HIIFX vs. CRDOX
Compare and contrast key facts about Catalyst/SMH High Income Fund (HIIFX) and Six Circles Credit Opportunities Fund (CRDOX).
HIIFX is managed by Catalyst Mutual Funds. It was launched on May 21, 2008. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
HIIFX vs. CRDOX - Performance Comparison
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HIIFX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HIIFX Catalyst/SMH High Income Fund | -2.26% | 15.31% | 8.33% | 16.44% | -13.48% | 8.03% | 3.07% |
CRDOX Six Circles Credit Opportunities Fund | -1.45% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
In the year-to-date period, HIIFX achieves a -2.26% return, which is significantly lower than CRDOX's -1.45% return.
HIIFX
- 1D
- 0.77%
- 1M
- -1.17%
- YTD
- -2.26%
- 6M
- -1.18%
- 1Y
- 14.79%
- 3Y*
- 11.42%
- 5Y*
- 4.98%
- 10Y*
- 8.25%
CRDOX
- 1D
- 0.34%
- 1M
- -2.43%
- YTD
- -1.45%
- 6M
- 0.10%
- 1Y
- 6.40%
- 3Y*
- 6.56%
- 5Y*
- 2.70%
- 10Y*
- —
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HIIFX vs. CRDOX - Expense Ratio Comparison
HIIFX has a 1.49% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
HIIFX vs. CRDOX — Risk / Return Rank
HIIFX
CRDOX
HIIFX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH High Income Fund (HIIFX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| HIIFX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 2.04 | -0.11 |
Sortino ratioReturn per unit of downside risk | 2.65 | 2.80 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.47 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.81 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.21 | 8.08 | +0.13 |
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
| HIIFX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 2.04 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.66 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.72 | -0.54 |
Correlation
The correlation between HIIFX and CRDOX is 0.62, 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
HIIFX vs. CRDOX - Dividend Comparison
HIIFX's dividend yield for the trailing twelve months is around 5.50%, less than CRDOX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIIFX Catalyst/SMH High Income Fund | 5.50% | 4.65% | 6.03% | 6.55% | 6.64% | 4.03% | 5.00% | 5.37% | 5.61% | 5.50% | 6.81% | 12.14% |
CRDOX Six Circles Credit Opportunities Fund | 6.34% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HIIFX vs. CRDOX - Drawdown Comparison
The maximum HIIFX drawdown since its inception was -51.29%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for HIIFX and CRDOX.
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Drawdown Indicators
| HIIFX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.29% | -15.92% | -35.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.26% | -3.14% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -15.92% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -18.58% | — | — |
Current DrawdownCurrent decline from peak | -4.15% | -2.81% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -15.41% | -3.63% | -11.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 0.70% | +1.14% |
Volatility
HIIFX vs. CRDOX - Volatility Comparison
Catalyst/SMH High Income Fund (HIIFX) has a higher volatility of 2.48% compared to Six Circles Credit Opportunities Fund (CRDOX) at 1.44%. This indicates that HIIFX's price experiences larger fluctuations and is considered to be riskier than CRDOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIIFX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 1.44% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 4.86% | 2.19% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 3.28% | +4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.43% | 4.11% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 4.04% | +1.96% |