APHIX vs. FSKLX
Compare and contrast key facts about Artisan International Fund Institutional Class (APHIX) and Fidelity SAI International Low Volatility Index Fund (FSKLX).
APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997. FSKLX is managed by Fidelity. It was launched on May 29, 2015.
Performance
APHIX vs. FSKLX - Performance Comparison
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APHIX vs. FSKLX - 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% |
FSKLX Fidelity SAI International Low Volatility Index Fund | 3.34% | 21.95% | 1.20% | 13.84% | -13.48% | 9.91% | -1.57% | 16.12% | -4.88% | 21.40% |
Returns By Period
In the year-to-date period, APHIX achieves a 3.79% return, which is significantly higher than FSKLX's 3.34% return. Over the past 10 years, APHIX has outperformed FSKLX with an annualized return of 9.34%, while FSKLX has yielded a comparatively lower 6.05% annualized return.
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%
FSKLX
- 1D
- 0.68%
- 1M
- -7.31%
- YTD
- 3.34%
- 6M
- 6.64%
- 1Y
- 16.96%
- 3Y*
- 11.27%
- 5Y*
- 6.37%
- 10Y*
- 6.05%
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APHIX vs. FSKLX - Expense Ratio Comparison
APHIX has a 0.96% expense ratio, which is higher than FSKLX's 0.17% expense ratio.
Return for Risk
APHIX vs. FSKLX — Risk / Return Rank
APHIX
FSKLX
APHIX vs. FSKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and Fidelity SAI International Low Volatility Index Fund (FSKLX). 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 | FSKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.33 | +0.53 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.83 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.99 | +0.54 |
Martin ratioReturn relative to average drawdown | 10.66 | 7.06 | +3.59 |
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 | FSKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.33 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.56 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.51 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.46 | -0.17 |
Correlation
The correlation between APHIX and FSKLX 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
APHIX vs. FSKLX - Dividend Comparison
APHIX's dividend yield for the trailing twelve months is around 21.80%, more than FSKLX's 2.51% 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% |
FSKLX Fidelity SAI International Low Volatility Index Fund | 2.51% | 2.59% | 2.09% | 2.31% | 2.01% | 2.42% | 1.32% | 6.06% | 2.64% | 1.69% | 2.85% | 1.10% |
Drawdowns
APHIX vs. FSKLX - Drawdown Comparison
The maximum APHIX drawdown since its inception was -68.47%, which is greater than FSKLX's maximum drawdown of -27.26%. Use the drawdown chart below to compare losses from any high point for APHIX and FSKLX.
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Drawdown Indicators
| APHIX | FSKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -27.26% | -41.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -8.64% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | -24.99% | -8.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | -27.26% | -6.47% |
Current DrawdownCurrent decline from peak | -9.77% | -7.31% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -23.20% | -5.14% | -18.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.43% | +0.16% |
Volatility
APHIX vs. FSKLX - Volatility Comparison
Artisan International Fund Institutional Class (APHIX) has a higher volatility of 6.04% compared to Fidelity SAI International Low Volatility Index Fund (FSKLX) at 4.41%. This indicates that APHIX's price experiences larger fluctuations and is considered to be riskier than FSKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHIX | FSKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 4.41% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 7.41% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 12.28% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 11.44% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 11.89% | +4.27% |