XILSX vs. CWFIX
Compare and contrast key facts about Pioneer ILS Interval Fund (XILSX) and Chartwell Short Duration High Yield Fund (CWFIX).
XILSX is managed by Amundi. It was launched on Dec 16, 2014. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
XILSX vs. CWFIX - Performance Comparison
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XILSX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XILSX Pioneer ILS Interval Fund | 5.18% | 18.70% | 18.93% | 18.65% | 1.23% | -1.10% | 7.37% | 2.60% | -2.11% | -8.83% |
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% | 2.64% |
Returns By Period
In the year-to-date period, XILSX achieves a 5.18% return, which is significantly higher than CWFIX's -0.40% return.
XILSX
- 1D
- 0.00%
- 1M
- 1.50%
- YTD
- 5.18%
- 6M
- 11.15%
- 1Y
- 25.12%
- 3Y*
- 19.56%
- 5Y*
- 11.91%
- 10Y*
- —
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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XILSX vs. CWFIX - Expense Ratio Comparison
XILSX has a 1.88% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
XILSX vs. CWFIX — Risk / Return Rank
XILSX
CWFIX
XILSX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer ILS Interval Fund (XILSX) 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.
| XILSX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 8.38 | 2.99 | +5.39 |
Sortino ratioReturn per unit of downside risk | 71.70 | 4.25 | +67.45 |
Omega ratioGain probability vs. loss probability | 31.20 | 1.80 | +29.40 |
Calmar ratioReturn relative to maximum drawdown | 120.30 | 3.72 | +116.58 |
Martin ratioReturn relative to average drawdown | 749.82 | 17.45 | +732.37 |
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
| XILSX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 8.38 | 2.99 | +5.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.19 | 1.35 | +1.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.58 | 1.08 | +0.50 |
Correlation
The correlation between XILSX and CWFIX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XILSX vs. CWFIX - Dividend Comparison
XILSX's dividend yield for the trailing twelve months is around 9.04%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XILSX Pioneer ILS Interval Fund | 9.04% | 9.51% | 13.06% | 12.82% | 2.68% | 2.04% | 5.20% | 6.63% | 6.40% | 0.00% | 0.00% | 0.00% |
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
XILSX vs. CWFIX - Drawdown Comparison
The maximum XILSX drawdown since its inception was -14.53%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for XILSX and CWFIX.
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Drawdown Indicators
| XILSX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -12.41% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -0.21% | -1.37% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -6.27% | -6.36% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.41% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.03% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -0.87% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | 0.29% | -0.26% |
Volatility
XILSX vs. CWFIX - Volatility Comparison
Pioneer ILS Interval Fund (XILSX) and Chartwell Short Duration High Yield Fund (CWFIX) have volatilities of 0.73% and 0.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XILSX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 0.70% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.18% | 1.03% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.04% | 1.71% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.75% | 2.75% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.95% | 3.09% | +0.86% |