AZNIX vs. ARTFX
Compare and contrast key facts about Virtus Income & Growth Fund (AZNIX) and Artisan High Income Fund (ARTFX).
AZNIX is managed by Allianz. It was launched on Feb 27, 2007. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
AZNIX vs. ARTFX - Performance Comparison
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AZNIX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | -3.69% | 11.97% | 11.24% | 18.99% | -19.58% | 11.81% | 23.37% | 20.81% | -5.56% | 13.05% |
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% |
Returns By Period
In the year-to-date period, AZNIX achieves a -3.69% return, which is significantly lower than ARTFX's -1.87% return. Over the past 10 years, AZNIX has outperformed ARTFX with an annualized return of 8.36%, while ARTFX has yielded a comparatively lower 6.19% annualized return.
AZNIX
- 1D
- -0.68%
- 1M
- -5.17%
- YTD
- -3.69%
- 6M
- -1.98%
- 1Y
- 10.08%
- 3Y*
- 10.59%
- 5Y*
- 4.85%
- 10Y*
- 8.36%
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%
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AZNIX vs. ARTFX - Expense Ratio Comparison
AZNIX has a 0.92% expense ratio, which is lower than ARTFX's 0.96% expense ratio.
Return for Risk
AZNIX vs. ARTFX — Risk / Return Rank
AZNIX
ARTFX
AZNIX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Income & Growth Fund (AZNIX) and Artisan High Income Fund (ARTFX). 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.
| AZNIX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.63 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.43 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.80 | -0.38 |
Martin ratioReturn relative to average drawdown | 6.03 | 7.23 | -1.20 |
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
| AZNIX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.63 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.20 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.02 | -0.45 |
Correlation
The correlation between AZNIX and ARTFX is 0.52, 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
AZNIX vs. ARTFX - Dividend Comparison
AZNIX's dividend yield for the trailing twelve months is around 7.40%, more than ARTFX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | 7.40% | 7.00% | 7.29% | 7.49% | 8.26% | 6.21% | 6.59% | 8.18% | 7.22% | 7.82% | 8.94% | 9.33% |
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% |
Drawdowns
AZNIX vs. ARTFX - Drawdown Comparison
The maximum AZNIX drawdown since its inception was -45.11%, which is greater than ARTFX's maximum drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for AZNIX and ARTFX.
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Drawdown Indicators
| AZNIX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.11% | -21.42% | -23.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -2.76% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -23.92% | -14.62% | -9.30% |
Max Drawdown (10Y)Largest decline over 10 years | -26.24% | -21.42% | -4.82% |
Current DrawdownCurrent decline from peak | -6.16% | -2.54% | -3.62% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -2.24% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 0.69% | +0.81% |
Volatility
AZNIX vs. ARTFX - Volatility Comparison
Virtus Income & Growth Fund (AZNIX) has a higher volatility of 3.79% compared to Artisan High Income Fund (ARTFX) at 1.00%. This indicates that AZNIX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZNIX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 1.00% | +2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 1.88% | +4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.08% | 3.30% | +6.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 4.81% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.33% | 5.19% | +6.14% |