APFOX vs. EELDX
Compare and contrast key facts about Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX).
APFOX is managed by Artisan. It was launched on Apr 6, 2022. EELDX is managed by Eaton Vance. It was launched on Feb 3, 2013.
Performance
APFOX vs. EELDX - Performance Comparison
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APFOX vs. EELDX - 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% |
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 1.33% | 15.80% | 14.87% | 11.46% | 1.64% |
Returns By Period
In the year-to-date period, APFOX achieves a 0.34% return, which is significantly lower than EELDX's 1.33% return.
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
EELDX
- 1D
- -0.64%
- 1M
- -3.19%
- YTD
- 1.33%
- 6M
- 6.65%
- 1Y
- 15.07%
- 3Y*
- 13.72%
- 5Y*
- 7.74%
- 10Y*
- 7.76%
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APFOX vs. EELDX - Expense Ratio Comparison
APFOX has a 1.25% expense ratio, which is higher than EELDX's 0.78% expense ratio.
Return for Risk
APFOX vs. EELDX — Risk / Return Rank
APFOX
EELDX
APFOX vs. EELDX - Risk-Adjusted Trends 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 (EELDX). 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 | EELDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.80 | 3.99 | -0.19 |
Sortino ratioReturn per unit of downside risk | 4.87 | 5.53 | -0.65 |
Omega ratioGain probability vs. loss probability | 2.00 | 1.96 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 3.75 | -0.66 |
Martin ratioReturn relative to average drawdown | 12.77 | 15.15 | -2.38 |
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 | EELDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.80 | 3.99 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.99 | 1.31 | +1.68 |
Correlation
The correlation between APFOX and EELDX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
APFOX vs. EELDX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 7.56%, less than EELDX's 11.20% 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% |
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 11.20% | 9.44% | 8.58% | 9.02% | 9.17% | 7.87% | 7.71% | 7.86% | 8.16% | 7.90% | 4.12% | 1.65% |
Drawdowns
APFOX vs. EELDX - Drawdown Comparison
The maximum APFOX drawdown since its inception was -5.69%, smaller than the maximum EELDX drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for APFOX and EELDX.
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Drawdown Indicators
| APFOX | EELDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.69% | -19.12% | +13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.21% | -3.68% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.35% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.12% | — |
Current DrawdownCurrent decline from peak | -3.21% | -3.68% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -0.72% | -2.94% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.91% | +0.03% |
Volatility
APFOX vs. EELDX - Volatility Comparison
The current volatility for Artisan Emerging Markets Debt Opportunities Fund (APFOX) is 1.59%, while Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) has a volatility of 1.89%. This indicates that APFOX experiences smaller price fluctuations and is considered to be less risky than EELDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APFOX | EELDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.89% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.22% | 2.76% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 3.72% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.76% | 4.59% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.76% | 4.76% | -1.00% |