PRINX vs. MUB

In the year-to-date period, PRINX achieves a -2.87% return, which is significantly lower than MUB's -1.65% return. Over the past 10 years, PRINX has outperformed MUB with an annualized return of 2.12%, while MUB has yielded a comparatively lower 1.95% annualized return.

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PRINX has a 0.50% expense ratio, which is higher than MUB's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Summit Municipal Income Fund (PRINX) and iShares National AMT-Free Muni Bond ETF (MUB). 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.

The current PRINX Sharpe Ratio is -0.01, which is lower than the MUB Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of PRINX and MUB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRINX's dividend yield for the trailing twelve months is around 3.53%, more than MUB's 3.16% yield.

The maximum PRINX drawdown since its inception was -15.70%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for PRINX and MUB. For additional features, visit the drawdowns tool.

T. Rowe Price Summit Municipal Income Fund (PRINX) and iShares National AMT-Free Muni Bond ETF (MUB) have volatilities of 1.15% and 1.18%, 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.