APHEX vs. ARTKX
Compare and contrast key facts about Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan International Value Fund (ARTKX).
APHEX is managed by Artisan. It was launched on Jun 25, 2006. ARTKX is managed by Artisan. It was launched on Sep 23, 2002.
Performance
APHEX vs. ARTKX - Performance Comparison
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APHEX vs. ARTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHEX Artisan Sustainable Emerging Markets Fund | -1.02% | 42.86% | 7.10% | 18.50% | -28.37% | -0.46% | 20.97% | 19.96% | -15.46% | 39.93% |
ARTKX Artisan International Value Fund | -2.08% | 22.54% | 6.38% | 22.65% | -6.98% | 16.66% | 8.52% | 23.98% | -15.70% | 23.84% |
Returns By Period
In the year-to-date period, APHEX achieves a -1.02% return, which is significantly higher than ARTKX's -2.08% return. Over the past 10 years, APHEX has underperformed ARTKX with an annualized return of 9.17%, while ARTKX has yielded a comparatively higher 9.68% annualized return.
APHEX
- 1D
- -0.90%
- 1M
- -13.62%
- YTD
- -1.02%
- 6M
- 2.89%
- 1Y
- 35.84%
- 3Y*
- 17.68%
- 5Y*
- 4.85%
- 10Y*
- 9.17%
ARTKX
- 1D
- 0.33%
- 1M
- -9.66%
- YTD
- -2.08%
- 6M
- 2.10%
- 1Y
- 13.78%
- 3Y*
- 12.45%
- 5Y*
- 9.41%
- 10Y*
- 9.68%
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APHEX vs. ARTKX - Expense Ratio Comparison
APHEX has a 1.07% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Return for Risk
APHEX vs. ARTKX — Risk / Return Rank
APHEX
ARTKX
APHEX vs. ARTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan International Value Fund (ARTKX). 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.
| APHEX | ARTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.90 | +1.07 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.32 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.19 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.24 | +0.92 |
Martin ratioReturn relative to average drawdown | 8.33 | 4.28 | +4.04 |
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
| APHEX | ARTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.90 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.69 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.71 | -0.47 |
Correlation
The correlation between APHEX and ARTKX is 0.75, 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
APHEX vs. ARTKX - Dividend Comparison
APHEX's dividend yield for the trailing twelve months is around 1.64%, less than ARTKX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHEX Artisan Sustainable Emerging Markets Fund | 1.64% | 1.62% | 1.23% | 0.49% | 1.05% | 0.87% | 1.23% | 1.04% | 0.57% | 0.47% | 0.75% | 0.00% |
ARTKX Artisan International Value Fund | 7.06% | 6.90% | 4.10% | 2.84% | 2.11% | 9.72% | 0.84% | 3.64% | 5.37% | 3.89% | 3.11% | 6.17% |
Drawdowns
APHEX vs. ARTKX - Drawdown Comparison
The maximum APHEX drawdown since its inception was -66.36%, which is greater than ARTKX's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for APHEX and ARTKX.
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Drawdown Indicators
| APHEX | ARTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.36% | -51.90% | -14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.48% | -9.96% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -41.76% | -24.95% | -16.81% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -38.11% | -5.09% |
Current DrawdownCurrent decline from peak | -14.48% | -9.66% | -4.82% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -6.76% | -15.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 2.89% | +0.97% |
Volatility
APHEX vs. ARTKX - Volatility Comparison
Artisan Sustainable Emerging Markets Fund (APHEX) has a higher volatility of 7.49% compared to Artisan International Value Fund (ARTKX) at 4.95%. This indicates that APHEX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHEX | ARTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 4.95% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 10.81% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.61% | 14.51% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 13.82% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 16.11% | +1.82% |