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RMCA vs. AMUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RMCA vs. AMUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller California Municipal Bond ETF (RMCA) and abrdn Ultra Short Municipal Income Active ETF (AMUN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with RMCA having a 1.47% return and AMUN slightly higher at 1.49%.


RMCA

1D
0.10%
1M
-1.88%
6M
0.99%
YTD
1.47%
1Y
6.24%
3Y*
5Y*
10Y*
ALL TIME*
1.82%

AMUN

1D
0.01%
1M
0.15%
6M
1.16%
YTD
1.49%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$29.15K$42.78K$73.20K
$65.59K$81.65K$95.82K

RMCA vs. AMUN - Yearly Performance Comparison


Correlation

The correlation between RMCA and AMUN is 0.21, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 20, 2025

0.21

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Return for Risk

RMCA vs. AMUN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RMCA
RMCA Risk / Return Rank: 7474
Overall Rank
RMCA Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
RMCA Sortino Ratio Rank: 7575
Sortino Ratio Rank
RMCA Omega Ratio Rank: 8282
Omega Ratio Rank
RMCA Calmar Ratio Rank: 7070
Calmar Ratio Rank
RMCA Martin Ratio Rank: 7070
Martin Ratio Rank

AMUN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RMCA vs. AMUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller California Municipal Bond ETF (RMCA) and abrdn Ultra Short Municipal Income Active ETF (AMUN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RMCAAMUNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

2.67

Martin ratioReturn relative to average drawdown

9.25

RMCA vs. AMUN - Sharpe Ratio Comparison


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Drawdowns

RMCA vs. AMUN - Drawdown Comparison

The maximum RMCA drawdown since its inception was -5.95%, which is greater than AMUN's maximum drawdown of -0.61%. Use the drawdown chart below to compare losses from any high point for RMCA and AMUN.


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Drawdown Indicators


RMCAAMUNDifference

Max Drawdown

Largest peak-to-trough decline

-5.95%

-0.61%

-5.34%

Max Drawdown (1Y)

Largest decline over 1 year

-2.35%

Current Drawdown

Current decline from peak

-1.98%

0.00%

-1.98%

Average Drawdown

Average peak-to-trough decline

-1.55%

-0.07%

-1.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.68%

Volatility

RMCA vs. AMUN - Volatility Comparison


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Volatility by Period


RMCAAMUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

Volatility (6M)

Calculated over the trailing 6-month period

2.63%

Volatility (1Y)

Calculated over the trailing 1-year period

3.49%

0.94%

+2.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.23%

0.94%

+4.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.23%

0.94%

+4.29%

RMCA vs. AMUN - Expense Ratio Comparison

RMCA has a 0.55% expense ratio, which is higher than AMUN's 0.25% expense ratio.


Dividends

RMCA vs. AMUN - Dividend Comparison

RMCA's dividend yield for the trailing twelve months is around 4.44%, more than AMUN's 2.38% yield.


Frequently Asked Questions


RMCA and AMUN have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AMUN is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AMUN is cheaper with a 0.25% expense ratio, compared with 0.55% for RMCA.

RMCA has the higher dividend yield at 4.44%, compared with 2.38% for AMUN.

They also come from different issuers: Rockefeller and abrdn. Their fees differ too: 0.55% for RMCA and 0.25% for AMUN.

Portfolio Optimizer

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