APDKX vs. PZRIX
APDKX (Artisan International Value Fund Advisor Class) and PZRIX (PIMCO RAE Global ex-US Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, APDKX returned 11.07%/yr vs 10.15%/yr for PZRIX. Their correlation of 0.85 means they have usually moved in the same direction. APDKX charges 1.06%/yr vs 0.00%/yr for PZRIX.
Performance
APDKX vs. PZRIX - 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 PZRIX slightly higher at 16.22%. Over the past 10 years, APDKX has outperformed PZRIX with an annualized return of 11.07%, while PZRIX has yielded a comparatively lower 10.15% annualized 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%
PZRIX
- 1D
- 1.39%
- 1M
- 5.47%
- 6M
- 7.55%
- YTD
- 16.22%
- 1Y
- 32.46%
- 3Y*
- 18.36%
- 5Y*
- 11.46%
- 10Y*
- 10.15%
- ALL TIME*
- 10.41%
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. PZRIX - 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% |
PZRIX PIMCO RAE Global ex-US Fund | 16.22% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Correlation
The correlation between APDKX and PZRIX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.85 |
The correlation between APDKX and PZRIX shifts across timeframes, from 0.67 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
APDKX vs. PZRIX — Risk / Return Rank
APDKX
PZRIX
APDKX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund Advisor Class (APDKX) and PIMCO RAE Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.48 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 3.88 | -1.27 |
| Martin ratioReturn relative to average drawdown | 8.82 | 11.77 | -2.95 |
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Drawdowns
APDKX vs. PZRIX - Drawdown Comparison
The maximum APDKX drawdown since its inception was -38.09%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for APDKX and PZRIX.
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Drawdown Indicators
| APDKX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.09% | -43.53% | +5.44% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -8.18% | -1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -10.88% | -13.81% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -30.85% | +5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -43.53% | +5.44% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -8.80% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.69% | +0.25% |
Volatility
APDKX vs. PZRIX - Volatility Comparison
The current volatility for Artisan International Value Fund Advisor Class (APDKX) is 3.25%, while PIMCO RAE Global ex-US Fund (PZRIX) has a volatility of 3.43%. This indicates that APDKX experiences smaller price fluctuations and is considered to be less risky than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDKX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 3.43% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 9.65% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 11.98% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 15.73% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 16.64% | -0.76% |
APDKX vs. PZRIX - Expense Ratio Comparison
APDKX has a 1.06% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Dividends
APDKX vs. PZRIX - Dividend Comparison
APDKX's dividend yield for the trailing twelve months is around 6.21%, more than PZRIX's 5.64% 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% |
PZRIX PIMCO RAE Global ex-US Fund | 5.64% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% |
Frequently Asked Questions
APDKX and PZRIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PZRIX has higher volatility (3.43%) compared to APDKX (3.25%). In terms of maximum drawdown, APDKX dropped -38.09% vs PZRIX's -43.53%.
PZRIX currently has the higher Sharpe Ratio (2.66 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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