SDHIX vs. HIMYX
Compare and contrast key facts about Lord Abbett Short Duration High Income Municipal Bond Fund (SDHIX) and Pioneer High Income Municipal Fund (HIMYX).
SDHIX is managed by Lord Abbett. It was launched on Jun 14, 2015. HIMYX is managed by Amundi. It was launched on Oct 15, 2006.
Performance
SDHIX vs. HIMYX - Performance Comparison
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SDHIX vs. HIMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDHIX Lord Abbett Short Duration High Income Municipal Bond Fund | -0.32% | 5.24% | 5.38% | 3.71% | -9.77% | 3.85% | 2.37% | 7.27% | 2.33% | 3.72% |
HIMYX Pioneer High Income Municipal Fund | -1.26% | -1.50% | 6.07% | 3.64% | -13.08% | 6.69% | 1.85% | 9.56% | 4.15% | 8.33% |
Returns By Period
In the year-to-date period, SDHIX achieves a -0.32% return, which is significantly higher than HIMYX's -1.26% return. Over the past 10 years, SDHIX has underperformed HIMYX with an annualized return of 1.91%, while HIMYX has yielded a comparatively higher 2.16% annualized return.
SDHIX
- 1D
- 0.07%
- 1M
- -2.01%
- YTD
- -0.32%
- 6M
- 0.70%
- 1Y
- 3.80%
- 3Y*
- 4.07%
- 5Y*
- 1.21%
- 10Y*
- 1.91%
HIMYX
- 1D
- 0.18%
- 1M
- -3.53%
- YTD
- -1.26%
- 6M
- -2.54%
- 1Y
- -2.59%
- 3Y*
- 1.58%
- 5Y*
- -0.50%
- 10Y*
- 2.16%
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SDHIX vs. HIMYX - Expense Ratio Comparison
SDHIX has a 0.50% expense ratio, which is lower than HIMYX's 0.55% expense ratio.
Return for Risk
SDHIX vs. HIMYX — Risk / Return Rank
SDHIX
HIMYX
SDHIX vs. HIMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Income Municipal Bond Fund (SDHIX) and Pioneer High Income Municipal Fund (HIMYX). 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.
| SDHIX | HIMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | -0.24 | +1.50 |
Sortino ratioReturn per unit of downside risk | 1.76 | -0.30 | +2.06 |
Omega ratioGain probability vs. loss probability | 1.37 | 0.95 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | -0.26 | +1.65 |
Martin ratioReturn relative to average drawdown | 5.73 | -0.53 | +6.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDHIX | HIMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | -0.24 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | -0.09 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.43 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.52 | +0.13 |
Correlation
The correlation between SDHIX and HIMYX is 0.67, 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
SDHIX vs. HIMYX - Dividend Comparison
SDHIX's dividend yield for the trailing twelve months is around 4.38%, less than HIMYX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDHIX Lord Abbett Short Duration High Income Municipal Bond Fund | 4.38% | 5.00% | 4.17% | 3.28% | 2.21% | 1.68% | 2.84% | 3.00% | 2.97% | 1.19% | 0.00% | 0.00% |
HIMYX Pioneer High Income Municipal Fund | 8.27% | 8.63% | 5.32% | 4.97% | 3.88% | 3.71% | 3.96% | 5.35% | 5.20% | 5.00% | 5.66% | 5.65% |
Drawdowns
SDHIX vs. HIMYX - Drawdown Comparison
The maximum SDHIX drawdown since its inception was -13.36%, smaller than the maximum HIMYX drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for SDHIX and HIMYX.
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Drawdown Indicators
| SDHIX | HIMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.36% | -35.00% | +21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -6.96% | +3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -13.36% | -19.32% | +5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -13.36% | -19.32% | +5.96% |
Current DrawdownCurrent decline from peak | -2.01% | -7.07% | +5.06% |
Average DrawdownAverage peak-to-trough decline | -3.02% | -5.66% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.49% | -2.71% |
Volatility
SDHIX vs. HIMYX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Income Municipal Bond Fund (SDHIX) is 0.68%, while Pioneer High Income Municipal Fund (HIMYX) has a volatility of 1.37%. This indicates that SDHIX experiences smaller price fluctuations and is considered to be less risky than HIMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDHIX | HIMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 1.37% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 4.31% | -2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 8.40% | -4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 5.62% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.01% | 5.04% | -2.03% |