SEMRX vs. ASDIX
SEMRX (Medalist Partners Short Duration Fund) and ASDIX (AAM/HIMCO Short Duration Fund) are both Ultrashort Bond funds. Over the past 10 years, SEMRX returned 3.43%/yr vs 2.70%/yr for ASDIX. Their 0.29 correlation means their historical movements had little consistent relationship. SEMRX charges 0.85%/yr vs 0.56%/yr for ASDIX.
Performance
SEMRX vs. ASDIX - Performance Comparison
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Returns By Period
In the year-to-date period, SEMRX achieves a 2.62% return, which is significantly higher than ASDIX's 1.26% return. Over the past 10 years, SEMRX has outperformed ASDIX with an annualized return of 3.43%, while ASDIX has yielded a comparatively lower 2.70% annualized return.
SEMRX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.94%
- YTD
- 2.62%
- 1Y
- 4.94%
- 3Y*
- 6.91%
- 5Y*
- 4.85%
- 10Y*
- 3.43%
- ALL TIME*
- 2.57%
ASDIX
- 1D
- -0.10%
- 1M
- -0.03%
- 6M
- 0.97%
- YTD
- 1.26%
- 1Y
- 3.32%
- 3Y*
- 4.38%
- 5Y*
- 2.91%
- 10Y*
- 2.70%
- ALL TIME*
- 2.66%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SEMRX vs. ASDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEMRX Medalist Partners Short Duration Fund | 2.62% | 6.47% | 8.21% | 8.76% | -1.69% | 1.93% | -1.19% | 3.48% | 2.11% | 2.74% |
ASDIX AAM/HIMCO Short Duration Fund | 1.26% | 4.61% | 4.82% | 5.49% | -1.33% | 0.39% | 2.15% | 5.15% | 1.08% | 2.70% |
Correlation
The correlation between SEMRX and ASDIX is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.29 |
The correlation between SEMRX and ASDIX shifts across timeframes, from 0.29 (all time) to 0.40 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SEMRX vs. ASDIX — Risk / Return Rank
SEMRX
ASDIX
SEMRX vs. ASDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Medalist Partners Short Duration Fund (SEMRX) and AAM/HIMCO Short Duration Fund (ASDIX). 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.
| SEMRX | ASDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | +4.16 | ||
| Omega ratioGain probability vs. loss probability | 2.93 | 1.90 | +1.03 |
| Calmar ratioReturn relative to maximum drawdown | 9.91 | 6.17 | +3.73 |
| Martin ratioReturn relative to average drawdown | 41.01 | 28.69 | +12.32 |
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Drawdowns
SEMRX vs. ASDIX - Drawdown Comparison
The maximum SEMRX drawdown since its inception was -13.09%, which is greater than ASDIX's maximum drawdown of -7.62%. Use the drawdown chart below to compare losses from any high point for SEMRX and ASDIX.
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Drawdown Indicators
| SEMRX | ASDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.09% | -7.62% | -5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -0.52% | -0.59% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -0.63% | -0.89% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -4.05% | -2.73% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -13.09% | -7.62% | -5.47% |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -0.62% | -0.29% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 0.13% | 0.00% |
Volatility
SEMRX vs. ASDIX - Volatility Comparison
The current volatility for Medalist Partners Short Duration Fund (SEMRX) is 0.22%, while AAM/HIMCO Short Duration Fund (ASDIX) has a volatility of 0.34%. This indicates that SEMRX experiences smaller price fluctuations and is considered to be less risky than ASDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEMRX | ASDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 0.34% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 1.28% | 0.81% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 1.11% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.84% | 1.29% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.31% | 1.42% | +0.89% |
SEMRX vs. ASDIX - Expense Ratio Comparison
SEMRX has a 0.85% expense ratio, which is higher than ASDIX's 0.56% expense ratio.
Dividends
SEMRX vs. ASDIX - Dividend Comparison
SEMRX's dividend yield for the trailing twelve months is around 5.13%, more than ASDIX's 3.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASDIX AAM/HIMCO Short Duration Fund | 3.89% | 3.11% | 3.69% | 3.48% | 2.01% | 0.99% | 1.70% | 2.80% | 2.50% | 2.06% | 2.40% | 2.05% |
SEMRX Medalist Partners Short Duration Fund | 5.13% | 5.94% | 6.13% | 6.05% | 3.22% | 1.71% | 1.95% | 2.90% | 2.70% | 2.20% | 3.03% | 2.35% |
Frequently Asked Questions
SEMRX and ASDIX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASDIX has higher volatility (0.34%) compared to SEMRX (0.22%). In terms of maximum drawdown, SEMRX dropped -13.09% vs ASDIX's -7.62%.
ASDIX currently has the higher Sharpe Ratio (3.30 vs 2.91), 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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