ARTUX vs. PLFRX
Compare and contrast key facts about Artisan Floating Rate Fund (ARTUX) and Pacific Funds Floating Rate Income (PLFRX).
ARTUX is managed by Artisan. It was launched on Nov 30, 2021. PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011.
Performance
ARTUX vs. PLFRX - Performance Comparison
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ARTUX vs. PLFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | -1.36% | 6.34% | 7.54% | 11.20% | -3.50% |
PLFRX Pacific Funds Floating Rate Income | -1.34% | 6.68% | 8.38% | 13.94% | -2.40% |
Returns By Period
The year-to-date returns for both investments are quite close, with ARTUX having a -1.36% return and PLFRX slightly higher at -1.34%.
ARTUX
- 1D
- -0.11%
- 1M
- -0.75%
- YTD
- -1.36%
- 6M
- -0.38%
- 1Y
- 4.39%
- 3Y*
- 6.69%
- 5Y*
- —
- 10Y*
- —
PLFRX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- -1.34%
- 6M
- 0.32%
- 1Y
- 4.86%
- 3Y*
- 7.87%
- 5Y*
- 5.58%
- 10Y*
- 5.04%
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ARTUX vs. PLFRX - Expense Ratio Comparison
ARTUX has a 1.20% expense ratio, which is higher than PLFRX's 0.68% expense ratio.
Return for Risk
ARTUX vs. PLFRX — Risk / Return Rank
ARTUX
PLFRX
ARTUX vs. PLFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Floating Rate Fund (ARTUX) and Pacific Funds Floating Rate Income (PLFRX). 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 | PLFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 1.96 | -0.20 |
Sortino ratioReturn per unit of downside risk | 2.96 | 3.42 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.61 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.90 | -0.93 |
Martin ratioReturn relative to average drawdown | 7.17 | 9.49 | -2.31 |
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 | PLFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.96 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 2.05 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.69 | 1.43 | +0.26 |
Correlation
The correlation between ARTUX and PLFRX is 0.66, 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. PLFRX - Dividend Comparison
ARTUX's dividend yield for the trailing twelve months is around 6.80%, more than PLFRX's 6.59% 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% |
PLFRX Pacific Funds Floating Rate Income | 6.59% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
Drawdowns
ARTUX vs. PLFRX - Drawdown Comparison
The maximum ARTUX drawdown since its inception was -6.08%, smaller than the maximum PLFRX drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for ARTUX and PLFRX.
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Drawdown Indicators
| ARTUX | PLFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.08% | -18.75% | +12.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.33% | -1.82% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.75% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.55% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -0.97% | -0.73% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.56% | +0.11% |
Volatility
ARTUX vs. PLFRX - Volatility Comparison
The current volatility for Artisan Floating Rate Fund (ARTUX) is 0.63%, while Pacific Funds Floating Rate Income (PLFRX) has a volatility of 0.76%. This indicates that ARTUX experiences smaller price fluctuations and is considered to be less risky than PLFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTUX | PLFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.76% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 1.79% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.81% | 2.76% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.80% | 2.74% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.80% | 3.75% | -0.95% |