ARTFX vs. FQTIX
Compare and contrast key facts about Artisan High Income Fund (ARTFX) and Franklin Templeton SMACS: Series I (FQTIX).
ARTFX is managed by Artisan. It was launched on Mar 19, 2014. FQTIX is managed by Franklin Templeton. It was launched on Jun 3, 2019.
Performance
ARTFX vs. FQTIX - Performance Comparison
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ARTFX vs. FQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 6.38% |
FQTIX Franklin Templeton SMACS: Series I | 0.52% | 7.51% | 8.03% | 13.44% | -14.39% | 8.51% | 3.68% | 4.11% |
Returns By Period
In the year-to-date period, ARTFX achieves a -1.87% return, which is significantly lower than FQTIX's 0.52% return.
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
FQTIX
- 1D
- 0.25%
- 1M
- -1.83%
- YTD
- 0.52%
- 6M
- 2.66%
- 1Y
- 9.72%
- 3Y*
- 7.86%
- 5Y*
- 3.61%
- 10Y*
- —
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ARTFX vs. FQTIX - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than FQTIX's 0.00% expense ratio.
Return for Risk
ARTFX vs. FQTIX — Risk / Return Rank
ARTFX
FQTIX
ARTFX vs. FQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and Franklin Templeton SMACS: Series I (FQTIX). 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.
| ARTFX | FQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 2.55 | -0.92 |
Sortino ratioReturn per unit of downside risk | 2.43 | 3.46 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.61 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 3.85 | -2.05 |
Martin ratioReturn relative to average drawdown | 7.23 | 17.15 | -9.92 |
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
| ARTFX | FQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.55 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.61 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.55 | +0.48 |
Correlation
The correlation between ARTFX and FQTIX 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
ARTFX vs. FQTIX - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.38%, less than FQTIX's 7.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
FQTIX Franklin Templeton SMACS: Series I | 7.03% | 5.70% | 7.86% | 7.64% | 8.10% | 7.15% | 6.89% | 5.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTFX vs. FQTIX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum FQTIX drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for ARTFX and FQTIX.
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Drawdown Indicators
| ARTFX | FQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -24.62% | +3.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -2.41% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -18.81% | +4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | — | — |
Current DrawdownCurrent decline from peak | -2.54% | -1.95% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -4.42% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.54% | +0.15% |
Volatility
ARTFX vs. FQTIX - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 1.00%, while Franklin Templeton SMACS: Series I (FQTIX) has a volatility of 1.57%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than FQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTFX | FQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 1.57% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 2.38% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 3.85% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.81% | 5.92% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 7.80% | -2.61% |