APDFX vs. THHYX
Compare and contrast key facts about Artisan High Income Fund Advisor Class (APDFX) and Toews Tactical Income Fund (THHYX).
APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014. THHYX is managed by Toews Funds. It was launched on Jun 4, 2010.
Performance
APDFX vs. THHYX - Performance Comparison
Loading graphics...
APDFX vs. THHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | -1.96% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 9.67% | 14.84% | -1.40% | 9.01% |
THHYX Toews Tactical Income Fund | 0.07% | 3.44% | 5.48% | 4.51% | -5.33% | 0.28% | 5.21% | 7.37% | -0.80% | 2.57% |
Returns By Period
In the year-to-date period, APDFX achieves a -1.96% return, which is significantly lower than THHYX's 0.07% return. Over the past 10 years, APDFX has outperformed THHYX with an annualized return of 6.69%, while THHYX has yielded a comparatively lower 3.05% annualized return.
APDFX
- 1D
- 0.11%
- 1M
- -2.09%
- YTD
- -1.96%
- 6M
- -0.88%
- 1Y
- 5.03%
- 3Y*
- 8.40%
- 5Y*
- 3.97%
- 10Y*
- 6.69%
THHYX
- 1D
- 0.05%
- 1M
- -0.45%
- YTD
- 0.07%
- 6M
- -0.03%
- 1Y
- 5.03%
- 3Y*
- 4.39%
- 5Y*
- 1.68%
- 10Y*
- 3.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APDFX vs. THHYX - Expense Ratio Comparison
APDFX has a 0.80% expense ratio, which is lower than THHYX's 1.46% expense ratio.
Return for Risk
APDFX vs. THHYX — Risk / Return Rank
APDFX
THHYX
APDFX vs. THHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Advisor Class (APDFX) and Toews Tactical Income Fund (THHYX). 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.
| APDFX | THHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 1.85 | -0.21 |
Sortino ratioReturn per unit of downside risk | 2.45 | 2.85 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 4.34 | -2.52 |
Martin ratioReturn relative to average drawdown | 7.01 | 10.84 | -3.83 |
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
| APDFX | THHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.85 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.43 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 0.83 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 1.14 | -0.04 |
Correlation
The correlation between APDFX and THHYX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
APDFX vs. THHYX - Dividend Comparison
APDFX's dividend yield for the trailing twelve months is around 6.53%, more than THHYX's 5.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | 6.53% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
THHYX Toews Tactical Income Fund | 5.51% | 4.91% | 5.44% | 4.33% | 1.61% | 2.79% | 2.21% | 3.84% | 2.43% | 6.56% | 3.30% | 1.59% |
Drawdowns
APDFX vs. THHYX - Drawdown Comparison
The maximum APDFX drawdown since its inception was -21.52%, which is greater than THHYX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for APDFX and THHYX.
Loading graphics...
Drawdown Indicators
| APDFX | THHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.52% | -8.83% | -12.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -1.12% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -14.64% | -8.83% | -5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -21.52% | -8.83% | -12.69% |
Current DrawdownCurrent decline from peak | -2.64% | -0.80% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -1.64% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.45% | +0.27% |
Volatility
APDFX vs. THHYX - Volatility Comparison
Artisan High Income Fund Advisor Class (APDFX) has a higher volatility of 1.07% compared to Toews Tactical Income Fund (THHYX) at 0.59%. This indicates that APDFX's price experiences larger fluctuations and is considered to be riskier than THHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APDFX | THHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 0.59% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | 1.59% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.38% | 2.74% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 3.91% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 3.68% | +1.56% |