AIFRX vs. AHYMX
Compare and contrast key facts about abrdn Global Infrastructure Fund (AIFRX) and abrdn Short Duration High Yield Municipal Fund (AHYMX).
AIFRX is managed by Aberdeen. It was launched on Nov 2, 2008. AHYMX is managed by Aberdeen. It was launched on May 30, 2013.
Performance
AIFRX vs. AHYMX - Performance Comparison
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AIFRX vs. AHYMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 11.13% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
AHYMX abrdn Short Duration High Yield Municipal Fund | -0.22% | 2.91% | 4.07% | 1.56% | -9.36% | 4.06% | 1.81% | 5.23% | 1.50% | 4.19% |
Returns By Period
In the year-to-date period, AIFRX achieves a 11.13% return, which is significantly higher than AHYMX's -0.22% return. Over the past 10 years, AIFRX has outperformed AHYMX with an annualized return of 10.63%, while AHYMX has yielded a comparatively lower 1.53% annualized return.
AIFRX
- 1D
- 1.53%
- 1M
- -3.01%
- YTD
- 11.13%
- 6M
- 14.30%
- 1Y
- 29.00%
- 3Y*
- 15.61%
- 5Y*
- 10.87%
- 10Y*
- 10.63%
AHYMX
- 1D
- 0.34%
- 1M
- -1.43%
- YTD
- -0.22%
- 6M
- 1.08%
- 1Y
- 1.88%
- 3Y*
- 2.54%
- 5Y*
- 0.26%
- 10Y*
- 1.53%
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AIFRX vs. AHYMX - Expense Ratio Comparison
AIFRX has a 0.99% expense ratio, which is higher than AHYMX's 0.68% expense ratio.
Return for Risk
AIFRX vs. AHYMX — Risk / Return Rank
AIFRX
AHYMX
AIFRX vs. AHYMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Infrastructure Fund (AIFRX) and abrdn Short Duration High Yield Municipal Fund (AHYMX). 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.
| AIFRX | AHYMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.55 | +1.88 |
Sortino ratioReturn per unit of downside risk | 3.06 | 0.78 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.14 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 3.39 | 0.70 | +2.69 |
Martin ratioReturn relative to average drawdown | 16.01 | 1.95 | +14.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIFRX | AHYMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.55 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.09 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.94 | -0.22 |
Correlation
The correlation between AIFRX and AHYMX is 0.11, 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
AIFRX vs. AHYMX - Dividend Comparison
AIFRX's dividend yield for the trailing twelve months is around 7.07%, more than AHYMX's 4.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 7.07% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |
AHYMX abrdn Short Duration High Yield Municipal Fund | 4.20% | 4.52% | 3.32% | 2.21% | 2.05% | 2.31% | 2.74% | 3.10% | 3.39% | 2.82% | 3.28% | 3.43% |
Drawdowns
AIFRX vs. AHYMX - Drawdown Comparison
The maximum AIFRX drawdown since its inception was -38.38%, which is greater than AHYMX's maximum drawdown of -11.53%. Use the drawdown chart below to compare losses from any high point for AIFRX and AHYMX.
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Drawdown Indicators
| AIFRX | AHYMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.38% | -11.53% | -26.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -3.81% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.75% | -11.53% | -11.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | -11.53% | -26.85% |
Current DrawdownCurrent decline from peak | -3.40% | -1.80% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -2.51% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.37% | +0.46% |
Volatility
AIFRX vs. AHYMX - Volatility Comparison
abrdn Global Infrastructure Fund (AIFRX) has a higher volatility of 4.59% compared to abrdn Short Duration High Yield Municipal Fund (AHYMX) at 0.98%. This indicates that AIFRX's price experiences larger fluctuations and is considered to be riskier than AHYMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIFRX | AHYMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 0.98% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 1.66% | +5.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 4.03% | +8.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.98% | 2.87% | +11.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 2.58% | +13.29% |