APFOX vs. ARTRX
Compare and contrast key facts about Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Artisan Global Opportunities Fund Class I (ARTRX).
APFOX is managed by Artisan. It was launched on Apr 6, 2022. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
APFOX vs. ARTRX - Performance Comparison
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APFOX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APFOX Artisan Emerging Markets Debt Opportunities Fund | 0.34% | 13.45% | 10.61% | 11.44% | 7.85% |
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -10.25% |
Returns By Period
In the year-to-date period, APFOX achieves a 0.34% return, which is significantly higher than ARTRX's -7.40% return.
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
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APFOX vs. ARTRX - Expense Ratio Comparison
APFOX has a 1.25% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
APFOX vs. ARTRX — Risk / Return Rank
APFOX
ARTRX
APFOX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Artisan Global Opportunities Fund Class I (ARTRX). 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.
| APFOX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.80 | 0.30 | +3.50 |
Sortino ratioReturn per unit of downside risk | 4.87 | 0.53 | +4.35 |
Omega ratioGain probability vs. loss probability | 2.00 | 1.07 | +0.92 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 0.24 | +2.85 |
Martin ratioReturn relative to average drawdown | 12.77 | 0.73 | +12.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APFOX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.80 | 0.30 | +3.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.14 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.99 | 0.49 | +2.50 |
Correlation
The correlation between APFOX and ARTRX is 0.35, 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.
Dividends
APFOX vs. ARTRX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 7.56%, more than ARTRX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.56% | 5.71% | 9.39% | 9.03% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
APFOX vs. ARTRX - Drawdown Comparison
The maximum APFOX drawdown since its inception was -5.69%, smaller than the maximum ARTRX drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for APFOX and ARTRX.
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Drawdown Indicators
| APFOX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.69% | -46.00% | +40.31% |
Max Drawdown (1Y)Largest decline over 1 year | -3.21% | -12.71% | +9.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.37% | — |
Current DrawdownCurrent decline from peak | -3.21% | -12.71% | +9.50% |
Average DrawdownAverage peak-to-trough decline | -0.72% | -8.30% | +7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 4.25% | -3.31% |
Volatility
APFOX vs. ARTRX - Volatility Comparison
The current volatility for Artisan Emerging Markets Debt Opportunities Fund (APFOX) is 1.59%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 5.29%. This indicates that APFOX experiences smaller price fluctuations and is considered to be less risky than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APFOX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 5.29% | -3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 2.22% | 10.66% | -8.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 17.40% | -13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.76% | 19.66% | -15.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.76% | 18.93% | -15.17% |