APFOX vs. EEIAX
Compare and contrast key facts about Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Eaton Vance Emerging Markets Local Income Fund (EEIAX).
APFOX is managed by Artisan Partners Funds. It was launched on Apr 6, 2022. EEIAX is managed by Eaton Vance. It was launched on Jun 26, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APFOX or EEIAX.
Correlation
The correlation between APFOX and EEIAX 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. EEIAX - Performance Comparison
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Key characteristics
APFOX:
1.93
EEIAX:
1.00
APFOX:
2.77
EEIAX:
1.68
APFOX:
1.45
EEIAX:
1.19
APFOX:
1.72
EEIAX:
0.78
APFOX:
6.72
EEIAX:
2.04
APFOX:
1.15%
EEIAX:
3.86%
APFOX:
3.76%
EEIAX:
7.34%
APFOX:
-4.49%
EEIAX:
-31.60%
APFOX:
0.00%
EEIAX:
0.00%
Returns By Period
In the year-to-date period, APFOX achieves a 4.61% return, which is significantly lower than EEIAX's 10.55% return.
APFOX
4.61%
3.37%
3.91%
7.23%
9.83%
N/A
N/A
EEIAX
10.55%
3.04%
8.43%
7.26%
7.93%
2.61%
3.16%
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APFOX vs. EEIAX - Expense Ratio Comparison
APFOX has a 1.25% expense ratio, which is higher than EEIAX's 1.19% expense ratio.
Risk-Adjusted Performance
APFOX vs. EEIAX — Risk-Adjusted Performance Rank
APFOX
EEIAX
APFOX vs. EEIAX - 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 Local Income Fund (EEIAX). 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. EEIAX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 7.69%, less than EEIAX's 10.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
EEIAX Eaton Vance Emerging Markets Local Income Fund | 10.50% | 11.20% | 11.35% | 13.39% | 11.14% | 9.77% | 13.02% | 10.47% | 8.74% | 10.80% | 11.65% | 9.17% |
Drawdowns
APFOX vs. EEIAX - Drawdown Comparison
The maximum APFOX drawdown since its inception was -4.49%, smaller than the maximum EEIAX drawdown of -31.60%. Use the drawdown chart below to compare losses from any high point for APFOX and EEIAX. For additional features, visit the drawdowns tool.
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Volatility
APFOX vs. EEIAX - Volatility Comparison
The current volatility for Artisan Emerging Markets Debt Opportunities Fund (APFOX) is 0.89%, while Eaton Vance Emerging Markets Local Income Fund (EEIAX) has a volatility of 1.33%. This indicates that APFOX experiences smaller price fluctuations and is considered to be less risky than EEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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