APDSX vs. FISPX
Compare and contrast key facts about Artisan Small Cap Fund Advisor Shares (APDSX) and Federated Hermes Max Cap Index Fund (FISPX).
APDSX is managed by Artisan Partners. It was launched on Feb 1, 2017. FISPX is managed by Federated. It was launched on Jul 11, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APDSX or FISPX.
Key characteristics
| APDSX | FISPX | |
|---|---|---|
| YTD Return | 3.62% | 7.20% |
| 1Y Return | 12.80% | 25.30% |
| 3Y Return (Ann) | -10.66% | 8.17% |
| 5Y Return (Ann) | 5.29% | 13.20% |
| Sharpe Ratio | 0.60 | 2.34 |
| Daily Std Dev | 20.90% | 11.85% |
| Max Drawdown | -51.43% | -54.64% |
| Current Drawdown | -35.20% | -2.95% |
Correlation
The correlation between APDSX and FISPX is 0.78, 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.
Performance
APDSX vs. FISPX - Performance Comparison
In the year-to-date period, APDSX achieves a 3.62% return, which is significantly lower than FISPX's 7.20% 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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APDSX vs. FISPX - Expense Ratio Comparison
APDSX has a 1.06% expense ratio, which is higher than FISPX's 0.37% expense ratio.
Risk-Adjusted Performance
APDSX vs. FISPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund Advisor Shares (APDSX) and Federated Hermes Max Cap Index Fund (FISPX). 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. FISPX - Dividend Comparison
APDSX has not paid dividends to shareholders, while FISPX's dividend yield for the trailing twelve months is around 21.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDSX Artisan Small Cap Fund Advisor Shares | 0.00% | 0.00% | 0.35% | 12.00% | 5.23% | 7.80% | 20.77% | 16.23% | 0.00% | 0.00% | 0.00% | 0.00% |
FISPX Federated Hermes Max Cap Index Fund | 21.32% | 22.88% | 16.72% | 16.48% | 23.53% | 15.79% | 47.85% | 25.80% | 18.45% | 14.91% | 12.35% | 10.10% |
Drawdowns
APDSX vs. FISPX - Drawdown Comparison
The maximum APDSX drawdown since its inception was -51.43%, smaller than the maximum FISPX drawdown of -54.64%. Use the drawdown chart below to compare losses from any high point for APDSX and FISPX. For additional features, visit the drawdowns tool.
Volatility
APDSX vs. FISPX - Volatility Comparison
Artisan Small Cap Fund Advisor Shares (APDSX) has a higher volatility of 5.82% compared to Federated Hermes Max Cap Index Fund (FISPX) at 3.81%. This indicates that APDSX's price experiences larger fluctuations and is considered to be riskier than FISPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.