APHIX vs. EPDPX
Compare and contrast key facts about Artisan International Fund Institutional Class (APHIX) and EuroPac International Dividend Income Fund Class A (EPDPX).
APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
APHIX vs. EPDPX - Performance Comparison
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APHIX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.90% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, APHIX achieves a 3.79% return, which is significantly lower than EPDPX's 5.90% return. Both investments have delivered pretty close results over the past 10 years, with APHIX having a 9.34% annualized return and EPDPX not far ahead at 9.56%.
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
EPDPX
- 1D
- 0.14%
- 1M
- -9.40%
- YTD
- 5.90%
- 6M
- 16.78%
- 1Y
- 44.80%
- 3Y*
- 20.57%
- 5Y*
- 14.44%
- 10Y*
- 9.56%
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APHIX vs. EPDPX - Expense Ratio Comparison
APHIX has a 0.96% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
APHIX vs. EPDPX — Risk / Return Rank
APHIX
EPDPX
APHIX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and EuroPac International Dividend Income Fund Class A (EPDPX). 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.
| APHIX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 2.78 | -0.92 |
Sortino ratioReturn per unit of downside risk | 2.39 | 3.30 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.53 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 4.04 | -1.51 |
Martin ratioReturn relative to average drawdown | 10.66 | 16.67 | -6.01 |
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
| APHIX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 2.78 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 1.03 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.65 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.44 | -0.15 |
Correlation
The correlation between APHIX and EPDPX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
APHIX vs. EPDPX - Dividend Comparison
APHIX's dividend yield for the trailing twelve months is around 21.80%, more than EPDPX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.83% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
APHIX vs. EPDPX - Drawdown Comparison
The maximum APHIX drawdown since its inception was -68.47%, which is greater than EPDPX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for APHIX and EPDPX.
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Drawdown Indicators
| APHIX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -39.21% | -29.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -10.96% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | -21.06% | -12.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | -33.34% | -0.39% |
Current DrawdownCurrent decline from peak | -9.77% | -9.40% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -23.20% | -11.30% | -11.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.66% | -0.07% |
Volatility
APHIX vs. EPDPX - Volatility Comparison
The current volatility for Artisan International Fund Institutional Class (APHIX) is 6.04%, while EuroPac International Dividend Income Fund Class A (EPDPX) has a volatility of 6.49%. This indicates that APHIX experiences smaller price fluctuations and is considered to be less risky than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHIX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.49% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 11.41% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 16.13% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 14.03% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 14.86% | +1.30% |