RITGX vs. ARTFX
Compare and contrast key facts about American Funds American High-Income Trust® Class R-6 (RITGX) and Artisan High Income Fund (ARTFX).
RITGX is managed by American Funds. It was launched on Aug 4, 2008. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
RITGX vs. ARTFX - Performance Comparison
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RITGX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | -1.08% | 8.69% | 9.91% | 12.54% | -10.10% | 8.74% | 7.44% | 12.28% | -1.46% | 7.70% |
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
Returns By Period
In the year-to-date period, RITGX achieves a -1.08% return, which is significantly higher than ARTFX's -1.87% return. Both investments have delivered pretty close results over the past 10 years, with RITGX having a 6.51% annualized return and ARTFX not far behind at 6.19%.
RITGX
- 1D
- 0.00%
- 1M
- -2.41%
- YTD
- -1.08%
- 6M
- 0.29%
- 1Y
- 6.25%
- 3Y*
- 8.89%
- 5Y*
- 4.84%
- 10Y*
- 6.51%
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
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RITGX vs. ARTFX - Expense Ratio Comparison
RITGX has a 0.32% expense ratio, which is lower than ARTFX's 0.96% expense ratio.
Return for Risk
RITGX vs. ARTFX — Risk / Return Rank
RITGX
ARTFX
RITGX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust® Class R-6 (RITGX) and Artisan High Income Fund (ARTFX). 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.
| RITGX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.63 | -0.08 |
Sortino ratioReturn per unit of downside risk | 2.01 | 2.43 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.39 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.80 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.98 | 7.23 | +0.75 |
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
| RITGX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.63 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.70 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.18 | 1.20 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 1.02 | +0.15 |
Correlation
The correlation between RITGX and ARTFX is 0.84, 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
RITGX vs. ARTFX - Dividend Comparison
RITGX's dividend yield for the trailing twelve months is around 6.25%, less than ARTFX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | 6.25% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
Drawdowns
RITGX vs. ARTFX - Drawdown Comparison
The maximum RITGX drawdown since its inception was -21.20%, roughly equal to the maximum ARTFX drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for RITGX and ARTFX.
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Drawdown Indicators
| RITGX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.20% | -21.42% | +0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -2.76% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -13.75% | -14.62% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -21.20% | -21.42% | +0.22% |
Current DrawdownCurrent decline from peak | -2.41% | -2.54% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -2.24% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.69% | +0.10% |
Volatility
RITGX vs. ARTFX - Volatility Comparison
American Funds American High-Income Trust® Class R-6 (RITGX) has a higher volatility of 1.16% compared to Artisan High Income Fund (ARTFX) at 1.00%. This indicates that RITGX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RITGX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 1.00% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.31% | 1.88% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 3.30% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.99% | 4.81% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 5.19% | +0.32% |