APHFX vs. CWFIX
Compare and contrast key facts about Artisan High Income Fund Class I (APHFX) and Chartwell Short Duration High Yield Fund (CWFIX).
APHFX is an actively managed fund by Artisan. It was launched on Oct 3, 2016. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
APHFX vs. CWFIX - Performance Comparison
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APHFX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHFX Artisan High Income Fund Class I | -1.94% | 8.43% | 8.60% | 13.77% | -10.93% | 4.09% | 10.22% | 14.26% | -1.32% | 8.85% |
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% | 2.85% |
Returns By Period
In the year-to-date period, APHFX achieves a -1.94% return, which is significantly lower than CWFIX's -0.40% return.
APHFX
- 1D
- 0.11%
- 1M
- -2.09%
- YTD
- -1.94%
- 6M
- -0.84%
- 1Y
- 5.13%
- 3Y*
- 7.78%
- 5Y*
- 3.53%
- 10Y*
- —
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%
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APHFX vs. CWFIX - Expense Ratio Comparison
APHFX has a 0.71% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
APHFX vs. CWFIX — Risk / Return Rank
APHFX
CWFIX
APHFX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Class I (APHFX) 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.
| APHFX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 2.99 | -1.33 |
Sortino ratioReturn per unit of downside risk | 2.50 | 4.25 | -1.76 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.80 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 3.72 | -1.86 |
Martin ratioReturn relative to average drawdown | 7.17 | 17.45 | -10.29 |
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 | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 2.99 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 1.35 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 1.08 | -0.03 |
Correlation
The correlation between APHFX and CWFIX is 0.68, 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
APHFX vs. CWFIX - Dividend Comparison
APHFX's dividend yield for the trailing twelve months is around 6.62%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHFX Artisan High Income Fund Class I | 6.62% | 6.96% | 7.39% | 5.56% | 5.83% | 5.50% | 6.01% | 6.44% | 7.25% | 7.96% | 0.00% | 0.00% |
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
APHFX vs. CWFIX - Drawdown Comparison
The maximum APHFX drawdown since its inception was -21.51%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for APHFX and CWFIX.
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Drawdown Indicators
| APHFX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.51% | -12.41% | -9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -1.37% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -14.80% | -6.36% | -8.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.41% | — |
Current DrawdownCurrent decline from peak | -2.63% | -1.03% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -2.54% | -0.87% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 0.29% | +0.42% |
Volatility
APHFX vs. CWFIX - Volatility Comparison
Artisan High Income Fund Class I (APHFX) has a higher volatility of 1.07% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that APHFX'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.
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Volatility by Period
| APHFX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 0.70% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.01% | 1.03% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 1.71% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.87% | 2.75% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.33% | 3.09% | +2.24% |