APDIX vs. ARTGX
Compare and contrast key facts about Artisan International Fund Advisor Class (APDIX) and Artisan Global Value Fund (ARTGX).
APDIX is an actively managed fund by Artisan. It was launched on Apr 1, 2015. ARTGX is managed by Artisan. It was launched on Dec 9, 2007.
Performance
APDIX vs. ARTGX - Performance Comparison
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APDIX vs. ARTGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 4.92% | 36.36% | 10.78% | 14.44% | -19.44% | 9.01% | 7.75% | 29.33% | -10.86% | 31.12% |
ARTGX Artisan Global Value Fund | -3.09% | 34.03% | 10.66% | 26.57% | -13.56% | 15.60% | 6.48% | 23.78% | -13.09% | 21.59% |
Returns By Period
In the year-to-date period, APDIX achieves a 4.92% return, which is significantly higher than ARTGX's -3.09% return. Over the past 10 years, APDIX has underperformed ARTGX with an annualized return of 9.37%, while ARTGX has yielded a comparatively higher 10.65% annualized return.
APDIX
- 1D
- 1.10%
- 1M
- -6.52%
- YTD
- 4.92%
- 6M
- 6.69%
- 1Y
- 30.13%
- 3Y*
- 18.75%
- 5Y*
- 9.34%
- 10Y*
- 9.37%
ARTGX
- 1D
- 1.90%
- 1M
- -6.12%
- YTD
- -3.09%
- 6M
- 3.74%
- 1Y
- 19.07%
- 3Y*
- 18.33%
- 5Y*
- 10.43%
- 10Y*
- 10.65%
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APDIX vs. ARTGX - Expense Ratio Comparison
APDIX has a 1.05% expense ratio, which is lower than ARTGX's 1.25% expense ratio.
Return for Risk
APDIX vs. ARTGX — Risk / Return Rank
APDIX
ARTGX
APDIX vs. ARTGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Advisor Class (APDIX) and Artisan Global Value Fund (ARTGX). 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.
| APDIX | ARTGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 1.39 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.59 | 1.95 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.28 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.72 | +1.08 |
Martin ratioReturn relative to average drawdown | 11.00 | 7.03 | +3.97 |
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
| APDIX | ARTGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 1.39 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.73 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.62 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.49 | +0.07 |
Correlation
The correlation between APDIX and ARTGX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
APDIX vs. ARTGX - Dividend Comparison
APDIX's dividend yield for the trailing twelve months is around 21.77%, more than ARTGX's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 21.77% | 22.84% | 10.42% | 2.00% | 2.74% | 23.63% | 3.39% | 5.41% | 9.98% | 0.83% | 1.45% | 0.00% |
ARTGX Artisan Global Value Fund | 4.73% | 4.58% | 5.38% | 2.87% | 3.68% | 9.38% | 0.05% | 1.29% | 6.35% | 2.01% | 2.66% | 5.95% |
Drawdowns
APDIX vs. ARTGX - Drawdown Comparison
The maximum APDIX drawdown since its inception was -33.79%, smaller than the maximum ARTGX drawdown of -49.92%. Use the drawdown chart below to compare losses from any high point for APDIX and ARTGX.
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Drawdown Indicators
| APDIX | ARTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -49.92% | +16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -10.18% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -26.74% | -7.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -39.90% | +6.11% |
Current DrawdownCurrent decline from peak | -8.77% | -7.92% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -6.60% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.50% | +0.08% |
Volatility
APDIX vs. ARTGX - Volatility Comparison
Artisan International Fund Advisor Class (APDIX) has a higher volatility of 6.11% compared to Artisan Global Value Fund (ARTGX) at 4.72%. This indicates that APDIX's price experiences larger fluctuations and is considered to be riskier than ARTGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDIX | ARTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 4.72% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 8.44% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.32% | 13.87% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 14.40% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 17.26% | -1.10% |