APDSX vs. CTVA
Compare and contrast key facts about Artisan Small Cap Fund Advisor Shares (APDSX) and Corteva, Inc. (CTVA).
APDSX is managed by Artisan Partners. It was launched on Feb 1, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APDSX or CTVA.
Key characteristics
| APDSX | CTVA | |
|---|---|---|
| YTD Return | 3.62% | 14.94% |
| 1Y Return | 12.80% | -8.36% |
| 3Y Return (Ann) | -10.66% | 4.94% |
| Sharpe Ratio | 0.60 | -0.22 |
| Daily Std Dev | 20.90% | 30.58% |
| Max Drawdown | -51.43% | -34.76% |
| Current Drawdown | -35.20% | -17.20% |
Correlation
The correlation between APDSX and CTVA is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
APDSX vs. CTVA - Performance Comparison
In the year-to-date period, APDSX achieves a 3.62% return, which is significantly lower than CTVA's 14.94% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APDSX vs. CTVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund Advisor Shares (APDSX) and Corteva, Inc. (CTVA). 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.
Dividends
APDSX vs. CTVA - Dividend Comparison
APDSX has not paid dividends to shareholders, while CTVA's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
APDSX Artisan Small Cap Fund Advisor Shares | 0.00% | 0.00% | 0.35% | 12.00% | 5.23% | 7.80% | 20.77% | 16.23% |
CTVA Corteva, Inc. | 1.15% | 1.29% | 0.99% | 1.14% | 1.34% | 0.88% | 0.00% | 0.00% |
Drawdowns
APDSX vs. CTVA - Drawdown Comparison
The maximum APDSX drawdown since its inception was -51.43%, which is greater than CTVA's maximum drawdown of -34.76%. Use the drawdown chart below to compare losses from any high point for APDSX and CTVA. For additional features, visit the drawdowns tool.
Volatility
APDSX vs. CTVA - Volatility Comparison
Artisan Small Cap Fund Advisor Shares (APDSX) and Corteva, Inc. (CTVA) have volatilities of 5.82% and 6.02%, 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.