ARTUX vs. HFHIX
Compare and contrast key facts about Artisan Floating Rate Fund (ARTUX) and Hartford Floating Rate High Income Fund (HFHIX).
ARTUX is managed by Artisan. It was launched on Nov 30, 2021. HFHIX is managed by Hartford. It was launched on Sep 29, 2011.
Performance
ARTUX vs. HFHIX - Performance Comparison
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ARTUX vs. HFHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | -1.36% | 6.34% | 7.54% | 11.20% | -3.50% |
HFHIX Hartford Floating Rate High Income Fund | -1.29% | 7.69% | 6.61% | 9.35% | -4.31% |
Returns By Period
In the year-to-date period, ARTUX achieves a -1.36% return, which is significantly lower than HFHIX's -1.29% return.
ARTUX
- 1D
- -0.11%
- 1M
- -0.75%
- YTD
- -1.36%
- 6M
- -0.38%
- 1Y
- 4.39%
- 3Y*
- 6.69%
- 5Y*
- —
- 10Y*
- —
HFHIX
- 1D
- 0.00%
- 1M
- -1.37%
- YTD
- -1.29%
- 6M
- 0.27%
- 1Y
- 5.00%
- 3Y*
- 6.52%
- 5Y*
- 3.93%
- 10Y*
- 4.82%
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ARTUX vs. HFHIX - Expense Ratio Comparison
ARTUX has a 1.20% expense ratio, which is higher than HFHIX's 0.80% expense ratio.
Return for Risk
ARTUX vs. HFHIX — Risk / Return Rank
ARTUX
HFHIX
ARTUX vs. HFHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Floating Rate Fund (ARTUX) and Hartford Floating Rate High Income Fund (HFHIX). 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.
| ARTUX | HFHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 1.87 | -0.11 |
Sortino ratioReturn per unit of downside risk | 2.96 | 2.96 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.69 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.97 | -0.99 |
Martin ratioReturn relative to average drawdown | 7.17 | 9.83 | -2.66 |
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
| ARTUX | HFHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.87 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.36 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.16 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.69 | 1.24 | +0.45 |
Correlation
The correlation between ARTUX and HFHIX is 0.56, 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
ARTUX vs. HFHIX - Dividend Comparison
ARTUX's dividend yield for the trailing twelve months is around 6.80%, which matches HFHIX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | 6.80% | 7.31% | 8.09% | 6.71% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HFHIX Hartford Floating Rate High Income Fund | 6.74% | 6.70% | 6.73% | 6.60% | 5.21% | 3.30% | 3.86% | 4.75% | 6.55% | 4.24% | 5.01% | 5.58% |
Drawdowns
ARTUX vs. HFHIX - Drawdown Comparison
The maximum ARTUX drawdown since its inception was -6.08%, smaller than the maximum HFHIX drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for ARTUX and HFHIX.
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Drawdown Indicators
| ARTUX | HFHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.08% | -23.31% | +17.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.33% | -1.85% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -8.21% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.31% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.85% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -0.97% | -1.35% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.56% | +0.11% |
Volatility
ARTUX vs. HFHIX - Volatility Comparison
Artisan Floating Rate Fund (ARTUX) has a higher volatility of 0.63% compared to Hartford Floating Rate High Income Fund (HFHIX) at 0.49%. This indicates that ARTUX's price experiences larger fluctuations and is considered to be riskier than HFHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTUX | HFHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.49% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 1.83% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.81% | 2.95% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.80% | 2.90% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.80% | 4.18% | -1.38% |