APHEX vs. ARTRX
Compare and contrast key facts about Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan Global Opportunities Fund Class I (ARTRX).
APHEX is managed by Artisan. It was launched on Jun 25, 2006. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
APHEX vs. ARTRX - Performance Comparison
Loading graphics...
APHEX vs. ARTRX - 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% |
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, APHEX achieves a -1.02% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, APHEX has underperformed ARTRX with an annualized return of 9.17%, while ARTRX has yielded a comparatively higher 10.27% 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%
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APHEX vs. ARTRX - Expense Ratio Comparison
APHEX has a 1.07% expense ratio, which is lower than ARTRX's 1.14% expense ratio.
Return for Risk
APHEX vs. ARTRX — Risk / Return Rank
APHEX
ARTRX
APHEX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan Global Opportunities Fund Class I (ARTRX). 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 | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.30 | +1.66 |
Sortino ratioReturn per unit of downside risk | 2.50 | 0.53 | +1.98 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.07 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 0.24 | +1.92 |
Martin ratioReturn relative to average drawdown | 8.33 | 0.73 | +7.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| APHEX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.30 | +1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.14 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.54 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.49 | -0.24 |
Correlation
The correlation between APHEX and ARTRX is 0.73, 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. ARTRX - Dividend Comparison
APHEX's dividend yield for the trailing twelve months is around 1.64%, less than ARTRX's 3.86% 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% |
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
APHEX vs. ARTRX - Drawdown Comparison
The maximum APHEX drawdown since its inception was -66.36%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for APHEX and ARTRX.
Loading graphics...
Drawdown Indicators
| APHEX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.36% | -46.00% | -20.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.48% | -12.71% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -41.76% | -38.37% | -3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -38.37% | -4.83% |
Current DrawdownCurrent decline from peak | -14.48% | -12.71% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -8.30% | -13.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 4.25% | -0.39% |
Volatility
APHEX vs. ARTRX - Volatility Comparison
Artisan Sustainable Emerging Markets Fund (APHEX) has a higher volatility of 7.49% compared to Artisan Global Opportunities Fund Class I (ARTRX) at 5.29%. This indicates that APHEX's price experiences larger fluctuations and is considered to be riskier than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APHEX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 5.29% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 10.66% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.61% | 17.40% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 19.66% | -2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 18.93% | -1.00% |