APHIX vs. ARTIX
APHIX (Artisan International Fund Institutional Class) and ARTIX (Artisan International Fund) are both Foreign Large Cap Equities funds from Artisan. Over the past 10 years, APHIX returned 10.27%/yr vs 10.02%/yr for ARTIX. Their 1.00 correlation means they have historically moved very closely together. APHIX charges 0.96%/yr vs 1.19%/yr for ARTIX.
Performance
APHIX vs. ARTIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with APHIX having a 15.20% return and ARTIX slightly lower at 15.07%. Both investments have delivered pretty close results over the past 10 years, with APHIX having a 10.27% annualized return and ARTIX not far behind at 10.02%.
APHIX
- 1D
- 1.73%
- 1M
- -0.46%
- 6M
- 5.51%
- YTD
- 15.20%
- 1Y
- 24.01%
- 3Y*
- 21.72%
- 5Y*
- 10.28%
- 10Y*
- 10.27%
- ALL TIME*
- 6.01%
ARTIX
- 1D
- 1.72%
- 1M
- -0.46%
- 6M
- 5.40%
- YTD
- 15.07%
- 1Y
- 23.75%
- 3Y*
- 21.44%
- 5Y*
- 10.03%
- 10Y*
- 10.02%
- ALL TIME*
- 8.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
APHIX vs. ARTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 15.20% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
ARTIX Artisan International Fund | 15.07% | 36.21% | 10.59% | 14.27% | -19.54% | 8.87% | 7.58% | 29.16% | -11.03% | 31.03% |
Correlation
The correlation between APHIX and ARTIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1997 | 1.00 |
The correlation between APHIX and ARTIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
APHIX vs. ARTIX — Risk / Return Rank
APHIX
ARTIX
APHIX vs. ARTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and Artisan International Fund (ARTIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APHIX | ARTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.26 | +0.03 |
| Martin ratioReturn relative to average drawdown | 6.73 | 6.62 | +0.12 |
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Drawdowns
APHIX vs. ARTIX - Drawdown Comparison
The maximum APHIX drawdown since its inception was -68.47%, which is greater than ARTIX's maximum drawdown of -61.18%. Use the drawdown chart below to compare losses from any high point for APHIX and ARTIX.
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Drawdown Indicators
| APHIX | ARTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -61.18% | -7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -9.78% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -13.37% | -13.39% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | -33.88% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | -33.88% | +0.15% |
Current DrawdownCurrent decline from peak | -3.89% | -3.94% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -22.97% | -16.03% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.33% | -0.01% |
Volatility
APHIX vs. ARTIX - Volatility Comparison
Artisan International Fund Institutional Class (APHIX) and Artisan International Fund (ARTIX) have volatilities of 3.83% and 3.81%, 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
| APHIX | ARTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 3.81% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.85% | 12.83% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 15.32% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 15.98% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 16.13% | +0.01% |
APHIX vs. ARTIX - Expense Ratio Comparison
APHIX has a 0.96% expense ratio, which is lower than ARTIX's 1.19% expense ratio.
Dividends
APHIX vs. ARTIX - Dividend Comparison
APHIX's dividend yield for the trailing twelve months is around 19.64%, which matches ARTIX's 19.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 19.64% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
ARTIX Artisan International Fund | 19.57% | 22.52% | 10.24% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% |
Frequently Asked Questions
With a correlation of 1.00, APHIX and ARTIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
APHIX has higher volatility (3.83%) compared to ARTIX (3.81%). In terms of maximum drawdown, APHIX dropped -68.47% vs ARTIX's -61.18%.
APHIX currently has the higher Sharpe Ratio (1.46 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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