Correlation
The correlation between APFDX and ICMUX is 0.37, 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.
APFDX vs. ICMUX
Compare and contrast key facts about Artisan Global Discovery Fund (APFDX) and Intrepid Income Fund (ICMUX).
APFDX is managed by Artisan Partners Funds. It was launched on Aug 20, 2017. ICMUX is managed by Intrepid Funds. It was launched on Jul 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APFDX or ICMUX.
Performance
APFDX vs. ICMUX - Performance Comparison
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Key characteristics
APFDX:
0.62
ICMUX:
3.48
APFDX:
0.83
ICMUX:
4.54
APFDX:
1.11
ICMUX:
1.88
APFDX:
0.47
ICMUX:
2.79
APFDX:
1.75
ICMUX:
11.94
APFDX:
5.90%
ICMUX:
0.73%
APFDX:
19.94%
ICMUX:
2.63%
APFDX:
-40.83%
ICMUX:
-8.77%
APFDX:
-7.13%
ICMUX:
-0.02%
Returns By Period
In the year-to-date period, APFDX achieves a 2.38% return, which is significantly higher than ICMUX's 2.01% return.
APFDX
2.38%
5.19%
-1.50%
12.34%
9.63%
8.37%
N/A
ICMUX
2.01%
1.33%
2.62%
9.04%
6.85%
8.32%
5.12%
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APFDX vs. ICMUX - Expense Ratio Comparison
APFDX has a 1.38% expense ratio, which is higher than ICMUX's 0.91% expense ratio.
Risk-Adjusted Performance
APFDX vs. ICMUX — Risk-Adjusted Performance Rank
APFDX
ICMUX
APFDX vs. ICMUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Discovery Fund (APFDX) and Intrepid Income Fund (ICMUX). 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.
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Dividends
APFDX vs. ICMUX - Dividend Comparison
APFDX's dividend yield for the trailing twelve months is around 0.85%, less than ICMUX's 8.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APFDX Artisan Global Discovery Fund | 0.85% | 0.87% | 0.00% | 0.00% | 7.91% | 1.88% | 0.00% | 0.51% | 0.62% | 0.00% | 0.00% | 0.00% |
ICMUX Intrepid Income Fund | 8.04% | 7.86% | 9.06% | 8.19% | 5.98% | 5.56% | 3.34% | 3.07% | 2.87% | 3.01% | 3.53% | 4.11% |
Drawdowns
APFDX vs. ICMUX - Drawdown Comparison
The maximum APFDX drawdown since its inception was -40.83%, which is greater than ICMUX's maximum drawdown of -8.77%. Use the drawdown chart below to compare losses from any high point for APFDX and ICMUX.
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Volatility
APFDX vs. ICMUX - Volatility Comparison
Artisan Global Discovery Fund (APFDX) has a higher volatility of 4.59% compared to Intrepid Income Fund (ICMUX) at 0.90%. This indicates that APFDX's price experiences larger fluctuations and is considered to be riskier than ICMUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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