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 0.29, 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.
Performance
APFOX vs. EADOX - Performance Comparison
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Key characteristics
APFOX:
1.93
EADOX:
3.20
APFOX:
2.77
EADOX:
4.91
APFOX:
1.45
EADOX:
1.78
APFOX:
1.72
EADOX:
3.37
APFOX:
6.72
EADOX:
16.03
APFOX:
1.15%
EADOX:
0.68%
APFOX:
3.76%
EADOX:
3.31%
APFOX:
-4.49%
EADOX:
-19.15%
APFOX:
0.00%
EADOX:
-0.12%
Returns By Period
The year-to-date returns for both investments are quite close, with APFOX having a 4.61% return and EADOX slightly higher at 4.82%.
APFOX
4.61%
3.37%
3.91%
7.23%
9.83%
N/A
N/A
EADOX
4.82%
2.86%
6.14%
10.51%
11.38%
7.77%
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.
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Dividends
APFOX vs. EADOX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 7.69%, less than EADOX's 8.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.69% | 7.32% | 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 | 8.15% | 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 -4.49%, 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.
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Volatility
APFOX vs. EADOX - Volatility Comparison
The current volatility for Artisan Emerging Markets Debt Opportunities Fund (APFOX) is 0.89%, while Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) has a volatility of 1.15%. This indicates that APFOX experiences smaller price fluctuations and is considered to be less risky than EADOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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