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AMHIX vs. AMUSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMHIX vs. AMUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American High-Income Municipal Bond Fund (AMHIX) and American Funds U.S. Government Securities Fund (AMUSX). The values are adjusted to include any dividend payments, if applicable.

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AMHIX vs. AMUSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
AMUSX
American Funds U.S. Government Securities Fund
-0.80%7.55%0.63%2.79%-11.50%-0.84%9.44%5.03%0.64%1.54%

Returns By Period

In the year-to-date period, AMHIX achieves a -0.51% return, which is significantly higher than AMUSX's -0.80% return. Over the past 10 years, AMHIX has outperformed AMUSX with an annualized return of 3.20%, while AMUSX has yielded a comparatively lower 1.11% annualized return.


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%

AMUSX

1D
0.59%
1M
-2.29%
YTD
-0.80%
6M
0.26%
1Y
3.32%
3Y*
2.41%
5Y*
-0.07%
10Y*
1.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMHIX vs. AMUSX - Expense Ratio Comparison

AMHIX has a 0.63% expense ratio, which is higher than AMUSX's 0.61% expense ratio.


Return for Risk

AMHIX vs. AMUSX — Risk / Return Rank

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

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

AMUSX
AMUSX Risk / Return Rank: 4444
Overall Rank
AMUSX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
AMUSX Sortino Ratio Rank: 4040
Sortino Ratio Rank
AMUSX Omega Ratio Rank: 2929
Omega Ratio Rank
AMUSX Calmar Ratio Rank: 6767
Calmar Ratio Rank
AMUSX Martin Ratio Rank: 4343
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.

AMHIX vs. AMUSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American High-Income Municipal Bond Fund (AMHIX) and American Funds U.S. Government Securities Fund (AMUSX). 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.


AMHIXAMUSXDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.83

-0.07

Sortino ratio

Return per unit of downside risk

1.04

1.25

-0.21

Omega ratio

Gain probability vs. loss probability

1.23

1.15

+0.08

Calmar ratio

Return relative to maximum drawdown

0.94

1.52

-0.58

Martin ratio

Return relative to average drawdown

3.04

4.40

-1.37

AMHIX vs. AMUSX - Sharpe Ratio Comparison

The current AMHIX Sharpe Ratio is 0.77, which is comparable to the AMUSX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of AMHIX and AMUSX, 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


AMHIXAMUSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

0.83

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

-0.01

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.23

+0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

0.83

+0.55

Correlation

The correlation between AMHIX and AMUSX is 0.50, 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

AMHIX vs. AMUSX - Dividend Comparison

AMHIX's dividend yield for the trailing twelve months is around 4.03%, more than AMUSX's 3.63% yield.


TTM20252024202320222021202020192018201720162015
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%
AMUSX
American Funds U.S. Government Securities Fund
3.63%3.97%4.19%3.44%2.01%1.05%4.92%2.79%1.72%1.32%2.30%2.84%

Drawdowns

AMHIX vs. AMUSX - Drawdown Comparison

The maximum AMHIX drawdown since its inception was -21.74%, which is greater than AMUSX's maximum drawdown of -17.48%. Use the drawdown chart below to compare losses from any high point for AMHIX and AMUSX.


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Drawdown Indicators


AMHIXAMUSXDifference

Max Drawdown

Largest peak-to-trough decline

-21.74%

-17.48%

-4.26%

Max Drawdown (1Y)

Largest decline over 1 year

-5.60%

-2.94%

-2.66%

Max Drawdown (5Y)

Largest decline over 5 years

-17.81%

-16.84%

-0.97%

Max Drawdown (10Y)

Largest decline over 10 years

-17.81%

-17.48%

-0.33%

Current Drawdown

Current decline from peak

-2.70%

-3.68%

+0.98%

Average Drawdown

Average peak-to-trough decline

-2.13%

-2.75%

+0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

1.02%

+0.70%

Volatility

AMHIX vs. AMUSX - Volatility Comparison

The current volatility for American High-Income Municipal Bond Fund (AMHIX) is 1.08%, while American Funds U.S. Government Securities Fund (AMUSX) has a volatility of 1.60%. This indicates that AMHIX experiences smaller price fluctuations and is considered to be less risky than AMUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMHIXAMUSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

1.60%

-0.52%

Volatility (6M)

Calculated over the trailing 6-month period

1.84%

2.49%

-0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

6.43%

4.57%

+1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.80%

6.01%

-1.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.51%

4.83%

-0.32%