FGI vs. APHFX
FGI (FGI Industries Ltd) is a stock, while APHFX (Artisan High Income Fund Class I) is High Yield Bonds fund actively managed by Artisan. Over the past 3 years, FGI returned -22.51%/yr vs 7.86%/yr for APHFX. Their 0.10 correlation means their historical movements had little consistent relationship.
Performance
FGI vs. APHFX - Performance Comparison
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Returns By Period
In the year-to-date period, FGI achieves a -24.91% return, which is significantly lower than APHFX's 0.92% return.
FGI
- 1D
- 1.90%
- 1M
- -2.73%
- 6M
- -33.44%
- YTD
- -24.91%
- 1Y
- 8.35%
- 3Y*
- -22.51%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -32.37%
APHFX
- 1D
- 0.11%
- 1M
- -0.55%
- 6M
- 0.32%
- YTD
- 0.92%
- 1Y
- 3.79%
- 3Y*
- 7.86%
- 5Y*
- 3.63%
- 10Y*
- —
- ALL TIME*
- 5.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $163.08K | $126.23K | $211.13K |
FGI vs. APHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FGI FGI Industries Ltd | -24.91% | 47.10% | -52.74% | -23.72% | -57.00% |
APHFX Artisan High Income Fund Class I | 0.92% | 8.43% | 8.60% | 13.77% | -10.21% |
Correlation
The correlation between FGI and APHFX is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2022 | 0.10 |
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Return for Risk
FGI vs. APHFX — Risk / Return Rank
FGI
APHFX
FGI vs. APHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FGI Industries Ltd (FGI) and Artisan High Income Fund Class I (APHFX). 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.
| FGI | APHFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 1.59 | -1.67 |
| Martin ratioReturn relative to average drawdown | -0.11 | 7.07 | -7.18 |
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Drawdowns
FGI vs. APHFX - Drawdown Comparison
The maximum FGI drawdown since its inception was -90.39%, which is greater than APHFX's maximum drawdown of -21.51%. Use the drawdown chart below to compare losses from any high point for FGI and APHFX.
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Drawdown Indicators
| FGI | APHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.39% | -21.51% | -68.88% |
Max Drawdown (1Y)Largest decline over 1 year | -65.64% | -2.74% | -62.90% |
Max Drawdown (3Y)Largest decline over 3 years | -74.72% | -3.29% | -71.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.80% | — |
Current DrawdownCurrent decline from peak | -82.88% | -0.55% | -82.33% |
Average DrawdownAverage peak-to-trough decline | -69.71% | -2.46% | -67.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 43.26% | 0.61% | +42.65% |
Volatility
FGI vs. APHFX - Volatility Comparison
FGI Industries Ltd (FGI) has a higher volatility of 29.18% compared to Artisan High Income Fund Class I (APHFX) at 0.47%. This indicates that FGI's price experiences larger fluctuations and is considered to be riskier than APHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGI | APHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.18% | 0.47% | +28.71% |
Volatility (6M)Calculated over the trailing 6-month period | 111.41% | 2.42% | +108.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 202.01% | 3.00% | +199.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 121.22% | 4.91% | +116.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 121.22% | 5.28% | +115.94% |
Dividends
FGI vs. APHFX - Dividend Comparison
FGI has not paid dividends to shareholders, while APHFX's dividend yield for the trailing twelve months is around 6.46%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
APHFX Artisan High Income Fund Class I | 6.46% | 6.96% | 7.39% | 5.56% | 5.83% | 5.50% | 6.01% | 6.44% | 7.25% | 7.96% |
FGI FGI Industries Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FGI and APHFX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGI has higher volatility (29.18%) compared to APHFX (0.47%). In terms of maximum drawdown, FGI dropped -90.39% vs APHFX's -21.51%.
APHFX currently has the higher Sharpe Ratio (1.46 vs -0.02), 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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