APDKX vs. CIVIX
Compare and contrast key facts about Artisan International Value Fund Advisor Class (APDKX) and Causeway International Value Instl (CIVIX).
APDKX is an actively managed fund by Artisan Partners. It was launched on Apr 1, 2015. CIVIX is a passively managed fund by Causeway that tracks the performance of the MSCI AC World ex USA Value (Net). It was launched on Oct 26, 2001.
Performance
APDKX vs. CIVIX - Performance Comparison
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APDKX vs. CIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDKX Artisan International Value Fund Advisor Class | -2.03% | 22.69% | 6.55% | 22.81% | -6.85% | 16.83% | 8.70% | 24.12% | -15.56% | 20.50% |
CIVIX Causeway International Value Instl | -7.02% | 39.13% | 3.73% | 27.29% | -6.77% | 9.12% | 5.41% | 20.11% | -18.62% | 27.20% |
Returns By Period
In the year-to-date period, APDKX achieves a -2.03% return, which is significantly higher than CIVIX's -7.02% return. Both investments have delivered pretty close results over the past 10 years, with APDKX having a 9.52% annualized return and CIVIX not far behind at 9.29%.
APDKX
- 1D
- 0.34%
- 1M
- -9.65%
- YTD
- -2.03%
- 6M
- 2.19%
- 1Y
- 13.94%
- 3Y*
- 12.61%
- 5Y*
- 9.57%
- 10Y*
- 9.52%
CIVIX
- 1D
- 0.78%
- 1M
- -15.11%
- YTD
- -7.02%
- 6M
- 0.62%
- 1Y
- 17.46%
- 3Y*
- 14.39%
- 5Y*
- 10.21%
- 10Y*
- 9.29%
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APDKX vs. CIVIX - Expense Ratio Comparison
APDKX has a 1.06% expense ratio, which is higher than CIVIX's 0.85% expense ratio.
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.
| APDKX | CIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.85 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.24 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.91 | +0.35 |
Martin ratioReturn relative to average drawdown | 4.34 | 3.49 | +0.85 |
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
| APDKX | CIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.85 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.48 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.38 | +0.20 |
Correlation
The correlation between APDKX and CIVIX is 0.89, 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
APDKX vs. CIVIX - Dividend Comparison
APDKX's dividend yield for the trailing twelve months is around 7.23%, less than CIVIX's 10.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDKX Artisan International Value Fund Advisor Class | 7.23% | 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 | 10.45% | 9.72% | 9.25% | 3.61% | 1.78% | 1.82% | 1.37% | 4.63% | 3.55% | 1.83% | 1.96% | 1.95% |
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 (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 | -9.65% | -15.38% | +5.73% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -11.02% | +5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.21% | -1.33% |
Volatility
APDKX vs. CIVIX - Volatility Comparison
The current volatility for Artisan International Value Fund Advisor Class (APDKX) is 4.96%, while Causeway International Value Instl (CIVIX) has a volatility of 8.07%. 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 | 4.96% | 8.07% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 12.08% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 18.74% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 17.84% | -4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 19.26% | -3.15% |