APFDX vs. CIVVX

In the year-to-date period, APFDX achieves a -12.39% return, which is significantly lower than CIVVX's -0.05% return.

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APFDX has a 1.38% expense ratio, which is higher than CIVVX's 1.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Discovery Fund (APFDX) and Causeway International Value Fund (CIVVX). 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.

The current APFDX Sharpe Ratio is -0.30, which is comparable to the CIVVX Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of APFDX and CIVVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APFDX has not paid dividends to shareholders, while CIVVX's dividend yield for the trailing twelve months is around 1.91%.

The maximum APFDX drawdown since its inception was -45.09%, smaller than the maximum CIVVX drawdown of -70.48%. Use the drawdown chart below to compare losses from any high point for APFDX and CIVVX. For additional features, visit the drawdowns tool.

Artisan Global Discovery Fund (APFDX) has a higher volatility of 9.81% compared to Causeway International Value Fund (CIVVX) at 8.50%. This indicates that APFDX's price experiences larger fluctuations and is considered to be riskier than CIVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.