Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PMFRX (Pioneer Multi-Asset Income Fund Class R) NA 9.09% 8.49% 10.67% 5.82% NA NA
Data as of 05/08/2025, Common starting date is 12/04/2014
More Performance Analytics Comparison
Name Start Date End Date
PMFRX (Pioneer Multi-Asset Income Fund Class R) 12/04/2014 05/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.85 9.09 8.49 10.67 5.82 NA NA 6.56 7.43 8.00 0.03 10.89 4.32 10.19 -6.96 17.34 11.50 -3.19 -1.93
Sharpe Ratio NA 0.78 0.60 1.10 0.57 NA NA 1.72 0.72 0.72 -0.13 1.79 0.30 1.67 -1.46 4.16 1.50 -0.49 -2.03
Standard Deviation(%) NA 7.32 7.80 7.90 7.74 NA NA 9.83 5.28 6.12 10.42 6.08 13.72 5.22 5.72 4.02 7.55 6.58 11.81
Draw Down(%) NA 7.93 10.46 13.13 24.17 NA NA 7.93 4.06 5.97 13.13 5.45 24.17 6.01 10.79 1.42 7.28 10.34 4.70
Yield(%) 0.00 6.43 6.00 6.53 5.20 3.67 2.75 2.01 6.64 5.52 4.98 5.12 4.60 5.43 4.26 6.84 5.41 5.09 1.20
Data as of 05/08/2025, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMFRX (Pioneer Multi-Asset Income Fund Class R) -2.14%
Mar 2017 – Mar 2020
0.84%
Mar 2015 – Mar 2020
5.78%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMFRX (Pioneer Multi-Asset Income Fund Class R) 12.22%
Mar 2020 – Mar 2023
11.53%
Mar 2020 – Mar 2025
6.05%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return