APDIX vs. DIAX
Compare and contrast key facts about Artisan International Fund Advisor Class (APDIX) and Dimensional International Core Equity Fund (DIAX).
APDIX is an actively managed fund by Artisan. It was launched on Apr 1, 2015. DIAX is managed by Dimensional Fund Advisors. It was launched on Jan 1, 2013.
Performance
APDIX vs. DIAX - Performance Comparison
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APDIX vs. DIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 3.78% | 36.36% | 10.78% | 14.44% | -19.44% | 9.01% | 7.75% | 29.33% | -10.86% | 31.12% |
DIAX Dimensional International Core Equity Fund | -5.70% | 10.13% | 16.51% | -2.11% | -6.11% | 24.72% | -6.85% | 16.99% | -8.53% | 33.77% |
Returns By Period
In the year-to-date period, APDIX achieves a 3.78% return, which is significantly higher than DIAX's -5.70% return. Over the past 10 years, APDIX has outperformed DIAX with an annualized return of 9.25%, while DIAX has yielded a comparatively lower 7.67% annualized return.
APDIX
- 1D
- -0.58%
- 1M
- -8.94%
- YTD
- 3.78%
- 6M
- 5.53%
- 1Y
- 29.45%
- 3Y*
- 18.32%
- 5Y*
- 9.45%
- 10Y*
- 9.25%
DIAX
- 1D
- -0.91%
- 1M
- -5.94%
- YTD
- -5.70%
- 6M
- -1.40%
- 1Y
- 5.66%
- 3Y*
- 8.06%
- 5Y*
- 5.16%
- 10Y*
- 7.67%
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APDIX vs. DIAX - Expense Ratio Comparison
APDIX has a 1.05% expense ratio, which is higher than DIAX's 0.01% expense ratio.
Return for Risk
APDIX vs. DIAX — Risk / Return Rank
APDIX
DIAX
APDIX vs. DIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Advisor Class (APDIX) and Dimensional International Core Equity Fund (DIAX). 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 | DIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 0.32 | +1.53 |
Sortino ratioReturn per unit of downside risk | 2.38 | 0.60 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.09 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 0.41 | +2.11 |
Martin ratioReturn relative to average drawdown | 10.62 | 1.63 | +8.99 |
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 | DIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.32 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.36 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.44 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.34 | +0.21 |
Correlation
The correlation between APDIX and DIAX is 0.57, 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
APDIX vs. DIAX - Dividend Comparison
APDIX's dividend yield for the trailing twelve months is around 22.01%, more than DIAX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 22.01% | 22.84% | 10.42% | 2.00% | 2.74% | 23.63% | 3.39% | 5.41% | 9.98% | 0.83% | 1.45% | 0.00% |
DIAX Dimensional International Core Equity Fund | 8.54% | 7.89% | 7.71% | 8.19% | 7.39% | 6.15% | 7.33% | 6.68% | 7.69% | 5.63% | 6.95% | 7.41% |
Drawdowns
APDIX vs. DIAX - Drawdown Comparison
The maximum APDIX drawdown since its inception was -33.79%, smaller than the maximum DIAX drawdown of -44.96%. Use the drawdown chart below to compare losses from any high point for APDIX and DIAX.
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Drawdown Indicators
| APDIX | DIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -44.96% | +11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -12.06% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -20.59% | -13.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -44.96% | +11.17% |
Current DrawdownCurrent decline from peak | -9.77% | -8.81% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -7.96% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.07% | -0.48% |
Volatility
APDIX vs. DIAX - Volatility Comparison
Artisan International Fund Advisor Class (APDIX) has a higher volatility of 6.03% compared to Dimensional International Core Equity Fund (DIAX) at 3.97%. This indicates that APDIX's price experiences larger fluctuations and is considered to be riskier than DIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDIX | DIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 3.97% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 7.40% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.32% | 16.38% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 14.28% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 17.46% | -1.30% |