PortfoliosLab logoPortfoliosLab logo
AHYMX vs. STK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AHYMX vs. STK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Short Duration High Yield Municipal Fund (AHYMX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AHYMX vs. STK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AHYMX
abrdn Short Duration High Yield Municipal Fund
-0.56%2.91%4.07%1.56%-9.36%4.06%1.81%5.23%1.50%4.19%
STK
Columbia Seligman Premium Technology Growth Closed Fund
4.31%24.85%17.74%46.60%-30.36%48.63%25.39%52.73%-14.91%33.52%

Returns By Period

In the year-to-date period, AHYMX achieves a -0.56% return, which is significantly lower than STK's 4.31% return. Over the past 10 years, AHYMX has underperformed STK with an annualized return of 1.49%, while STK has yielded a comparatively higher 19.03% annualized return.


AHYMX

1D
0.11%
1M
-1.87%
YTD
-0.56%
6M
0.63%
1Y
1.87%
3Y*
2.42%
5Y*
0.19%
10Y*
1.49%

STK

1D
5.54%
1M
-6.23%
YTD
4.31%
6M
12.70%
1Y
46.63%
3Y*
22.64%
5Y*
14.46%
10Y*
19.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AHYMX vs. STK - Expense Ratio Comparison

AHYMX has a 0.68% expense ratio, which is lower than STK's 1.26% expense ratio.


Return for Risk

AHYMX vs. STK — Risk / Return Rank

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

AHYMX
AHYMX Risk / Return Rank: 2222
Overall Rank
AHYMX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
AHYMX Sortino Ratio Rank: 1818
Sortino Ratio Rank
AHYMX Omega Ratio Rank: 2727
Omega Ratio Rank
AHYMX Calmar Ratio Rank: 2424
Calmar Ratio Rank
AHYMX Martin Ratio Rank: 1818
Martin Ratio Rank

STK
STK Risk / Return Rank: 9191
Overall Rank
STK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
STK Sortino Ratio Rank: 9090
Sortino Ratio Rank
STK Omega Ratio Rank: 8686
Omega Ratio Rank
STK Calmar Ratio Rank: 9595
Calmar Ratio Rank
STK Martin Ratio Rank: 9494
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.

AHYMX vs. STK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Short Duration High Yield Municipal Fund (AHYMX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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.


AHYMXSTKDifference

Sharpe ratio

Return per unit of total volatility

0.58

1.83

-1.25

Sortino ratio

Return per unit of downside risk

0.81

2.53

-1.72

Omega ratio

Gain probability vs. loss probability

1.15

1.36

-0.21

Calmar ratio

Return relative to maximum drawdown

0.70

3.31

-2.61

Martin ratio

Return relative to average drawdown

1.95

12.25

-10.30

AHYMX vs. STK - Sharpe Ratio Comparison

The current AHYMX Sharpe Ratio is 0.58, which is lower than the STK Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of AHYMX and STK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AHYMXSTKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.83

-1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.59

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.74

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.92

0.64

+0.29

Correlation

The correlation between AHYMX and STK is 0.04, 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

AHYMX vs. STK - Dividend Comparison

AHYMX's dividend yield for the trailing twelve months is around 4.21%, less than STK's 7.16% yield.


TTM20252024202320222021202020192018201720162015
AHYMX
abrdn Short Duration High Yield Municipal Fund
4.21%4.52%3.32%2.21%2.05%2.31%2.74%3.10%3.39%2.82%3.28%3.43%
STK
Columbia Seligman Premium Technology Growth Closed Fund
7.16%7.38%16.02%6.70%12.62%8.48%6.79%7.86%14.88%11.82%9.87%10.32%

Drawdowns

AHYMX vs. STK - Drawdown Comparison

The maximum AHYMX drawdown since its inception was -11.53%, smaller than the maximum STK drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for AHYMX and STK.


Loading graphics...

Drawdown Indicators


AHYMXSTKDifference

Max Drawdown

Largest peak-to-trough decline

-11.53%

-41.74%

+30.21%

Max Drawdown (1Y)

Largest decline over 1 year

-3.81%

-13.59%

+9.78%

Max Drawdown (5Y)

Largest decline over 5 years

-11.53%

-36.27%

+24.74%

Max Drawdown (10Y)

Largest decline over 10 years

-11.53%

-41.74%

+30.21%

Current Drawdown

Current decline from peak

-2.13%

-7.51%

+5.38%

Average Drawdown

Average peak-to-trough decline

-2.51%

-7.47%

+4.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.36%

3.67%

-2.31%

Volatility

AHYMX vs. STK - Volatility Comparison

The current volatility for abrdn Short Duration High Yield Municipal Fund (AHYMX) is 0.88%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 9.65%. This indicates that AHYMX experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AHYMXSTKDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.88%

9.65%

-8.77%

Volatility (6M)

Calculated over the trailing 6-month period

1.63%

17.90%

-16.27%

Volatility (1Y)

Calculated over the trailing 1-year period

4.02%

25.65%

-21.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.87%

24.83%

-21.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.58%

25.91%

-23.33%