PortfoliosLab logoPortfoliosLab logo
AMHIX vs. HIMFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMHIX vs. HIMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American High-Income Municipal Bond Fund (AMHIX) and American High-Income Municipal Bond Fund Class F-3 (HIMFX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AMHIX vs. HIMFX - 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%7.96%
HIMFX
American High-Income Municipal Bond Fund Class F-3
-0.45%4.69%6.23%7.89%-12.36%5.60%4.74%8.92%1.91%8.22%

Returns By Period

In the year-to-date period, AMHIX achieves a -0.51% return, which is significantly lower than HIMFX's -0.45% 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%

HIMFX

1D
0.07%
1M
-2.70%
YTD
-0.45%
6M
1.33%
1Y
3.90%
3Y*
5.19%
5Y*
1.71%
10Y*
*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.


AMHIX vs. HIMFX - Expense Ratio Comparison

AMHIX has a 0.63% expense ratio, which is higher than HIMFX's 0.31% expense ratio.


Return for Risk

AMHIX vs. HIMFX — 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

HIMFX
HIMFX Risk / Return Rank: 3232
Overall Rank
HIMFX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
HIMFX Sortino Ratio Rank: 2424
Sortino Ratio Rank
HIMFX Omega Ratio Rank: 5252
Omega Ratio Rank
HIMFX Calmar Ratio Rank: 3131
Calmar Ratio Rank
HIMFX Martin Ratio Rank: 2424
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. HIMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American High-Income Municipal Bond Fund (AMHIX) and American High-Income Municipal Bond Fund Class F-3 (HIMFX). 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.


AMHIXHIMFXDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.72

+0.05

Sortino ratio

Return per unit of downside risk

1.04

0.97

+0.07

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

0.94

0.87

+0.06

Martin ratio

Return relative to average drawdown

3.04

2.64

+0.40

AMHIX vs. HIMFX - Sharpe Ratio Comparison

The current AMHIX Sharpe Ratio is 0.77, which is comparable to the HIMFX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of AMHIX and HIMFX, 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


AMHIXHIMFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

0.72

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.36

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

0.80

+0.59

Correlation

The correlation between AMHIX and HIMFX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AMHIX vs. HIMFX - Dividend Comparison

AMHIX's dividend yield for the trailing twelve months is around 4.03%, which matches HIMFX's 4.00% 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%
HIMFX
American High-Income Municipal Bond Fund Class F-3
4.00%4.32%3.83%3.71%2.80%3.54%3.73%3.49%3.99%3.61%0.00%0.00%

Drawdowns

AMHIX vs. HIMFX - Drawdown Comparison

The maximum AMHIX drawdown since its inception was -21.74%, which is greater than HIMFX's maximum drawdown of -17.57%. Use the drawdown chart below to compare losses from any high point for AMHIX and HIMFX.


Loading graphics...

Drawdown Indicators


AMHIXHIMFXDifference

Max Drawdown

Largest peak-to-trough decline

-21.74%

-17.57%

-4.17%

Max Drawdown (1Y)

Largest decline over 1 year

-5.60%

-5.60%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-17.81%

-17.57%

-0.24%

Max Drawdown (10Y)

Largest decline over 10 years

-17.81%

Current Drawdown

Current decline from peak

-2.70%

-2.70%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.13%

-3.21%

+1.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

1.85%

-0.13%

Volatility

AMHIX vs. HIMFX - Volatility Comparison

American High-Income Municipal Bond Fund (AMHIX) and American High-Income Municipal Bond Fund Class F-3 (HIMFX) have volatilities of 1.08% and 1.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AMHIXHIMFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

1.08%

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

1.84%

1.87%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

6.43%

6.36%

+0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.80%

4.78%

+0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.51%

4.62%

-0.11%