ASDIX vs. CPUIX
Compare and contrast key facts about AAM/HIMCO Short Duration Fund (ASDIX) and AAM/Insight Select Income Fund (CPUIX).
ASDIX is managed by AAM. It was launched on Jun 30, 2014. CPUIX is managed by AAM. It was launched on Apr 19, 2013.
Performance
ASDIX vs. CPUIX - Performance Comparison
Loading graphics...
ASDIX vs. CPUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASDIX AAM/HIMCO Short Duration Fund | 0.42% | 4.61% | 4.82% | 5.49% | -1.33% | 0.39% | 2.15% | 5.15% | 1.08% | 2.70% |
CPUIX AAM/Insight Select Income Fund | -1.12% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
Returns By Period
In the year-to-date period, ASDIX achieves a 0.42% return, which is significantly higher than CPUIX's -1.12% return. Both investments have delivered pretty close results over the past 10 years, with ASDIX having a 2.76% annualized return and CPUIX not far ahead at 2.85%.
ASDIX
- 1D
- 0.12%
- 1M
- -0.37%
- YTD
- 0.42%
- 6M
- 1.56%
- 1Y
- 4.54%
- 3Y*
- 4.64%
- 5Y*
- 2.81%
- 10Y*
- 2.76%
CPUIX
- 1D
- 0.54%
- 1M
- -2.67%
- YTD
- -1.12%
- 6M
- -0.21%
- 1Y
- 4.35%
- 3Y*
- 4.22%
- 5Y*
- 0.43%
- 10Y*
- 2.85%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ASDIX vs. CPUIX - Expense Ratio Comparison
ASDIX has a 0.56% expense ratio, which is lower than CPUIX's 0.57% expense ratio.
Return for Risk
ASDIX vs. CPUIX — Risk / Return Rank
ASDIX
CPUIX
ASDIX vs. CPUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/HIMCO Short Duration Fund (ASDIX) and AAM/Insight Select Income Fund (CPUIX). 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.
| ASDIX | CPUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.25 | 0.93 | +2.32 |
Sortino ratioReturn per unit of downside risk | 5.10 | 1.32 | +3.78 |
Omega ratioGain probability vs. loss probability | 1.89 | 1.17 | +0.72 |
Calmar ratioReturn relative to maximum drawdown | 4.85 | 1.29 | +3.55 |
Martin ratioReturn relative to average drawdown | 26.16 | 4.28 | +21.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ASDIX | CPUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.25 | 0.93 | +2.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.23 | 0.07 | +2.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.96 | 0.52 | +1.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.96 | 0.63 | +1.34 |
Correlation
The correlation between ASDIX and CPUIX is 0.54, 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
ASDIX vs. CPUIX - Dividend Comparison
ASDIX's dividend yield for the trailing twelve months is around 4.05%, less than CPUIX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASDIX AAM/HIMCO Short Duration Fund | 4.05% | 3.11% | 3.69% | 3.48% | 2.01% | 0.99% | 1.70% | 2.80% | 2.50% | 2.06% | 2.40% | 2.05% |
CPUIX AAM/Insight Select Income Fund | 4.78% | 3.53% | 3.81% | 3.61% | 3.98% | 3.15% | 3.83% | 3.19% | 3.80% | 3.12% | 3.21% | 3.29% |
Drawdowns
ASDIX vs. CPUIX - Drawdown Comparison
The maximum ASDIX drawdown since its inception was -7.62%, smaller than the maximum CPUIX drawdown of -22.37%. Use the drawdown chart below to compare losses from any high point for ASDIX and CPUIX.
Loading graphics...
Drawdown Indicators
| ASDIX | CPUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.62% | -22.37% | +14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -0.89% | -3.37% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -2.73% | -22.37% | +19.64% |
Max Drawdown (10Y)Largest decline over 10 years | -7.62% | -22.37% | +14.75% |
Current DrawdownCurrent decline from peak | -0.37% | -3.31% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -0.29% | -4.50% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.17% | 1.02% | -0.85% |
Volatility
ASDIX vs. CPUIX - Volatility Comparison
The current volatility for AAM/HIMCO Short Duration Fund (ASDIX) is 0.40%, while AAM/Insight Select Income Fund (CPUIX) has a volatility of 1.79%. This indicates that ASDIX experiences smaller price fluctuations and is considered to be less risky than CPUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ASDIX | CPUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.40% | 1.79% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 0.74% | 2.73% | -1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.40% | 4.71% | -3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.26% | 5.96% | -4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.41% | 5.50% | -4.09% |