APDFX vs. ARTRX
Compare and contrast key facts about Artisan High Income Fund Advisor Class (APDFX) and Artisan Global Opportunities Fund Class I (ARTRX).
APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
APDFX vs. ARTRX - Performance Comparison
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APDFX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | -1.96% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 9.67% | 14.84% | -1.40% | 9.01% |
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, APDFX achieves a -1.96% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, APDFX has underperformed ARTRX with an annualized return of 6.69%, while ARTRX has yielded a comparatively higher 10.27% annualized return.
APDFX
- 1D
- 0.11%
- 1M
- -2.09%
- YTD
- -1.96%
- 6M
- -0.88%
- 1Y
- 5.03%
- 3Y*
- 8.40%
- 5Y*
- 3.97%
- 10Y*
- 6.69%
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
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APDFX vs. ARTRX - Expense Ratio Comparison
APDFX has a 0.80% expense ratio, which is lower than ARTRX's 1.14% expense ratio.
Return for Risk
APDFX vs. ARTRX — Risk / Return Rank
APDFX
ARTRX
APDFX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Advisor Class (APDFX) and Artisan Global Opportunities Fund Class I (ARTRX). 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.
| APDFX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.30 | +1.34 |
Sortino ratioReturn per unit of downside risk | 2.45 | 0.53 | +1.92 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.07 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 0.24 | +1.58 |
Martin ratioReturn relative to average drawdown | 7.01 | 0.73 | +6.28 |
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
| APDFX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.30 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.14 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 0.54 | +0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.49 | +0.61 |
Correlation
The correlation between APDFX and ARTRX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
APDFX vs. ARTRX - Dividend Comparison
APDFX's dividend yield for the trailing twelve months is around 6.53%, more than ARTRX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | 6.53% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
APDFX vs. ARTRX - Drawdown Comparison
The maximum APDFX drawdown since its inception was -21.52%, smaller than the maximum ARTRX drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for APDFX and ARTRX.
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Drawdown Indicators
| APDFX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.52% | -46.00% | +24.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -12.71% | +9.95% |
Max Drawdown (5Y)Largest decline over 5 years | -14.64% | -38.37% | +23.73% |
Max Drawdown (10Y)Largest decline over 10 years | -21.52% | -38.37% | +16.85% |
Current DrawdownCurrent decline from peak | -2.64% | -12.71% | +10.07% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -8.30% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 4.25% | -3.53% |
Volatility
APDFX vs. ARTRX - Volatility Comparison
The current volatility for Artisan High Income Fund Advisor Class (APDFX) is 1.07%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 5.29%. This indicates that APDFX experiences smaller price fluctuations and is considered to be less risky than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDFX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 5.29% | -4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | 10.66% | -8.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.38% | 17.40% | -14.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 19.66% | -14.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 18.93% | -13.69% |