EIXIX vs. APFPX
EIXIX (Catalyst Enhanced Income Strategy Fund) and APFPX (Artisan Global Unconstrained Fund) are both Nontraditional Bonds funds. Over the past 3 years, EIXIX returned -6.26%/yr vs 9.20%/yr for APFPX. At a correlation of -0.23, they often move in opposite directions. EIXIX charges 1.50%/yr vs 1.54%/yr for APFPX.
Performance
EIXIX vs. APFPX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -9.53% return, which is significantly lower than APFPX's 4.47% return.
EIXIX
- 1D
- -0.49%
- 1M
- -5.39%
- 6M
- -9.13%
- YTD
- -9.53%
- 1Y
- -15.80%
- 3Y*
- -6.26%
- 5Y*
- -5.13%
- 10Y*
- —
APFPX
- 1D
- 0.00%
- 1M
- 0.46%
- 6M
- 3.61%
- YTD
- 4.47%
- 1Y
- 11.21%
- 3Y*
- 9.20%
- 5Y*
- —
- 10Y*
- —
EIXIX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -9.53% | -8.86% | 0.88% | -2.09% | -5.69% |
APFPX Artisan Global Unconstrained Fund | 4.47% | 10.21% | 11.33% | 6.67% | 6.73% |
Correlation
The correlation between EIXIX and APFPX is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.20 |
Correlation (All Time) Calculated using the full available price history since May 17, 2022 | -0.23 |
The correlation between EIXIX and APFPX shifts across timeframes, from -0.23 (all time) to -0.08 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EIXIX vs. APFPX — Risk / Return Rank
EIXIX
APFPX
EIXIX vs. APFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and Artisan Global Unconstrained Fund (APFPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIXIX | APFPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.87 | ||
| Sortino ratioReturn per unit of downside risk | -9.59 | ||
| Omega ratioGain probability vs. loss probability | 0.65 | 2.16 | -1.51 |
| Calmar ratioReturn relative to maximum drawdown | -1.01 | 12.95 | -13.96 |
| Martin ratioReturn relative to average drawdown | -2.21 | 53.39 | -55.60 |
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Drawdowns
EIXIX vs. APFPX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, which is greater than APFPX's maximum drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for EIXIX and APFPX.
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Drawdown Indicators
| EIXIX | APFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -2.10% | -22.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -0.90% | -15.32% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -2.02% | -17.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | — | — |
Current DrawdownCurrent decline from peak | -24.46% | 0.00% | -24.46% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -0.25% | -5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 0.22% | +7.17% |
Volatility
EIXIX vs. APFPX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.37% compared to Artisan Global Unconstrained Fund (APFPX) at 0.60%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than APFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | APFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 0.60% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 5.75% | 2.15% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.33% | 2.51% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 2.74% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 2.74% | +2.09% |
EIXIX vs. APFPX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is lower than APFPX's 1.54% expense ratio.
Dividends
EIXIX vs. APFPX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.18%, less than APFPX's 4.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
APFPX Artisan Global Unconstrained Fund | 4.75% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% |
EIXIX Catalyst Enhanced Income Strategy Fund | 4.18% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% |
Frequently Asked Questions
EIXIX and APFPX have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.37%) compared to APFPX (0.60%). In terms of maximum drawdown, EIXIX dropped -24.46% vs APFPX's -2.10%.
APFPX currently has the higher Sharpe Ratio (4.64 vs -2.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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