APFOX vs. EADOX
Compare and contrast key facts about Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX).
APFOX is managed by Artisan Partners Funds. It was launched on Apr 6, 2022. EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APFOX or EADOX.
Correlation
The correlation between APFOX and EADOX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APFOX vs. EADOX - Performance Comparison
Key characteristics
APFOX:
2.59
EADOX:
4.94
APFOX:
3.74
EADOX:
7.94
APFOX:
1.54
EADOX:
2.26
APFOX:
3.61
EADOX:
8.45
APFOX:
10.43
EADOX:
37.04
APFOX:
0.80%
EADOX:
0.40%
APFOX:
3.21%
EADOX:
3.03%
APFOX:
-4.46%
EADOX:
-19.15%
APFOX:
-1.06%
EADOX:
-0.13%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with APFOX at 0.88% and EADOX at 0.88%.
APFOX
0.88%
-0.10%
3.36%
8.00%
N/A
N/A
EADOX
0.88%
1.08%
5.87%
14.68%
5.23%
N/A
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APFOX vs. EADOX - Expense Ratio Comparison
APFOX has a 1.25% expense ratio, which is higher than EADOX's 1.11% expense ratio.
Risk-Adjusted Performance
APFOX vs. EADOX — Risk-Adjusted Performance Rank
APFOX
EADOX
APFOX vs. EADOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX). 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
APFOX vs. EADOX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 6.64%, less than EADOX's 8.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
APFOX Artisan Emerging Markets Debt Opportunities Fund | 6.64% | 6.70% | 8.03% | 4.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 8.26% | 8.33% | 8.79% | 8.92% | 7.53% | 7.39% | 7.56% | 7.84% | 7.62% | 4.05% | 1.37% |
Drawdowns
APFOX vs. EADOX - Drawdown Comparison
The maximum APFOX drawdown since its inception was -4.46%, smaller than the maximum EADOX drawdown of -19.15%. Use the drawdown chart below to compare losses from any high point for APFOX and EADOX. For additional features, visit the drawdowns tool.
Volatility
APFOX vs. EADOX - Volatility Comparison
Artisan Emerging Markets Debt Opportunities Fund (APFOX) has a higher volatility of 1.06% compared to Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) at 0.85%. This indicates that APFOX's price experiences larger fluctuations and is considered to be riskier than EADOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.