APDKX vs. APFDX
APDKX (Artisan International Value Fund Advisor Class) and APFDX (Artisan Global Discovery Fund) are both mutual funds - APDKX is a Foreign Large Cap Equities fund actively managed by Artisan, while APFDX is a Global Equities fund managed by Artisan. Over the past 5 years, APDKX returned 11.91%/yr vs 2.84%/yr for APFDX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. APDKX charges 1.06%/yr vs 1.38%/yr for APFDX.
Performance
APDKX vs. APFDX - Performance Comparison
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Returns By Period
In the year-to-date period, APDKX achieves a 15.82% return, which is significantly higher than APFDX's 4.22% return.
APDKX
- 1D
- 0.92%
- 1M
- 2.01%
- 6M
- 12.17%
- YTD
- 15.82%
- 1Y
- 27.20%
- 3Y*
- 16.90%
- 5Y*
- 11.91%
- 10Y*
- 11.07%
- ALL TIME*
- 10.90%
APFDX
- 1D
- 1.14%
- 1M
- -5.05%
- 6M
- 2.45%
- YTD
- 4.22%
- 1Y
- 11.38%
- 3Y*
- 11.87%
- 5Y*
- 2.84%
- 10Y*
- —
- ALL TIME*
- 11.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
APDKX vs. APFDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDKX Artisan International Value Fund Advisor Class | 15.82% | 22.69% | 6.55% | 22.81% | -6.85% | 16.83% | 8.70% | 24.12% | -15.56% | 3.02% |
APFDX Artisan Global Discovery Fund | 4.22% | 12.07% | 16.11% | 20.66% | -31.14% | 12.04% | 45.70% | 42.57% | -2.58% | 4.94% |
Correlation
The correlation between APDKX and APFDX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2017 | 0.71 |
The correlation between APDKX and APFDX shifts across timeframes, from 0.61 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
APDKX vs. APFDX — Risk / Return Rank
APDKX
APFDX
APDKX vs. APFDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund Advisor Class (APDKX) and Artisan Global Discovery Fund (APFDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APDKX | APFDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.12 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 0.83 | +1.78 |
| Martin ratioReturn relative to average drawdown | 8.82 | 3.12 | +5.70 |
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Drawdowns
APDKX vs. APFDX - Drawdown Comparison
The maximum APDKX drawdown since its inception was -38.09%, smaller than the maximum APFDX drawdown of -40.83%. Use the drawdown chart below to compare losses from any high point for APDKX and APFDX.
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Drawdown Indicators
| APDKX | APFDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.09% | -40.83% | +2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -13.18% | +3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -10.88% | -21.19% | +10.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -40.83% | +15.95% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.06% | +6.06% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -10.58% | +5.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.51% | -0.57% |
Volatility
APDKX vs. APFDX - Volatility Comparison
The current volatility for Artisan International Value Fund Advisor Class (APDKX) is 3.25%, while Artisan Global Discovery Fund (APFDX) has a volatility of 3.95%. This indicates that APDKX experiences smaller price fluctuations and is considered to be less risky than APFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDKX | APFDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 3.95% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 14.86% | -4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 17.63% | -3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 20.76% | -6.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 20.44% | -4.56% |
APDKX vs. APFDX - Expense Ratio Comparison
APDKX has a 1.06% expense ratio, which is lower than APFDX's 1.38% expense ratio.
Dividends
APDKX vs. APFDX - Dividend Comparison
APDKX's dividend yield for the trailing twelve months is around 6.21%, less than APFDX's 18.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
APDKX Artisan International Value Fund Advisor Class | 6.21% | 7.05% | 4.26% | 3.02% | 2.23% | 9.92% | 0.91% | 3.83% | 5.61% | 1.25% | 3.27% |
APFDX Artisan Global Discovery Fund | 18.83% | 19.63% | 0.87% | 0.00% | 0.00% | 7.91% | 1.88% | 0.00% | 0.51% | 0.62% | 0.00% |
Frequently Asked Questions
APDKX and APFDX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APFDX has higher volatility (3.95%) compared to APDKX (3.25%). In terms of maximum drawdown, APDKX dropped -38.09% vs APFDX's -40.83%.
APDKX currently has the higher Sharpe Ratio (1.84 vs 0.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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