AHIFX vs. CWFIX
Compare and contrast key facts about American Funds American High-Inc F2 (AHIFX) and Chartwell Short Duration High Yield Fund (CWFIX).
AHIFX is managed by American Funds. It was launched on Aug 4, 2008. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
AHIFX vs. CWFIX - Performance Comparison
Loading graphics...
AHIFX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHIFX American Funds American High-Inc F2 | -1.10% | 8.57% | 9.80% | 11.17% | -10.18% | 8.62% | 7.32% | 12.15% | -1.57% | 7.56% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, AHIFX achieves a -1.10% return, which is significantly lower than CWFIX's -0.40% return. Over the past 10 years, AHIFX has outperformed CWFIX with an annualized return of 6.27%, while CWFIX has yielded a comparatively lower 4.00% annualized return.
AHIFX
- 1D
- 0.00%
- 1M
- -2.41%
- YTD
- -1.10%
- 6M
- 0.24%
- 1Y
- 6.14%
- 3Y*
- 8.37%
- 5Y*
- 4.50%
- 10Y*
- 6.27%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AHIFX vs. CWFIX - Expense Ratio Comparison
AHIFX has a 0.43% expense ratio, which is lower than CWFIX's 0.49% expense ratio.
Return for Risk
AHIFX vs. CWFIX — Risk / Return Rank
AHIFX
CWFIX
AHIFX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Inc F2 (AHIFX) and Chartwell Short Duration High Yield Fund (CWFIX). 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.
| AHIFX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 2.99 | -1.46 |
Sortino ratioReturn per unit of downside risk | 1.98 | 4.25 | -2.27 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.80 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 3.72 | -1.89 |
Martin ratioReturn relative to average drawdown | 7.83 | 17.45 | -9.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AHIFX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 2.99 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 1.35 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | 1.30 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | 1.08 | +0.45 |
Correlation
The correlation between AHIFX and CWFIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AHIFX vs. CWFIX - Dividend Comparison
AHIFX's dividend yield for the trailing twelve months is around 6.15%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHIFX American Funds American High-Inc F2 | 6.15% | 6.53% | 6.56% | 5.64% | 4.42% | 4.54% | 6.08% | 6.45% | 6.56% | 6.24% | 5.26% | 7.17% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
AHIFX vs. CWFIX - Drawdown Comparison
The maximum AHIFX drawdown since its inception was -21.21%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for AHIFX and CWFIX.
Loading graphics...
Drawdown Indicators
| AHIFX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.21% | -12.41% | -8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -1.37% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -13.80% | -6.36% | -7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -21.21% | -12.41% | -8.80% |
Current DrawdownCurrent decline from peak | -2.41% | -1.03% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -0.87% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.29% | +0.50% |
Volatility
AHIFX vs. CWFIX - Volatility Comparison
American Funds American High-Inc F2 (AHIFX) has a higher volatility of 1.16% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that AHIFX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AHIFX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 0.70% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.30% | 1.03% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 1.71% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 2.75% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 3.09% | +2.40% |