WTCOX vs. ABHYX
Compare and contrast key facts about Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) and American Century High-Yield Municipal Fund (ABHYX).
WTCOX is managed by Segall Bryant & Hamill. It was launched on May 30, 1991. ABHYX is managed by American Century Investments. It was launched on Mar 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTCOX or ABHYX.
Correlation
The correlation between WTCOX and ABHYX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WTCOX vs. ABHYX - Performance Comparison
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Key characteristics
WTCOX:
0.53
ABHYX:
0.20
WTCOX:
0.73
ABHYX:
0.32
WTCOX:
1.13
ABHYX:
1.06
WTCOX:
0.29
ABHYX:
0.16
WTCOX:
2.07
ABHYX:
0.77
WTCOX:
0.92%
ABHYX:
1.87%
WTCOX:
3.42%
ABHYX:
6.56%
WTCOX:
-13.61%
ABHYX:
-26.33%
WTCOX:
-4.30%
ABHYX:
-5.99%
Returns By Period
In the year-to-date period, WTCOX achieves a -0.24% return, which is significantly higher than ABHYX's -2.15% return. Over the past 10 years, WTCOX has underperformed ABHYX with an annualized return of 1.74%, while ABHYX has yielded a comparatively higher 2.84% annualized return.
WTCOX
-0.24%
1.89%
-0.03%
1.79%
0.65%
1.74%
ABHYX
-2.15%
3.12%
-2.21%
1.32%
2.55%
2.84%
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WTCOX vs. ABHYX - Expense Ratio Comparison
WTCOX has a 0.65% expense ratio, which is higher than ABHYX's 0.59% expense ratio.
Risk-Adjusted Performance
WTCOX vs. ABHYX — Risk-Adjusted Performance Rank
WTCOX
ABHYX
WTCOX vs. ABHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) and American Century High-Yield Municipal Fund (ABHYX). 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.
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Dividends
WTCOX vs. ABHYX - Dividend Comparison
WTCOX's dividend yield for the trailing twelve months is around 3.47%, less than ABHYX's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTCOX Segall Bryant & Hamill Colorado Tax Free Fund | 3.47% | 3.43% | 3.12% | 2.91% | 2.20% | 2.71% | 3.00% | 3.06% | 2.80% | 2.75% | 2.71% | 2.84% |
ABHYX American Century High-Yield Municipal Fund | 3.97% | 4.21% | 4.01% | 3.74% | 2.93% | 3.36% | 3.50% | 3.89% | 3.63% | 3.61% | 3.93% | 4.14% |
Drawdowns
WTCOX vs. ABHYX - Drawdown Comparison
The maximum WTCOX drawdown since its inception was -13.61%, smaller than the maximum ABHYX drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for WTCOX and ABHYX. For additional features, visit the drawdowns tool.
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Volatility
WTCOX vs. ABHYX - Volatility Comparison
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