FSHNX vs. CWFIX
Compare and contrast key facts about Fidelity Series High Income Fund (FSHNX) and Chartwell Short Duration High Yield Fund (CWFIX).
FSHNX is managed by Fidelity. It was launched on Mar 10, 2011. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
FSHNX vs. CWFIX - Performance Comparison
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FSHNX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHNX Fidelity Series High Income Fund | -0.85% | 11.17% | 8.75% | 11.25% | -11.52% | 6.05% | 4.57% | 15.20% | -2.14% | 9.40% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, FSHNX achieves a -0.85% return, which is significantly lower than CWFIX's -0.40% return. Over the past 10 years, FSHNX has outperformed CWFIX with an annualized return of 6.22%, while CWFIX has yielded a comparatively lower 4.00% annualized return.
FSHNX
- 1D
- 0.00%
- 1M
- -2.13%
- YTD
- -0.85%
- 6M
- 1.07%
- 1Y
- 9.23%
- 3Y*
- 9.00%
- 5Y*
- 4.58%
- 10Y*
- 6.22%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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FSHNX vs. CWFIX - Expense Ratio Comparison
FSHNX has a 0.00% expense ratio, which is lower than CWFIX's 0.49% expense ratio.
Return for Risk
FSHNX vs. CWFIX — Risk / Return Rank
FSHNX
CWFIX
FSHNX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series High Income Fund (FSHNX) and Chartwell Short Duration High Yield Fund (CWFIX). 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.
| FSHNX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 2.99 | -0.58 |
Sortino ratioReturn per unit of downside risk | 3.54 | 4.25 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.80 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.82 | 3.72 | -0.90 |
Martin ratioReturn relative to average drawdown | 13.13 | 17.45 | -4.32 |
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
| FSHNX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.99 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 1.35 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 1.30 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.08 | -0.12 |
Correlation
The correlation between FSHNX and CWFIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSHNX vs. CWFIX - Dividend Comparison
FSHNX's dividend yield for the trailing twelve months is around 6.57%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHNX Fidelity Series High Income Fund | 6.57% | 7.04% | 5.97% | 6.21% | 4.90% | 5.01% | 5.57% | 6.35% | 6.95% | 6.03% | 6.24% | 5.79% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
FSHNX vs. CWFIX - Drawdown Comparison
The maximum FSHNX drawdown since its inception was -21.98%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for FSHNX and CWFIX.
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Drawdown Indicators
| FSHNX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.98% | -12.41% | -9.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -1.37% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -15.32% | -6.36% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -21.98% | -12.41% | -9.57% |
Current DrawdownCurrent decline from peak | -2.13% | -1.03% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -2.44% | -0.87% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 0.29% | +0.41% |
Volatility
FSHNX vs. CWFIX - Volatility Comparison
Fidelity Series High Income Fund (FSHNX) has a higher volatility of 1.23% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that FSHNX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHNX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 0.70% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 1.03% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.02% | 1.71% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.27% | 2.75% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.83% | 3.09% | +2.74% |