APHEX vs. ARTYX
Compare and contrast key facts about Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan Developing World Fund (ARTYX).
APHEX is managed by Artisan. It was launched on Jun 25, 2006. ARTYX is managed by Artisan. It was launched on Jun 28, 2015.
Performance
APHEX vs. ARTYX - Performance Comparison
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APHEX vs. ARTYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHEX Artisan Sustainable Emerging Markets Fund | 1.47% | 42.86% | 7.10% | 18.50% | -28.37% | -0.46% | 20.97% | 19.96% | -15.46% | 39.93% |
ARTYX Artisan Developing World Fund | -17.34% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
Returns By Period
In the year-to-date period, APHEX achieves a 1.47% return, which is significantly higher than ARTYX's -17.34% return. Both investments have delivered pretty close results over the past 10 years, with APHEX having a 9.44% annualized return and ARTYX not far behind at 9.27%.
APHEX
- 1D
- 2.52%
- 1M
- -10.55%
- YTD
- 1.47%
- 6M
- 4.88%
- 1Y
- 37.98%
- 3Y*
- 18.66%
- 5Y*
- 5.13%
- 10Y*
- 9.44%
ARTYX
- 1D
- 3.39%
- 1M
- -8.06%
- YTD
- -17.34%
- 6M
- -25.09%
- 1Y
- -13.05%
- 3Y*
- 6.41%
- 5Y*
- -5.04%
- 10Y*
- 9.27%
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APHEX vs. ARTYX - Expense Ratio Comparison
APHEX has a 1.07% expense ratio, which is lower than ARTYX's 1.28% expense ratio.
Return for Risk
APHEX vs. ARTYX — Risk / Return Rank
APHEX
ARTYX
APHEX vs. ARTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Sustainable Emerging Markets Fund (APHEX) and Artisan Developing World Fund (ARTYX). 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 | ARTYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.24 | -0.62 | +2.86 |
Sortino ratioReturn per unit of downside risk | 2.82 | -0.78 | +3.60 |
Omega ratioGain probability vs. loss probability | 1.41 | 0.90 | +0.51 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | -0.53 | +2.98 |
Martin ratioReturn relative to average drawdown | 9.40 | -1.54 | +10.94 |
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 | ARTYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | -0.62 | +2.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | -0.19 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.38 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.41 | -0.16 |
Correlation
The correlation between APHEX and ARTYX is 0.80, 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. ARTYX - Dividend Comparison
APHEX's dividend yield for the trailing twelve months is around 1.60%, while ARTYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
APHEX Artisan Sustainable Emerging Markets Fund | 1.60% | 1.62% | 1.23% | 0.49% | 1.05% | 0.87% | 1.23% | 1.04% | 0.57% | 0.47% | 0.75% |
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% |
Drawdowns
APHEX vs. ARTYX - Drawdown Comparison
The maximum APHEX drawdown since its inception was -66.36%, which is greater than ARTYX's maximum drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for APHEX and ARTYX.
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Drawdown Indicators
| APHEX | ARTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.36% | -59.61% | -6.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.48% | -29.14% | +14.66% |
Max Drawdown (5Y)Largest decline over 5 years | -41.76% | -56.15% | +14.39% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -59.61% | +16.41% |
Current DrawdownCurrent decline from peak | -12.32% | -33.55% | +21.23% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -18.38% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 10.09% | -6.33% |
Volatility
APHEX vs. ARTYX - Volatility Comparison
Artisan Sustainable Emerging Markets Fund (APHEX) has a higher volatility of 8.13% compared to Artisan Developing World Fund (ARTYX) at 7.49%. This indicates that APHEX's price experiences larger fluctuations and is considered to be riskier than ARTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHEX | ARTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 7.49% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 13.03% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 20.52% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 27.34% | -10.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 24.17% | -6.22% |