ABEIX vs. TQQQ

In the year-to-date period, ABEIX achieves a -1.60% return, which is significantly higher than TQQQ's -25.08% return. Over the past 10 years, ABEIX has underperformed TQQQ with an annualized return of 1.47%, while TQQQ has yielded a comparatively higher 29.75% annualized return.

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ABEIX has a 0.50% expense ratio, which is lower than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for abrdn Intermediate Municipal Income Fund (ABEIX) and ProShares UltraPro QQQ (TQQQ). 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.

The current ABEIX Sharpe Ratio is 0.21, which is higher than the TQQQ Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of ABEIX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ABEIX's dividend yield for the trailing twelve months is around 3.77%, more than TQQQ's 1.67% yield.

The maximum ABEIX drawdown since its inception was -12.55%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for ABEIX and TQQQ. For additional features, visit the drawdowns tool.

The current volatility for abrdn Intermediate Municipal Income Fund (ABEIX) is 3.55%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 38.46%. This indicates that ABEIX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.