APDKX vs. APHKX
APDKX (Artisan International Value Fund Advisor Class) and APHKX (Artisan International Value Fund) are both Foreign Large Cap Equities funds from Artisan. Both are actively managed. Over the past 10 years, APDKX returned 11.07%/yr vs 11.49%/yr for APHKX. Their 1.00 correlation means they have historically moved very closely together. APDKX charges 1.06%/yr vs 0.97%/yr for APHKX.
Performance
APDKX vs. APHKX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with APDKX having a 15.82% return and APHKX slightly higher at 15.86%. Both investments have delivered pretty close results over the past 10 years, with APDKX having a 11.07% annualized return and APHKX not far ahead at 11.49%.
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%
APHKX
- 1D
- 0.91%
- 1M
- 2.00%
- 6M
- 12.23%
- YTD
- 15.86%
- 1Y
- 27.31%
- 3Y*
- 17.01%
- 5Y*
- 12.01%
- 10Y*
- 11.49%
- ALL TIME*
- 7.77%
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. APHKX - 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% | 20.50% |
APHKX Artisan International Value Fund | 15.86% | 22.84% | 6.64% | 22.95% | -6.78% | 16.94% | 8.81% | 24.22% | -15.48% | 24.09% |
Correlation
The correlation between APDKX and APHKX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 1.00 |
The correlation between APDKX and APHKX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
APDKX vs. APHKX — Risk / Return Rank
APDKX
APHKX
APDKX vs. APHKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund Advisor Class (APDKX) and Artisan International Value Fund (APHKX). 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 | APHKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.62 | -0.01 |
| Martin ratioReturn relative to average drawdown | 8.82 | 8.86 | -0.05 |
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Drawdowns
APDKX vs. APHKX - Drawdown Comparison
The maximum APDKX drawdown since its inception was -38.09%, smaller than the maximum APHKX drawdown of -56.33%. Use the drawdown chart below to compare losses from any high point for APDKX and APHKX.
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Drawdown Indicators
| APDKX | APHKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.09% | -56.33% | +18.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -9.96% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -10.88% | -10.87% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -24.83% | -0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -38.07% | -0.02% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -9.04% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.94% | 0.00% |
Volatility
APDKX vs. APHKX - Volatility Comparison
Artisan International Value Fund Advisor Class (APDKX) and Artisan International Value Fund (APHKX) have volatilities of 3.25% and 3.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDKX | APHKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 3.25% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 10.27% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 14.08% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 13.96% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 15.86% | +0.02% |
APDKX vs. APHKX - Expense Ratio Comparison
APDKX has a 1.06% expense ratio, which is higher than APHKX's 0.97% expense ratio.
Dividends
APDKX vs. APHKX - Dividend Comparison
APDKX's dividend yield for the trailing twelve months is around 6.21%, which matches APHKX's 6.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
APHKX Artisan International Value Fund | 6.26% | 7.10% | 4.34% | 3.10% | 2.28% | 10.00% | 0.98% | 3.92% | 5.69% | 4.15% | 3.31% | 6.40% |
Frequently Asked Questions
With a correlation of 1.00, APDKX and APHKX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
APHKX has higher volatility (3.25%) compared to APDKX (3.25%). In terms of maximum drawdown, APDKX dropped -38.09% vs APHKX's -56.33%.
APHKX currently has the higher Sharpe Ratio (1.86 vs 1.84), 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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