APDKX vs. CIVIX
APDKX (Artisan International Value Fund Advisor Class) and CIVIX (Causeway International Value Instl) are both Foreign Large Cap Equities funds. APDKX is actively managed, while CIVIX is passively managed. Over the past 10 years, APDKX returned 11.07%/yr vs 10.92%/yr for CIVIX. Their correlation of 0.89 means they have usually moved in the same direction. APDKX charges 1.06%/yr vs 0.85%/yr for CIVIX.
Performance
APDKX vs. CIVIX - 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 CIVIX's 11.53% return. Both investments have delivered pretty close results over the past 10 years, with APDKX having a 11.07% annualized return and CIVIX not far behind at 10.92%.
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%
CIVIX
- 1D
- 2.14%
- 1M
- 2.38%
- 6M
- 6.81%
- YTD
- 11.53%
- 1Y
- 28.57%
- 3Y*
- 18.57%
- 5Y*
- 13.96%
- 10Y*
- 10.92%
- ALL TIME*
- 8.59%
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. CIVIX - 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% |
CIVIX Causeway International Value Instl | 11.53% | 39.13% | 3.73% | 27.29% | -6.77% | 9.12% | 5.41% | 20.11% | -18.62% | 27.20% |
Correlation
The correlation between APDKX and CIVIX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.89 |
The correlation between APDKX and CIVIX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
APDKX vs. CIVIX — Risk / Return Rank
APDKX
CIVIX
APDKX vs. CIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund Advisor Class (APDKX) and Causeway International Value Instl (CIVIX). 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 | CIVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.27 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.62 | +0.99 |
| Martin ratioReturn relative to average drawdown | 8.82 | 5.23 | +3.59 |
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Drawdowns
APDKX vs. CIVIX - Drawdown Comparison
The maximum APDKX drawdown since its inception was -38.09%, smaller than the maximum CIVIX drawdown of -60.93%. Use the drawdown chart below to compare losses from any high point for APDKX and CIVIX.
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Drawdown Indicators
| APDKX | CIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.09% | -60.93% | +22.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -16.19% | +6.24% |
Max Drawdown (3Y)Largest decline over 3 years | -10.88% | -17.30% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -28.51% | +3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -44.87% | +6.78% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -10.94% | +5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 5.00% | -2.06% |
Volatility
APDKX vs. CIVIX - Volatility Comparison
The current volatility for Artisan International Value Fund Advisor Class (APDKX) is 3.25%, while Causeway International Value Instl (CIVIX) has a volatility of 5.26%. This indicates that APDKX experiences smaller price fluctuations and is considered to be less risky than CIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDKX | CIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 5.26% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 15.41% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 17.93% | -3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 18.29% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 19.14% | -3.26% |
APDKX vs. CIVIX - Expense Ratio Comparison
APDKX has a 1.06% expense ratio, which is higher than CIVIX's 0.85% expense ratio.
Dividends
APDKX vs. CIVIX - Dividend Comparison
APDKX's dividend yield for the trailing twelve months is around 6.21%, less than CIVIX's 8.71% 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% |
CIVIX Causeway International Value Instl | 8.71% | 9.72% | 9.25% | 3.61% | 1.78% | 1.82% | 1.37% | 4.63% | 3.55% | 1.83% | 1.96% | 1.95% |
Frequently Asked Questions
APDKX and CIVIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIVIX has higher volatility (5.26%) compared to APDKX (3.25%). In terms of maximum drawdown, APDKX dropped -38.09% vs CIVIX's -60.93%.
APDKX currently has the higher Sharpe Ratio (1.84 vs 1.46), 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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