APHFX vs. ARTFX
Compare and contrast key facts about Artisan High Income Fund Class I (APHFX) and Artisan High Income Fund (ARTFX).
APHFX is an actively managed fund by Artisan. It was launched on Oct 3, 2016. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
APHFX vs. ARTFX - Performance Comparison
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APHFX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHFX Artisan High Income Fund Class I | -1.50% | 8.43% | 8.60% | 13.77% | -10.93% | 4.09% | 10.22% | 14.26% | -1.32% | 8.85% |
ARTFX Artisan High Income Fund | -1.54% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.73% |
Returns By Period
The year-to-date returns for both stocks are quite close, with APHFX having a -1.50% return and ARTFX slightly lower at -1.54%.
APHFX
- 1D
- 0.45%
- 1M
- -1.54%
- YTD
- -1.50%
- 6M
- -0.50%
- 1Y
- 5.48%
- 3Y*
- 7.95%
- 5Y*
- 3.61%
- 10Y*
- —
ARTFX
- 1D
- 0.34%
- 1M
- -1.54%
- YTD
- -1.54%
- 6M
- -0.61%
- 1Y
- 5.12%
- 3Y*
- 7.45%
- 5Y*
- 3.35%
- 10Y*
- 6.23%
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APHFX vs. ARTFX - Expense Ratio Comparison
APHFX has a 0.71% expense ratio, which is lower than ARTFX's 0.96% expense ratio.
Return for Risk
APHFX vs. ARTFX — Risk / Return Rank
APHFX
ARTFX
APHFX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Class I (APHFX) and Artisan High Income Fund (ARTFX). 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.
| APHFX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.61 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.50 | 2.39 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.39 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.97 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.01 | 7.75 | +0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APHFX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.61 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.70 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 1.03 | +0.03 |
Correlation
The correlation between APHFX and ARTFX is 0.91, 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
APHFX vs. ARTFX - Dividend Comparison
APHFX's dividend yield for the trailing twelve months is around 6.59%, more than ARTFX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHFX Artisan High Income Fund Class I | 6.59% | 6.96% | 7.39% | 5.56% | 5.83% | 5.50% | 6.01% | 6.44% | 7.25% | 7.96% | 0.00% | 0.00% |
ARTFX Artisan High Income Fund | 6.36% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
Drawdowns
APHFX vs. ARTFX - Drawdown Comparison
The maximum APHFX drawdown since its inception was -21.51%, roughly equal to the maximum ARTFX drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for APHFX and ARTFX.
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Drawdown Indicators
| APHFX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.51% | -21.42% | -0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -2.76% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -14.80% | -14.62% | -0.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.42% | — |
Current DrawdownCurrent decline from peak | -2.19% | -2.21% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -2.54% | -2.24% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.70% | +0.03% |
Volatility
APHFX vs. ARTFX - Volatility Comparison
Artisan High Income Fund Class I (APHFX) has a higher volatility of 1.20% compared to Artisan High Income Fund (ARTFX) at 1.08%. This indicates that APHFX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHFX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.08% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 1.91% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.42% | 3.30% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.87% | 4.81% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.33% | 5.19% | +0.14% |