APFPX vs. SVARX
Compare and contrast key facts about Artisan Global Unconstrained Fund (APFPX) and Spectrum Low Volatility Fund (SVARX).
APFPX is managed by Artisan. It was launched on Mar 30, 2022. SVARX is managed by Advisors Preferred. It was launched on Dec 15, 2013.
Performance
APFPX vs. SVARX - Performance Comparison
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APFPX vs. SVARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APFPX Artisan Global Unconstrained Fund | 4.02% | 10.21% | 11.33% | 6.67% | 6.73% |
SVARX Spectrum Low Volatility Fund | 0.21% | 6.22% | 2.60% | 9.67% | -0.92% |
Returns By Period
In the year-to-date period, APFPX achieves a 4.02% return, which is significantly higher than SVARX's 0.21% return.
APFPX
- 1D
- 0.15%
- 1M
- 0.15%
- YTD
- 4.02%
- 6M
- 7.27%
- 1Y
- 12.99%
- 3Y*
- 9.99%
- 5Y*
- —
- 10Y*
- —
SVARX
- 1D
- -0.08%
- 1M
- -2.55%
- YTD
- 0.21%
- 6M
- 2.28%
- 1Y
- 5.55%
- 3Y*
- 6.02%
- 5Y*
- 3.36%
- 10Y*
- 6.49%
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APFPX vs. SVARX - Expense Ratio Comparison
APFPX has a 1.54% expense ratio, which is lower than SVARX's 2.34% expense ratio.
Return for Risk
APFPX vs. SVARX — Risk / Return Rank
APFPX
SVARX
APFPX vs. SVARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Unconstrained Fund (APFPX) and Spectrum Low Volatility Fund (SVARX). 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.
| APFPX | SVARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.02 | 2.09 | +2.92 |
Sortino ratioReturn per unit of downside risk | 7.27 | 2.77 | +4.50 |
Omega ratioGain probability vs. loss probability | 2.27 | 1.45 | +0.82 |
Calmar ratioReturn relative to maximum drawdown | 6.23 | 2.16 | +4.07 |
Martin ratioReturn relative to average drawdown | 30.52 | 7.53 | +22.99 |
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
| APFPX | SVARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.02 | 2.09 | +2.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.10 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.73 | 1.69 | +2.03 |
Correlation
The correlation between APFPX and SVARX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
APFPX vs. SVARX - Dividend Comparison
APFPX's dividend yield for the trailing twelve months is around 4.92%, less than SVARX's 5.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APFPX Artisan Global Unconstrained Fund | 4.92% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVARX Spectrum Low Volatility Fund | 5.93% | 5.95% | 9.35% | 3.35% | 0.00% | 5.85% | 0.71% | 4.91% | 2.41% | 6.90% | 9.07% | 3.02% |
Drawdowns
APFPX vs. SVARX - Drawdown Comparison
The maximum APFPX drawdown since its inception was -2.10%, smaller than the maximum SVARX drawdown of -6.48%. Use the drawdown chart below to compare losses from any high point for APFPX and SVARX.
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Drawdown Indicators
| APFPX | SVARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.10% | -6.48% | +4.38% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -2.55% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.48% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.55% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -0.25% | -1.21% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.73% | -0.32% |
Volatility
APFPX vs. SVARX - Volatility Comparison
Artisan Global Unconstrained Fund (APFPX) and Spectrum Low Volatility Fund (SVARX) have volatilities of 1.24% and 1.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APFPX | SVARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.29% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 2.10% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.64% | 2.67% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.75% | 3.08% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.75% | 3.71% | -0.96% |