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ABNFX vs. AMHIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ABNFX vs. AMHIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Bond Fund of America® Class F-2 (ABNFX) and American High-Income Municipal Bond Fund (AMHIX). The values are adjusted to include any dividend payments, if applicable.

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ABNFX vs. AMHIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABNFX
American Funds The Bond Fund of America® Class F-2
-0.82%7.42%1.42%4.29%-13.08%-0.88%10.86%8.08%0.15%3.48%
AMHIX
American High-Income Municipal Bond Fund
-0.51%5.70%6.19%7.18%-12.59%5.28%4.39%8.88%1.59%8.89%

Returns By Period

In the year-to-date period, ABNFX achieves a -0.82% return, which is significantly lower than AMHIX's -0.51% return. Over the past 10 years, ABNFX has underperformed AMHIX with an annualized return of 1.93%, while AMHIX has yielded a comparatively higher 3.20% annualized return.


ABNFX

1D
0.45%
1M
-2.51%
YTD
-0.82%
6M
0.27%
1Y
3.61%
3Y*
3.09%
5Y*
0.00%
10Y*
1.93%

AMHIX

1D
0.07%
1M
-2.70%
YTD
-0.51%
6M
1.18%
1Y
3.94%
3Y*
5.30%
5Y*
1.65%
10Y*
3.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ABNFX vs. AMHIX - Expense Ratio Comparison

ABNFX has a 0.35% expense ratio, which is lower than AMHIX's 0.63% expense ratio.


Return for Risk

ABNFX vs. AMHIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABNFX
ABNFX Risk / Return Rank: 5252
Overall Rank
ABNFX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ABNFX Sortino Ratio Rank: 5151
Sortino Ratio Rank
ABNFX Omega Ratio Rank: 3737
Omega Ratio Rank
ABNFX Calmar Ratio Rank: 7272
Calmar Ratio Rank
ABNFX Martin Ratio Rank: 4848
Martin Ratio Rank

AMHIX
AMHIX Risk / Return Rank: 3838
Overall Rank
AMHIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
AMHIX Sortino Ratio Rank: 2929
Sortino Ratio Rank
AMHIX Omega Ratio Rank: 6161
Omega Ratio Rank
AMHIX Calmar Ratio Rank: 3535
Calmar Ratio Rank
AMHIX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ABNFX vs. AMHIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America® Class F-2 (ABNFX) and American High-Income Municipal Bond Fund (AMHIX). 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.


ABNFXAMHIXDifference

Sharpe ratio

Return per unit of total volatility

0.96

0.77

+0.19

Sortino ratio

Return per unit of downside risk

1.38

1.04

+0.34

Omega ratio

Gain probability vs. loss probability

1.17

1.23

-0.06

Calmar ratio

Return relative to maximum drawdown

1.61

0.94

+0.68

Martin ratio

Return relative to average drawdown

4.66

3.04

+1.62

ABNFX vs. AMHIX - Sharpe Ratio Comparison

The current ABNFX Sharpe Ratio is 0.96, which is comparable to the AMHIX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of ABNFX and AMHIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ABNFXAMHIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

0.77

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.35

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.71

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

1.39

-0.74

Correlation

The correlation between ABNFX and AMHIX is 0.49, 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.


Dividends

ABNFX vs. AMHIX - Dividend Comparison

ABNFX's dividend yield for the trailing twelve months is around 4.02%, which matches AMHIX's 4.03% yield.


TTM20252024202320222021202020192018201720162015
ABNFX
American Funds The Bond Fund of America® Class F-2
4.02%4.37%4.55%3.19%2.37%2.07%5.15%3.72%2.65%2.10%2.31%2.24%
AMHIX
American High-Income Municipal Bond Fund
4.03%5.26%3.80%3.10%2.53%3.23%3.40%3.46%3.67%4.01%3.55%4.03%

Drawdowns

ABNFX vs. AMHIX - Drawdown Comparison

The maximum ABNFX drawdown since its inception was -17.69%, smaller than the maximum AMHIX drawdown of -21.74%. Use the drawdown chart below to compare losses from any high point for ABNFX and AMHIX.


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Drawdown Indicators


ABNFXAMHIXDifference

Max Drawdown

Largest peak-to-trough decline

-17.69%

-21.74%

+4.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-5.60%

+2.66%

Max Drawdown (5Y)

Largest decline over 5 years

-17.65%

-17.81%

+0.16%

Max Drawdown (10Y)

Largest decline over 10 years

-17.69%

-17.81%

+0.12%

Current Drawdown

Current decline from peak

-2.91%

-2.70%

-0.21%

Average Drawdown

Average peak-to-trough decline

-3.30%

-2.13%

-1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

1.72%

-0.70%

Volatility

ABNFX vs. AMHIX - Volatility Comparison

American Funds The Bond Fund of America® Class F-2 (ABNFX) has a higher volatility of 1.51% compared to American High-Income Municipal Bond Fund (AMHIX) at 1.08%. This indicates that ABNFX's price experiences larger fluctuations and is considered to be riskier than AMHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ABNFXAMHIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

1.08%

+0.43%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

1.84%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

4.39%

6.43%

-2.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.91%

4.80%

+1.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.87%

4.51%

+0.36%