ARTFX vs. RITGX
Compare and contrast key facts about Artisan High Income Fund (ARTFX) and American Funds American High-Income Trust® Class R-6 (RITGX).
ARTFX is managed by Artisan. It was launched on Mar 19, 2014. RITGX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
ARTFX vs. RITGX - Performance Comparison
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ARTFX vs. RITGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
RITGX American Funds American High-Income Trust® Class R-6 | -1.08% | 8.69% | 9.91% | 12.54% | -10.10% | 8.74% | 7.44% | 12.28% | -1.46% | 7.70% |
Returns By Period
In the year-to-date period, ARTFX achieves a -1.87% return, which is significantly lower than RITGX's -1.08% return. Over the past 10 years, ARTFX has underperformed RITGX with an annualized return of 6.19%, while RITGX has yielded a comparatively higher 6.51% annualized 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%
RITGX
- 1D
- 0.00%
- 1M
- -2.41%
- YTD
- -1.08%
- 6M
- 0.29%
- 1Y
- 6.25%
- 3Y*
- 8.89%
- 5Y*
- 4.84%
- 10Y*
- 6.51%
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ARTFX vs. RITGX - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than RITGX's 0.32% expense ratio.
Return for Risk
ARTFX vs. RITGX — Risk / Return Rank
ARTFX
RITGX
ARTFX vs. RITGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and American Funds American High-Income Trust® Class R-6 (RITGX). 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 | RITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.55 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.43 | 2.01 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.86 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.23 | 7.98 | -0.75 |
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 | RITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.55 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | 1.18 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.18 | -0.15 |
Correlation
The correlation between ARTFX and RITGX is 0.84, 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. RITGX - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.38%, more than RITGX's 6.25% 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% |
RITGX American Funds American High-Income Trust® Class R-6 | 6.25% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
Drawdowns
ARTFX vs. RITGX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, roughly equal to the maximum RITGX drawdown of -21.20%. Use the drawdown chart below to compare losses from any high point for ARTFX and RITGX.
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Drawdown Indicators
| ARTFX | RITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -21.20% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -3.38% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -13.75% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -21.20% | -0.22% |
Current DrawdownCurrent decline from peak | -2.54% | -2.41% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -2.25% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.79% | -0.10% |
Volatility
ARTFX vs. RITGX - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 1.00%, while American Funds American High-Income Trust® Class R-6 (RITGX) has a volatility of 1.16%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than RITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTFX | RITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 1.16% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 2.31% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 4.31% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.81% | 4.99% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 5.51% | -0.32% |