APLIX vs. SHIIX
Compare and contrast key facts about Cavanal Hill Hedged Income Fund (APLIX) and Catalyst Buffered Shield Fund (SHIIX).
APLIX is managed by Cavanal Hill funds. It was launched on Dec 27, 2020. SHIIX is managed by Catalyst Mutual Funds. It was launched on Apr 13, 2015.
Performance
APLIX vs. SHIIX - Performance Comparison
Loading graphics...
APLIX vs. SHIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
APLIX Cavanal Hill Hedged Income Fund | -5.79% | 16.87% | 10.43% | 5.04% | -1.92% | 7.28% |
SHIIX Catalyst Buffered Shield Fund | -3.13% | 10.88% | 13.57% | 14.03% | -18.44% | 14.48% |
Returns By Period
In the year-to-date period, APLIX achieves a -5.79% return, which is significantly lower than SHIIX's -3.13% return.
APLIX
- 1D
- -0.16%
- 1M
- -6.21%
- YTD
- -5.79%
- 6M
- -4.40%
- 1Y
- 13.32%
- 3Y*
- 8.35%
- 5Y*
- 5.21%
- 10Y*
- —
SHIIX
- 1D
- -0.09%
- 1M
- -4.09%
- YTD
- -3.13%
- 6M
- -1.09%
- 1Y
- 10.03%
- 3Y*
- 10.44%
- 5Y*
- 4.67%
- 10Y*
- 6.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APLIX vs. SHIIX - Expense Ratio Comparison
APLIX has a 1.35% expense ratio, which is higher than SHIIX's 1.23% expense ratio.
Return for Risk
APLIX vs. SHIIX — Risk / Return Rank
APLIX
SHIIX
APLIX vs. SHIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cavanal Hill Hedged Income Fund (APLIX) and Catalyst Buffered Shield Fund (SHIIX). 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.
| APLIX | SHIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.06 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.56 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.20 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.12 | 6.48 | -1.36 |
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
| APLIX | SHIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.06 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.55 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.77 | -0.19 |
Correlation
The correlation between APLIX and SHIIX is 0.70, 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
APLIX vs. SHIIX - Dividend Comparison
APLIX's dividend yield for the trailing twelve months is around 0.22%, less than SHIIX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
APLIX Cavanal Hill Hedged Income Fund | 0.22% | 0.40% | 0.84% | 2.06% | 2.09% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHIIX Catalyst Buffered Shield Fund | 3.12% | 3.02% | 2.94% | 2.52% | 0.68% | 16.99% | 2.01% | 6.13% | 10.13% | 14.66% | 0.79% |
Drawdowns
APLIX vs. SHIIX - Drawdown Comparison
The maximum APLIX drawdown since its inception was -14.52%, smaller than the maximum SHIIX drawdown of -20.20%. Use the drawdown chart below to compare losses from any high point for APLIX and SHIIX.
Loading graphics...
Drawdown Indicators
| APLIX | SHIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.52% | -20.20% | +5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -7.44% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -14.52% | -20.20% | +5.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.20% | — |
Current DrawdownCurrent decline from peak | -7.93% | -4.27% | -3.66% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -4.18% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 1.38% | +0.92% |
Volatility
APLIX vs. SHIIX - Volatility Comparison
Cavanal Hill Hedged Income Fund (APLIX) has a higher volatility of 3.33% compared to Catalyst Buffered Shield Fund (SHIIX) at 2.39%. This indicates that APLIX's price experiences larger fluctuations and is considered to be riskier than SHIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APLIX | SHIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.39% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.51% | 3.76% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 9.97% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.18% | 8.60% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.13% | 8.57% | +1.56% |