ARTFX vs. HYXF
ARTFX (Artisan High Income Fund) and HYXF (iShares ESG Advanced High Yield Corporate Bond ETF) are both High Yield Bonds funds. Over the past 10 years, ARTFX returned 5.60%/yr vs 4.82%/yr for HYXF. Their 0.52 correlation means they have sometimes moved together and sometimes differently. ARTFX charges 0.96%/yr vs 0.35%/yr for HYXF.
Performance
ARTFX vs. HYXF - Performance Comparison
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Returns By Period
In the year-to-date period, ARTFX achieves a 0.79% return, which is significantly lower than HYXF's 1.45% return. Over the past 10 years, ARTFX has outperformed HYXF with an annualized return of 5.60%, while HYXF has yielded a comparatively lower 4.82% annualized return.
ARTFX
- 1D
- -0.11%
- 1M
- -0.55%
- 6M
- 0.10%
- YTD
- 0.79%
- 1Y
- 3.43%
- 3Y*
- 7.44%
- 5Y*
- 3.40%
- 10Y*
- 5.60%
- ALL TIME*
- 5.22%
HYXF
- 1D
- 0.37%
- 1M
- 0.01%
- 6M
- 1.13%
- YTD
- 1.45%
- 1Y
- 4.85%
- 3Y*
- 8.39%
- 5Y*
- 3.53%
- 10Y*
- 4.82%
- ALL TIME*
- 5.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $627.21K | $615.36K | $987.90K |
ARTFX vs. HYXF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 0.79% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | 1.45% | 8.88% | 8.35% | 11.87% | -11.90% | 2.60% | 6.07% | 14.87% | -0.24% | 6.89% |
Correlation
The correlation between ARTFX and HYXF is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2016 | 0.52 |
The correlation between ARTFX and HYXF has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
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Return for Risk
ARTFX vs. HYXF — Risk / Return Rank
ARTFX
HYXF
ARTFX vs. HYXF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and iShares ESG Advanced High Yield Corporate Bond ETF (HYXF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTFX | HYXF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.90 | -0.63 |
| Martin ratioReturn relative to average drawdown | 5.53 | 8.39 | -2.85 |
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Drawdowns
ARTFX vs. HYXF - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, which is greater than HYXF's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for ARTFX and HYXF.
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Drawdown Indicators
| ARTFX | HYXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -18.75% | -2.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.65% | -2.57% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -3.42% | -4.81% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -16.00% | +1.38% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -18.75% | -2.67% |
Current DrawdownCurrent decline from peak | -0.66% | -0.16% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -2.54% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.58% | +0.02% |
Volatility
ARTFX vs. HYXF - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 0.60%, while iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) has a volatility of 0.78%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than HYXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTFX | HYXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 0.78% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 3.09% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.91% | 3.81% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 8.05% | -3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 8.26% | -3.10% |
ARTFX vs. HYXF - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than HYXF's 0.35% expense ratio.
Dividends
ARTFX vs. HYXF - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.22%, more than HYXF's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 6.22% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | 6.07% | 6.19% | 6.40% | 5.93% | 5.37% | 4.56% | 4.96% | 5.29% | 6.14% | 5.85% | 3.16% | 0.00% |
Frequently Asked Questions
ARTFX and HYXF have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HYXF has higher volatility (0.78%) compared to ARTFX (0.60%). In terms of maximum drawdown, ARTFX dropped -21.42% vs HYXF's -18.75%.
HYXF currently has the higher Sharpe Ratio (1.28 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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