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AHMFX vs. NMCO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AHMFX vs. NMCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American High-Income Municipal Bond Fund Class F-2 (AHMFX) and Nuveen Municipal Credit Opportunities Fund (NMCO). The values are adjusted to include any dividend payments, if applicable.

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AHMFX vs. NMCO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
AHMFX
American High-Income Municipal Bond Fund Class F-2
-0.15%6.03%6.45%7.04%-12.44%5.49%4.61%1.74%
NMCO
Nuveen Municipal Credit Opportunities Fund
6.43%4.18%13.64%-4.19%-25.66%26.98%-11.55%2.16%

Returns By Period

In the year-to-date period, AHMFX achieves a -0.15% return, which is significantly lower than NMCO's 6.43% return.


AHMFX

1D
0.33%
1M
-2.06%
YTD
-0.15%
6M
1.48%
1Y
4.18%
3Y*
5.55%
5Y*
1.86%
10Y*
3.42%

NMCO

1D
0.95%
1M
-1.65%
YTD
6.43%
6M
1.82%
1Y
7.40%
3Y*
4.68%
5Y*
0.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AHMFX vs. NMCO - Expense Ratio Comparison

AHMFX has a 0.42% expense ratio, which is higher than NMCO's 0.04% expense ratio.


Return for Risk

AHMFX vs. NMCO — Risk / Return Rank

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

AHMFX
AHMFX Risk / Return Rank: 2626
Overall Rank
AHMFX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AHMFX Sortino Ratio Rank: 1818
Sortino Ratio Rank
AHMFX Omega Ratio Rank: 4343
Omega Ratio Rank
AHMFX Calmar Ratio Rank: 2626
Calmar Ratio Rank
AHMFX Martin Ratio Rank: 2323
Martin Ratio Rank

NMCO
NMCO Risk / Return Rank: 1818
Overall Rank
NMCO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
NMCO Sortino Ratio Rank: 1818
Sortino Ratio Rank
NMCO Omega Ratio Rank: 1616
Omega Ratio Rank
NMCO Calmar Ratio Rank: 2121
Calmar Ratio Rank
NMCO Martin Ratio Rank: 1616
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.

AHMFX vs. NMCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American High-Income Municipal Bond Fund Class F-2 (AHMFX) and Nuveen Municipal Credit Opportunities Fund (NMCO). 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.


AHMFXNMCODifference

Sharpe ratio

Return per unit of total volatility

0.71

0.67

+0.05

Sortino ratio

Return per unit of downside risk

0.97

0.95

+0.02

Omega ratio

Gain probability vs. loss probability

1.21

1.13

+0.08

Calmar ratio

Return relative to maximum drawdown

0.99

0.90

+0.09

Martin ratio

Return relative to average drawdown

3.25

2.43

+0.82

AHMFX vs. NMCO - Sharpe Ratio Comparison

The current AHMFX Sharpe Ratio is 0.71, which is comparable to the NMCO Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of AHMFX and NMCO, 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


AHMFXNMCODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

0.67

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.04

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

1.52

0.02

+1.50

Correlation

The correlation between AHMFX and NMCO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

AHMFX vs. NMCO - Dividend Comparison

AHMFX's dividend yield for the trailing twelve months is around 4.25%, less than NMCO's 7.70% yield.


TTM20252024202320222021202020192018201720162015
AHMFX
American High-Income Municipal Bond Fund Class F-2
4.25%5.58%4.04%2.97%2.71%3.44%3.60%3.68%3.88%4.19%3.74%4.19%
NMCO
Nuveen Municipal Credit Opportunities Fund
7.70%8.04%6.79%5.96%6.65%4.75%5.57%0.83%0.00%0.00%0.00%0.00%

Drawdowns

AHMFX vs. NMCO - Drawdown Comparison

The maximum AHMFX drawdown since its inception was -17.65%, smaller than the maximum NMCO drawdown of -42.03%. Use the drawdown chart below to compare losses from any high point for AHMFX and NMCO.


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Drawdown Indicators


AHMFXNMCODifference

Max Drawdown

Largest peak-to-trough decline

-17.65%

-42.03%

+24.38%

Max Drawdown (1Y)

Largest decline over 1 year

-5.60%

-8.68%

+3.08%

Max Drawdown (5Y)

Largest decline over 5 years

-17.65%

-39.82%

+22.17%

Max Drawdown (10Y)

Largest decline over 10 years

-17.65%

Current Drawdown

Current decline from peak

-2.38%

-11.48%

+9.10%

Average Drawdown

Average peak-to-trough decline

-2.38%

-16.19%

+13.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.70%

3.26%

-1.56%

Volatility

AHMFX vs. NMCO - Volatility Comparison

The current volatility for American High-Income Municipal Bond Fund Class F-2 (AHMFX) is 1.15%, while Nuveen Municipal Credit Opportunities Fund (NMCO) has a volatility of 3.52%. This indicates that AHMFX experiences smaller price fluctuations and is considered to be less risky than NMCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AHMFXNMCODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.15%

3.52%

-2.37%

Volatility (6M)

Calculated over the trailing 6-month period

1.88%

6.63%

-4.75%

Volatility (1Y)

Calculated over the trailing 1-year period

6.45%

11.15%

-4.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.82%

14.08%

-9.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.53%

19.71%

-15.18%