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 -5.12%/yr vs 9.18%/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 -5.86% return, which is significantly lower than APFPX's 4.18% return.
EIXIX
- 1D
- -0.63%
- 1M
- -0.96%
- YTD
- -5.86%
- 6M
- -5.55%
- 1Y
- -13.03%
- 3Y*
- -5.12%
- 5Y*
- -4.32%
- 10Y*
- —
APFPX
- 1D
- 0.09%
- 1M
- 0.20%
- YTD
- 4.18%
- 6M
- 4.50%
- 1Y
- 11.57%
- 3Y*
- 9.18%
- 5Y*
- —
- 10Y*
- —
EIXIX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -5.86% | -8.86% | 0.88% | -2.09% | -5.69% |
APFPX Artisan Global Unconstrained Fund | 4.18% | 10.21% | 11.33% | 6.67% | 6.73% |
Correlation
The correlation between EIXIX and APFPX is -0.07, 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 | -0.07 |
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 -0.07 (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 | -6.54 | ||
| Sortino ratioReturn per unit of downside risk | -9.31 | ||
| Omega ratioGain probability vs. loss probability | 0.72 | 2.17 | -1.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 13.00 | -13.91 |
| Martin ratioReturn relative to average drawdown | -1.68 | 56.36 | -58.05 |
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Drawdowns
EIXIX vs. APFPX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -21.39%, 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 | -21.39% | -2.10% | -19.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -0.90% | -12.86% |
Max Drawdown (3Y)Largest decline over 3 years | -16.70% | -2.02% | -14.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | — | — |
Current DrawdownCurrent decline from peak | -21.39% | -0.16% | -21.23% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -0.25% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 0.21% | +7.20% |
Volatility
EIXIX vs. APFPX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 1.82% compared to Artisan Global Unconstrained Fund (APFPX) at 0.54%. 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 | 1.82% | 0.54% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 4.86% | 2.12% | +2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.78% | 2.50% | +4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.40% | 2.75% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 2.75% | +1.95% |
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 5.14%, more than APFPX's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
APFPX Artisan Global Unconstrained Fund | 4.58% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% |
EIXIX Catalyst Enhanced Income Strategy Fund | 5.14% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% |
Frequently Asked Questions
EIXIX and APFPX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (1.82%) compared to APFPX (0.54%). In terms of maximum drawdown, EIXIX dropped -21.39% vs APFPX's -2.10%.
APFPX currently has the higher Sharpe Ratio (4.69 vs -1.85), 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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