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RMMZ vs. MHF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RMMZ vs. MHF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverNorth Managed Duration Municipal Income Fund II Inc. (RMMZ) and Western Asset Municipal High Income Fund Inc (MHF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RMMZ achieves a 6.29% return, which is significantly higher than MHF's 3.10% return.


RMMZ

1D
-0.35%
1M
2.58%
YTD
6.29%
6M
4.85%
1Y
13.55%
3Y*
5.90%
5Y*
10Y*

MHF

1D
-0.29%
1M
0.44%
YTD
3.10%
6M
3.01%
1Y
6.23%
3Y*
8.13%
5Y*
1.13%
10Y*
2.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RMMZ vs. MHF - Yearly Performance Comparison


2026 (YTD)2025202420232022
RMMZ
RiverNorth Managed Duration Municipal Income Fund II Inc.
6.29%4.99%2.72%11.22%-18.85%
MHF
Western Asset Municipal High Income Fund Inc
3.10%7.18%11.99%4.53%-10.42%

Correlation

The correlation between RMMZ and MHF is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2022

0.23

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Return for Risk

RMMZ vs. MHF — Risk / Return Rank

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

RMMZ
RMMZ Risk / Return Rank: 3333
Overall Rank
RMMZ Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
RMMZ Sortino Ratio Rank: 2929
Sortino Ratio Rank
RMMZ Omega Ratio Rank: 2828
Omega Ratio Rank
RMMZ Calmar Ratio Rank: 4545
Calmar Ratio Rank
RMMZ Martin Ratio Rank: 3838
Martin Ratio Rank

MHF
MHF Risk / Return Rank: 66
Overall Rank
MHF Sharpe Ratio Rank: 66
Sharpe Ratio Rank
MHF Sortino Ratio Rank: 66
Sortino Ratio Rank
MHF Omega Ratio Rank: 77
Omega Ratio Rank
MHF Calmar Ratio Rank: 77
Calmar Ratio Rank
MHF Martin Ratio Rank: 55
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.

RMMZ vs. MHF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverNorth Managed Duration Municipal Income Fund II Inc. (RMMZ) and Western Asset Municipal High Income Fund Inc (MHF). 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.


RMMZMHFDifference
Sharpe ratioReturn per unit of total volatility

+0.92

Sortino ratioReturn per unit of downside risk

+1.30

Omega ratioGain probability vs. loss probability

1.26

1.10

+0.16

Calmar ratioReturn relative to maximum drawdown

2.44

0.63

+1.81

Martin ratioReturn relative to average drawdown

7.88

1.03

+6.85

RMMZ vs. MHF - Sharpe Ratio Comparison

The current RMMZ Sharpe Ratio is 1.37, which is higher than the MHF Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of RMMZ and MHF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RMMZ vs. MHF - Drawdown Comparison

The maximum RMMZ drawdown since its inception was -27.15%, smaller than the maximum MHF drawdown of -29.95%. Use the drawdown chart below to compare losses from any high point for RMMZ and MHF.


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Drawdown Indicators


RMMZMHFDifference

Max Drawdown

Largest peak-to-trough decline

-27.15%

-29.95%

+2.80%

Max Drawdown (1Y)

Largest decline over 1 year

-5.58%

-9.96%

+4.38%

Max Drawdown (3Y)

Largest decline over 3 years

-18.77%

-13.32%

-5.45%

Max Drawdown (5Y)

Largest decline over 5 years

-26.72%

Max Drawdown (10Y)

Largest decline over 10 years

-26.72%

Current Drawdown

Current decline from peak

-0.35%

-5.23%

+4.88%

Average Drawdown

Average peak-to-trough decline

-9.58%

-6.34%

-3.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

6.06%

-4.34%

Volatility

RMMZ vs. MHF - Volatility Comparison

The current volatility for RiverNorth Managed Duration Municipal Income Fund II Inc. (RMMZ) is 1.65%, while Western Asset Municipal High Income Fund Inc (MHF) has a volatility of 2.40%. This indicates that RMMZ experiences smaller price fluctuations and is considered to be less risky than MHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RMMZMHFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.65%

2.40%

-0.75%

Volatility (6M)

Calculated over the trailing 6-month period

7.16%

6.69%

+0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

9.96%

13.94%

-3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.62%

13.87%

+3.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.62%

13.47%

+4.15%

Dividends

RMMZ vs. MHF - Dividend Comparison

RMMZ's dividend yield for the trailing twelve months is around 7.42%, more than MHF's 5.90% yield.


PositionTTM20252024202320222021202020192018201720162015
MHF
Western Asset Municipal High Income Fund Inc
5.90%5.93%5.65%3.78%3.72%3.23%3.75%4.02%4.42%4.14%4.53%4.45%
RMMZ
RiverNorth Managed Duration Municipal Income Fund II Inc.
7.42%7.86%7.82%7.45%6.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


RMMZ and MHF have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MHF has higher volatility (2.40%) compared to RMMZ (1.65%). In terms of maximum drawdown, RMMZ dropped -27.15% vs MHF's -29.95%.

RMMZ currently has the higher Sharpe Ratio (1.37 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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