PAXS vs HELE

Comparison between PIMCO Access Income Fund (PAXS, Company) and Helen of Troy Ltd (HELE, Company).

PAXS is from the Financial Services sector, while HELE is from the Consumer Defensive sector.

5-Year PerformancePAXS has outperformed HELE, delivering a return of +4.6% compared to -34.0%

PAXS vs HELE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAXS(COMPANY)	HELE(COMPANY)
Market Cap	$657M	$655M
Max Drawdown	36.76%	94.72%
Sharpe Ratio	0.03	0.58
5Y Beta	0.47	1.11
Industry	Asset Management	Household & Personal Products
P/E Ratio	6.96	-1.57
Forward P/E	N/A	8.26
PEG Ratio	2.26	-0.07
Debt to Equity	62.63%	84.90%
Free Cash Flow Yield	15.26%	17.11%
P/S Ratio	7.92	0.36
P/B Ratio	0.92	0.80

Market Cap

Winner

PAXS

$657M

HELE

$655M

Max Drawdown

Winner

PAXS

36.76%

HELE

94.72%

Sharpe Ratio

PAXS

0.03

Winner

HELE

0.58

5Y Beta

Winner

PAXS

0.47

HELE

1.11

Industry

PAXS

Asset Management

HELE

Household & Personal Products

P/E Ratio

PAXS

6.96

Winner

HELE

-1.57

Forward P/E

PAXS

N/A

HELE

8.26

PEG Ratio

PAXS

2.26

Winner

HELE

-0.07

Debt to Equity

Winner

PAXS

62.63%

HELE

84.90%

Free Cash Flow Yield

PAXS

15.26%

Winner

HELE

17.11%

P/S Ratio

PAXS

7.92

Winner

HELE

0.36

P/B Ratio

PAXS

0.92

Winner

HELE

0.80

PAXS vs HELE - Historical Returns

Returns include dividend reinvestment.

Period	PAXS	HELE
1 month	-1.26%	-4.09%
3 months	-0.68%	+20.43%
6 months	-5.65%	+68.36%
1 year	+2.97%	+24.46%
5 years(CAGR)	+4.58%	-34.05%
10 years(CAGR)	N/A	-11.95%
Max(CAGR)	+4.58%	+4.29%

Winner

PAXS

-1.26%

HELE

-4.09%

PAXS

-0.68%

Winner

HELE

+20.43%

PAXS

-5.65%

Winner

HELE

+68.36%

PAXS

+2.97%

Winner

HELE

+24.46%

5Y(CAGR)

Winner

PAXS

+4.58%

HELE

-34.05%

10Y(CAGR)

PAXS

N/A

HELE

-11.95%

Max(CAGR)

Winner

PAXS

+4.58%

HELE

+4.29%

PAXS vs HELE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PAXS	HELE
2026	-0.27%	+35.27%
2025	+10.24%	-64.30%
2024	+17.06%	-50.99%
2023	+6.44%	+9.05%
2022	-16.65%	-54.68%
2021	N/A	+11.02%
2020	N/A	+21.20%
2019	N/A	+37.99%
2018	N/A	+36.72%
2017	N/A	+12.36%
2016	N/A	-6.11%
2015	N/A	+45.47%
2014	N/A	+33.92%
2013	N/A	+45.15%
2012	N/A	+5.86%
2011	N/A	+0.10%
2010	N/A	+23.40%
2009	N/A	+38.27%
2008	N/A	+5.53%
2007	N/A	-31.77%
2006	N/A	+49.57%
2005	N/A	-51.37%
2004	N/A	+45.81%
2003	N/A	+94.45%
2002	N/A	-5.98%
2001	N/A	+134.99%
2000	N/A	-32.76%
1999	N/A	-20.00%

PAXS vs HELE Drawdown Comparison

The maximum drawdown for PAXS was -22.28%, occurring on Jun 16, 2022. Recovery took 514 trading sessions.

The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current PAXS drawdown is -5.65%. The current HELE drawdown is -89.39%.

Rank	PAXS	HELE
#1	-22.28% Feb 2, 2022 - Feb 21, 2024	-94.72% Jan 27, 2021 - Mar 27, 2026
#2	-12.90% Nov 29, 2024 - Aug 1, 2025	-76.82% Jul 2, 2004 - Feb 12, 2013
#3	-12.09% Jan 30, 2026 - Mar 27, 2026	-61.08% Nov 26, 1999 - Jul 12, 2001
#4	-8.45% Oct 2, 2024 - Nov 29, 2024	-45.07% Feb 11, 2020 - Jul 9, 2020
#5	-8.14% Apr 8, 2024 - May 3, 2024	-43.39% Jul 23, 2001 - Jan 8, 2002
#6	-7.14% Oct 8, 2025 - Jan 22, 2026	-42.94% Jan 15, 2002 - May 13, 2003
#7	-5.54% May 22, 2024 - Aug 19, 2024	-25.99% Jun 8, 2016 - Jul 9, 2018
#8	-2.48% May 3, 2024 - May 21, 2024	-25.43% Mar 18, 2014 - Jan 9, 2015
#9	-2.30% Mar 12, 2024 - Mar 28, 2024	-24.87% Sep 4, 2003 - Jan 13, 2004
#10	-2.10% Mar 4, 2024 - Mar 12, 2024	-24.59% Dec 3, 2018 - Jul 10, 2019
#11	-2.00% Feb 26, 2024 - Mar 4, 2024	-20.53% Dec 4, 2015 - Mar 29, 2016
#12	-1.48% Sep 11, 2025 - Oct 1, 2025	-17.30% Jun 25, 2015 - Oct 9, 2015
#13	-1.40% Aug 19, 2024 - Aug 27, 2024	-15.70% May 4, 2004 - Jun 30, 2004
#14	-1.15% Sep 16, 2024 - Sep 23, 2024	-12.61% Aug 24, 2020 - Dec 8, 2020
#15	-1.08% Sep 24, 2024 - Sep 30, 2024	-11.75% Mar 1, 2004 - Apr 6, 2004