APAM vs. ONEQ

In the year-to-date period, APAM achieves a -1.96% return, which is significantly lower than ONEQ's -0.98% return. Over the past 10 years, APAM has underperformed ONEQ with an annualized return of 8.67%, while ONEQ has yielded a comparatively higher 15.27% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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 current APAM Sharpe Ratio is 0.02, which is lower than the ONEQ Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of APAM and ONEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APAM's dividend yield for the trailing twelve months is around 8.81%, more than ONEQ's 0.63% yield.

The maximum APAM drawdown since its inception was -59.70%, which is greater than ONEQ's maximum drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for APAM and ONEQ.

Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 9.03% compared to Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) at 5.98%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.