APDSX vs. CTVA
APDSX (Artisan Small Cap Fund Advisor Shares) is Small Cap Growth Equities fund managed by Artisan, while CTVA (Corteva, Inc.) is a stock. Over the past 5 years, APDSX returned 0.98%/yr vs 14.20%/yr for CTVA. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
APDSX vs. CTVA - Performance Comparison
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Returns By Period
In the year-to-date period, APDSX achieves a 12.47% return, which is significantly lower than CTVA's 17.96% return.
APDSX
- 1D
- 2.34%
- 1M
- -6.80%
- 6M
- 7.29%
- YTD
- 12.47%
- 1Y
- 24.56%
- 3Y*
- 12.40%
- 5Y*
- 0.98%
- 10Y*
- —
- ALL TIME*
- 11.75%
CTVA
- 1D
- -11.90%
- 1M
- -8.26%
- 6M
- 8.61%
- YTD
- 17.96%
- 1Y
- 11.67%
- 3Y*
- 13.29%
- 5Y*
- 14.20%
- 10Y*
- —
- ALL TIME*
- 17.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
CTVA Corteva, Inc. | $373.93M | $325.89M | $331.44M |
APDSX vs. CTVA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
APDSX Artisan Small Cap Fund Advisor Shares | 12.47% | 8.61% | 20.61% | 9.51% | -29.36% | -8.92% | 61.14% | 15.55% |
CTVA Corteva, Inc. | 17.96% | 18.89% | 20.24% | -17.51% | 25.58% | 23.55% | 33.49% | 12.45% |
Correlation
The correlation between APDSX and CTVA is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2019 | 0.36 |
The correlation between APDSX and CTVA shifts across timeframes, from 0.19 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
APDSX vs. CTVA — Risk / Return Rank
APDSX
CTVA
APDSX vs. CTVA - Risk-Adjusted Trends 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.
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.
| APDSX | CTVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.55 | +0.96 |
| Martin ratioReturn relative to average drawdown | 5.66 | 1.25 | +4.42 |
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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.
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Drawdown Indicators
| APDSX | CTVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.43% | -34.76% | -16.67% |
Max Drawdown (1Y)Largest decline over 1 year | -15.39% | -18.50% | +3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -25.85% | -22.02% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -47.85% | -34.76% | -13.09% |
Current DrawdownCurrent decline from peak | -8.32% | -13.04% | +4.72% |
Average DrawdownAverage peak-to-trough decline | -18.04% | -10.36% | -7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 8.19% | -4.10% |
Volatility
APDSX vs. CTVA - Volatility Comparison
The current volatility for Artisan Small Cap Fund Advisor Shares (APDSX) is 6.70%, while Corteva, Inc. (CTVA) has a volatility of 14.53%. This indicates that APDSX experiences smaller price fluctuations and is considered to be less risky than CTVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDSX | CTVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 14.53% | -7.83% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 20.32% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.41% | 26.61% | -3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.65% | 27.52% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.14% | 32.67% | -6.53% |
Dividends
APDSX vs. CTVA - Dividend Comparison
APDSX's dividend yield for the trailing twelve months is around 7.22%, more than CTVA's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
APDSX Artisan Small Cap Fund Advisor Shares | 7.22% | 8.12% | 10.28% | 0.00% | 0.35% | 12.00% | 5.23% | 7.80% | 20.77% | 16.23% |
CTVA Corteva, Inc. | 0.91% | 1.04% | 1.16% | 1.29% | 0.99% | 1.14% | 1.34% | 0.88% | 0.00% | 0.00% |
Frequently Asked Questions
APDSX and CTVA have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTVA has higher volatility (14.53%) compared to APDSX (6.70%). In terms of maximum drawdown, APDSX dropped -51.43% vs CTVA's -34.76%.
APDSX currently has the higher Sharpe Ratio (0.99 vs 0.38), 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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