APFOX vs. EIDOX
Compare and contrast key facts about Artisan Emerging Markets Debt Opportunities Fund (APFOX) and Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX).
APFOX is managed by Artisan. It was launched on Apr 6, 2022. EIDOX is a passively managed fund by Eaton Vance that tracks the performance of the J.P. Morgan EMB (JEMB) Hard Currency / Local Currency 50-50 Index. It was launched on Sep 3, 2015.
Performance
APFOX vs. EIDOX - Performance Comparison
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APFOX vs. EIDOX - 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% |
EIDOX Eaton Vance Emerging Markets Debt Opportunities Fund Class I | 1.43% | 15.59% | 14.78% | 11.40% | 1.50% |
Returns By Period
In the year-to-date period, APFOX achieves a 0.34% return, which is significantly lower than EIDOX's 1.43% return.
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
EIDOX
- 1D
- -0.65%
- 1M
- -3.19%
- YTD
- 1.43%
- 6M
- 6.73%
- 1Y
- 14.99%
- 3Y*
- 13.64%
- 5Y*
- 7.66%
- 10Y*
- 7.71%
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APFOX vs. EIDOX - Expense Ratio Comparison
APFOX has a 1.25% expense ratio, which is higher than EIDOX's 0.79% expense ratio.
Return for Risk
APFOX vs. EIDOX — Risk / Return Rank
APFOX
EIDOX
APFOX vs. EIDOX - 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 Class I (EIDOX). 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 | EIDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.80 | 4.16 | -0.35 |
Sortino ratioReturn per unit of downside risk | 4.87 | 5.72 | -0.85 |
Omega ratioGain probability vs. loss probability | 2.00 | 2.03 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 3.85 | -0.76 |
Martin ratioReturn relative to average drawdown | 12.77 | 15.67 | -2.90 |
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 | EIDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.80 | 4.16 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.67 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.99 | 1.65 | +1.34 |
Correlation
The correlation between APFOX and EIDOX 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. EIDOX - Dividend Comparison
APFOX's dividend yield for the trailing twelve months is around 7.56%, less than EIDOX's 11.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EIDOX Eaton Vance Emerging Markets Debt Opportunities Fund Class I | 11.13% | 9.41% | 8.52% | 8.97% | 9.13% | 7.82% | 7.66% | 7.81% | 8.10% | 7.85% | 4.10% |
Drawdowns
APFOX vs. EIDOX - Drawdown Comparison
The maximum APFOX drawdown since its inception was -5.69%, smaller than the maximum EIDOX drawdown of -19.06%. Use the drawdown chart below to compare losses from any high point for APFOX and EIDOX.
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Drawdown Indicators
| APFOX | EIDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.69% | -19.06% | +13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.21% | -3.56% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.06% | — |
Current DrawdownCurrent decline from peak | -3.21% | -3.56% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -0.72% | -2.50% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.88% | +0.06% |
Volatility
APFOX vs. EIDOX - Volatility Comparison
The current volatility for Artisan Emerging Markets Debt Opportunities Fund (APFOX) is 1.59%, while Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX) has a volatility of 1.85%. This indicates that APFOX experiences smaller price fluctuations and is considered to be less risky than EIDOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APFOX | EIDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.85% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.22% | 2.69% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 3.59% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.76% | 4.61% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.76% | 4.76% | -1.00% |