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APAM vs. MO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APAM and MO is 0.25, 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.


-0.50.00.51.00.3

Performance

APAM vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
5.85%
7.95%
APAM
MO

Key characteristics

Sharpe Ratio

APAM:

0.32

MO:

2.72

Sortino Ratio

APAM:

0.62

MO:

3.86

Omega Ratio

APAM:

1.07

MO:

1.51

Calmar Ratio

APAM:

0.51

MO:

2.59

Martin Ratio

APAM:

1.06

MO:

11.26

Ulcer Index

APAM:

8.36%

MO:

4.31%

Daily Std Dev

APAM:

27.65%

MO:

17.90%

Max Drawdown

APAM:

-59.70%

MO:

-57.38%

Current Drawdown

APAM:

-11.35%

MO:

-2.80%

Fundamentals

Market Cap

APAM:

$2.96B

MO:

$93.07B

EPS

APAM:

$3.66

MO:

$6.54

PE Ratio

APAM:

11.53

MO:

8.42

PEG Ratio

APAM:

1.38

MO:

3.93

Total Revenue (TTM)

APAM:

$849.52M

MO:

$20.44B

Gross Profit (TTM)

APAM:

$395.61M

MO:

$14.37B

EBITDA (TTM)

APAM:

$300.01M

MO:

$12.40B

Returns By Period

In the year-to-date period, APAM achieves a 1.11% return, which is significantly lower than MO's 5.28% return. Over the past 10 years, APAM has outperformed MO with an annualized return of 8.21%, while MO has yielded a comparatively lower 6.43% annualized return.


APAM

YTD

1.11%

1M

-1.88%

6M

5.27%

1Y

8.34%

5Y*

14.67%

10Y*

8.21%

MO

YTD

5.28%

1M

5.76%

6M

9.12%

1Y

45.34%

5Y*

14.37%

10Y*

6.43%

*Annualized

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Risk-Adjusted Performance

APAM vs. MO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APAM
The Risk-Adjusted Performance Rank of APAM is 5656
Overall Rank
The Sharpe Ratio Rank of APAM is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of APAM is 4949
Sortino Ratio Rank
The Omega Ratio Rank of APAM is 4747
Omega Ratio Rank
The Calmar Ratio Rank of APAM is 6868
Calmar Ratio Rank
The Martin Ratio Rank of APAM is 5959
Martin Ratio Rank

MO
The Risk-Adjusted Performance Rank of MO is 9595
Overall Rank
The Sharpe Ratio Rank of MO is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9696
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9595
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9494
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APAM vs. MO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO). 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.


The chart of Sharpe ratio for APAM, currently valued at 0.32, compared to the broader market-2.000.002.000.322.72
The chart of Sortino ratio for APAM, currently valued at 0.62, compared to the broader market-4.00-2.000.002.004.006.000.623.86
The chart of Omega ratio for APAM, currently valued at 1.07, compared to the broader market0.501.001.502.001.071.51
The chart of Calmar ratio for APAM, currently valued at 0.51, compared to the broader market0.002.004.006.000.512.59
The chart of Martin ratio for APAM, currently valued at 1.06, compared to the broader market-10.000.0010.0020.0030.001.0611.26
APAM
MO

The current APAM Sharpe Ratio is 0.32, which is lower than the MO Sharpe Ratio of 2.72. The chart below compares the historical Sharpe Ratios of APAM and MO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.32
2.72
APAM
MO

Dividends

APAM vs. MO - Dividend Comparison

APAM's dividend yield for the trailing twelve months is around 8.24%, more than MO's 7.27% yield.


TTM20242023202220212020201920182017201620152014
APAM
Artisan Partners Asset Management Inc.
8.24%7.34%6.02%12.36%8.88%6.73%10.49%14.43%6.99%9.41%9.29%7.58%
MO
Altria Group, Inc.
7.27%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%

Drawdowns

APAM vs. MO - Drawdown Comparison

The maximum APAM drawdown since its inception was -59.70%, roughly equal to the maximum MO drawdown of -57.38%. Use the drawdown chart below to compare losses from any high point for APAM and MO. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.35%
-2.80%
APAM
MO

Volatility

APAM vs. MO - Volatility Comparison

Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 7.18% compared to Altria Group, Inc. (MO) at 5.77%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
7.18%
5.77%
APAM
MO

Financials

APAM vs. MO - Financials Comparison

This section allows you to compare key financial metrics between Artisan Partners Asset Management Inc. and Altria Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items