 2.56%. This indicates that TNBIX's price experiences larger fluctuations and is considered to be riskier than TNXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TNBIX | TNXAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 2.56% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 6.82% | 4.45% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.88% | 6.32% | +6.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 7.89% | +5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 9.05% | +5.74% |