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Artisan High Income Fund (ARTFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Artisan High Income Fund (ARTFX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

The investment seeks to provide total return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade (below BBB- by Standard & Poor's Rating Services ("S&P") or Fitch, Inc. ("Fitch") or below Baa3 by Moody's Investors Service, Inc. ("Moody's")), or comparably rated by another nationally recognized statistical rating organization ("NRSRO"), or unrated but determined by Artisan Partners to be of comparable quality.

Fund Info

ISIN

US04314H7254

CUSIP

04314H725

Issuer

Artisan Partners Funds

Inception Date

Mar 19, 2014

Category

High Yield Bonds

Min. Investment

$1,000

Asset Class

Bond

Expense Ratio

ARTFX has a high expense ratio of 0.96%, indicating above-average management fees.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Artisan High Income Fund

Popular comparisons:
ARTFX vs. AZNIX ARTFX vs. VOO ARTFX vs. SCHD ARTFX vs. FZROX ARTFX vs. FXAIX ARTFX vs. IWF ARTFX vs. DODGX ARTFX vs. FAGIX ARTFX vs. PIMIX ARTFX vs. PHYQX
Popular comparisons:
ARTFX vs. AZNIX ARTFX vs. VOO ARTFX vs. SCHD ARTFX vs. FZROX ARTFX vs. FXAIX ARTFX vs. IWF ARTFX vs. DODGX ARTFX vs. FAGIX ARTFX vs. PIMIX ARTFX vs. PHYQX

Performance

Performance Chart

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S&P 500

Returns By Period

Artisan High Income Fund (ARTFX) returned 2.80% year-to-date (YTD) and 10.29% over the past 12 months. Over the past 10 years, ARTFX returned 6.36% annually, underperforming the S&P 500 benchmark at 10.84%.

ARTFX

YTD

2.80%

1M

1.71%

6M

3.28%

1Y

10.29%

3Y*

7.07%

5Y*

7.47%

10Y*

6.36%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of ARTFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.35%0.51%-0.79%0.38%1.33%2.80%
20240.30%0.38%0.74%-0.61%1.19%0.48%1.63%1.50%1.68%-0.19%1.11%-0.08%8.41%
20235.68%-1.03%0.98%1.07%-1.56%2.40%1.36%0.86%-0.74%-1.09%4.30%3.43%16.50%
2022-0.86%-0.55%-0.08%-2.89%-0.36%-6.42%4.27%-1.04%-3.75%2.59%1.25%-2.53%-10.30%
20210.68%0.85%0.65%1.01%0.54%0.92%-0.15%0.39%0.59%0.01%-0.93%1.43%6.13%
20200.83%-1.33%-13.33%4.67%5.08%1.96%3.61%2.01%-0.12%0.64%4.35%2.62%10.02%
20194.50%1.64%0.24%1.68%-0.88%1.46%0.74%0.10%0.81%-0.20%0.83%2.40%14.05%
20181.19%-0.90%0.08%0.42%0.41%0.36%0.70%0.90%0.58%-1.32%-1.51%-2.52%-1.67%
20171.61%1.29%0.65%1.39%0.57%0.39%1.16%0.01%1.16%0.56%-0.38%0.69%9.45%
2016-1.60%-0.73%3.63%3.75%0.93%1.08%2.66%1.56%0.60%0.74%-0.25%1.98%15.16%
20150.73%2.26%0.08%1.04%0.74%-0.77%0.30%-1.32%-1.14%2.17%-1.41%-1.54%1.06%
20140.10%0.30%0.70%0.83%-0.79%1.66%-1.24%1.70%-0.05%-1.72%1.45%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, ARTFX is among the top 4% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of ARTFX is 9696
Overall Rank
The Sharpe Ratio Rank of ARTFX is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTFX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of ARTFX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of ARTFX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of ARTFX is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Artisan High Income Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 2.89
  • 5-Year: 1.45
  • 10-Year: 1.16
  • All Time: 1.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Artisan High Income Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Artisan High Income Fund provided a 6.84% dividend yield over the last twelve months, with an annual payout of $0.63 per share.

4.00%5.00%6.00%7.00%8.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.63$0.65$0.65$0.61$0.75$0.59$0.60$0.64$0.82$0.70$0.67$0.38

Dividend yield

6.84%7.12%7.25%7.30%7.47%5.83%6.15%7.00%8.30%7.05%7.31%3.85%

Monthly Dividends

The table displays the monthly dividend distributions for Artisan High Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.05$0.05$0.05$0.05$0.00$0.20
2024$0.06$0.05$0.06$0.06$0.05$0.05$0.05$0.06$0.05$0.05$0.05$0.05$0.65
2023$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.06$0.05$0.06$0.05$0.06$0.65
2022$0.04$0.05$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.11$0.05$0.61
2021$0.05$0.05$0.05$0.04$0.05$0.04$0.04$0.04$0.04$0.04$0.27$0.04$0.75
2020$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.05$0.59
2019$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.60
2018$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.10$0.05$0.64
2017$0.05$0.05$0.09$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.25$0.05$0.82
2016$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.08$0.10$0.70
2015$0.05$0.05$0.06$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.09$0.06$0.67
2014$0.04$0.05$0.05$0.04$0.05$0.10$0.05$0.38

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Artisan High Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artisan High Income Fund was 21.42%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.42%Feb 24, 202021Mar 23, 2020111Aug 28, 2020132
-13.15%Nov 23, 2021216Sep 29, 2022300Dec 7, 2023516
-8.39%Jun 1, 2015178Feb 11, 201647Apr 20, 2016225
-6.21%Oct 3, 201858Dec 26, 201842Feb 27, 2019100
-3.42%Mar 3, 202526Apr 7, 202522May 8, 202548
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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