TAFI vs YEAR
Comparison between AB TAX-AWARE SHORT DURATION MUNICIPAL ETF (TAFI, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
TAFI vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAFI
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
TAFI
0.27%
Winner
YEAR
0.25%
Max Drawdown
TAFI
3.37%
Winner
YEAR
1.40%
Sharpe Ratio
TAFI
-0.85
Winner
YEAR
-0.54
5Y Beta
TAFI
0.01
Winner
YEAR
0.00
TAFI vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
TAFI
-0.42%
Winner
YEAR
+0.22%
3M
TAFI
+0.20%
Winner
YEAR
+0.71%
6M
TAFI
+0.30%
Winner
YEAR
+1.36%
1Y
TAFI
+2.70%
Winner
YEAR
+3.43%
Max(CAGR)
TAFI
+3.22%
Winner
YEAR
+4.82%
TAFI vs YEAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | TAFI | YEAR |
|---|---|---|
| 2026 | +1.06% | +1.69% |
| 2025 | +4.22% | +4.65% |
| 2024 | +2.44% | +5.45% |
| 2023 | +4.08% | +5.87% |
| 2022 | +0.54% | +1.10% |
TAFI vs YEAR Drawdown Comparison
The maximum drawdown for TAFI was -2.00%, occurring on Oct 26, 2022. Recovery took 53 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current TAFI drawdown is -0.42%. The current YEAR drawdown is -0.06%.
| Rank | TAFI | YEAR |
|---|---|---|
| #1 | -2.00% Sep 14, 2022 - Nov 29, 2022 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -1.87% Apr 4, 2025 - Jun 12, 2025 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -1.64% Jul 26, 2023 - Nov 16, 2023 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -1.43% Feb 2, 2023 - Apr 4, 2023 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -1.21% Feb 26, 2026 - Jun 29, 2026 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -1.01% Apr 13, 2023 - Jul 21, 2023 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -0.84% Oct 2, 2024 - Nov 29, 2024 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -0.71% Jul 6, 2026 - Jul 23, 2026 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -0.68% Mar 8, 2024 - May 9, 2024 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -0.61% Dec 6, 2024 - Jan 22, 2025 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -0.60% May 15, 2024 - Jun 14, 2024 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -0.56% Mar 3, 2025 - Apr 3, 2025 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -0.42% Dec 27, 2023 - Feb 29, 2024 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -0.38% Dec 15, 2022 - Jan 6, 2023 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -0.36% Jun 18, 2024 - Jul 5, 2024 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between TAFI and YEAR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
TAFI vs YEAR dividend yield comparison.
| Year | TAFI | YEAR |
|---|---|---|
| 2026 | 1.78% | 2.27% |
| 2025 | 3.21% | 4.33% |
| 2024 | 3.34% | 5.16% |
| 2023 | 3.27% | 5.00% |
| 2022 | 0.79% | 1.19% |
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