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AVK vs MUST

Comparison between Advent Convertible and Income Fund (AVK, ETF) and COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF (MUST, ETF).

5-Year PerformanceAVK has outperformed MUST, delivering a return of +4.6% compared to +0.8%

AVK vs MUST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AVK
$595M
MUST
$594M
Expense Ratio
AVK
N/A
MUST
0.23%
Max Drawdown
AVK
72.63%
Winner
MUST
15.75%
Sharpe Ratio
Winner
AVK
1.23
MUST
0.56
5Y Beta
AVK
0.67
Winner
MUST
0.06
5Y Dividends CAGR
AVK
2.16%
Winner
MUST
7.39%

AVK vs MUST - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVK
+1.42%
MUST
+0.78%
3M
Winner
AVK
+6.41%
MUST
+0.02%
6M
Winner
AVK
+6.14%
MUST
+1.99%
1Y
Winner
AVK
+21.29%
MUST
+6.34%
5Y(CAGR)
Winner
AVK
+4.60%
MUST
+0.83%
10Y(CAGR)
AVK
+10.35%
MUST
N/A
Max(CAGR)
Winner
AVK
+6.99%
MUST
+2.97%

AVK vs MUST - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearAVKMUST
2026+5.98%+1.21%
2025+19.95%+4.61%
2024+19.76%+0.64%
2023+16.15%+6.28%
2022-34.02%-8.79%
2021+31.87%+2.24%
2020+17.44%+6.72%
2019+33.44%+8.51%
2018-14.12%+2.72%
2017+17.14%N/A
2016+17.46%N/A
2015-11.00%N/A
2014-6.13%N/A
2013+21.73%N/A
2012+13.22%N/A
2011-12.06%N/A
2010+25.01%N/A
2009+45.72%N/A
2008-46.86%N/A
2007-9.22%N/A
2006+35.65%N/A
2005-6.96%N/A
2004+9.88%N/A
2003+11.70%N/A

AVK vs MUST Drawdown Comparison

The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.

The maximum drawdown for MUST was -13.83%, occurring on Oct 31, 2022. Recovery took 1035 trading sessions.

The current AVK drawdown is -3.71%. The current MUST drawdown is -1.14%.

RankAVKMUST
#1-67.35%
Jul 3, 2007 - Feb 25, 2011
-13.83%
Aug 3, 2021 - Sep 17, 2025
#2-49.75%
Feb 20, 2020 - Nov 16, 2020
-12.86%
Mar 9, 2020 - Jul 31, 2020
#3-38.46%
Dec 31, 2021 - Jun 26, 2025
-3.01%
Feb 23, 2026 - Mar 27, 2026
#4-36.50%
Aug 21, 2014 - May 1, 2017
-2.29%
Feb 12, 2021 - Jun 1, 2021
#5-31.14%
Mar 4, 2011 - Apr 26, 2013
-1.64%
Sep 4, 2019 - Jan 6, 2020
#6-21.42%
Oct 1, 2018 - Apr 8, 2019
-1.31%
Aug 10, 2020 - Nov 19, 2020
#7-17.57%
Apr 2, 2004 - Oct 7, 2004
-0.92%
Oct 13, 2025 - Oct 20, 2025
#8-14.24%
Jan 28, 2026 - Apr 20, 2026
-0.84%
Dec 24, 2018 - Jan 4, 2019
#9-13.93%
Jan 3, 2005 - Aug 3, 2005
-0.82%
Sep 17, 2025 - Oct 13, 2025
#10-12.65%
May 17, 2013 - Nov 29, 2013
-0.79%
Oct 26, 2018 - Dec 3, 2018
#11-11.33%
Sep 6, 2005 - Jan 25, 2006
-0.77%
Jan 12, 2026 - Jan 30, 2026
#12-10.28%
Nov 15, 2021 - Dec 23, 2021
-0.70%
Nov 28, 2025 - Dec 26, 2025
#13-9.43%
May 28, 2003 - Oct 6, 2003
-0.67%
Feb 26, 2019 - Mar 18, 2019
#14-8.73%
Jan 26, 2018 - Aug 9, 2018
-0.66%
Jun 9, 2021 - Jul 8, 2021
#15-8.18%
Jul 13, 2021 - Aug 9, 2021
-0.64%
Mar 27, 2019 - Apr 10, 2019

Correlation

Correlation between AVK and MUST is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2003 - 2026)

AVK vs MUST dividend yield comparison.

YearAVKMUST
20264.61%1.40%
202511.22%3.28%
202411.71%3.13%
202312.36%2.51%
202212.90%1.76%
202115.13%1.62%
20208.51%2.33%
20199.04%2.70%
201811.21%0.55%
20178.10%0.00%
20167.67%0.00%
20158.33%0.00%
20146.89%0.00%
20136.08%0.00%
20126.99%0.00%
20119.15%0.00%
20108.74%0.00%
20097.23%0.00%
200818.12%0.00%
20079.42%0.00%
20069.13%0.00%
200511.46%0.00%
20049.47%0.00%
20035.60%0.00%

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