APHIX vs. GSIMX
APHIX (Artisan International Fund Institutional Class) and GSIMX (Goldman Sachs GQG Partners International Opportunities Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, APHIX returned 10.28%/yr vs 9.21%/yr for GSIMX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. APHIX charges 0.96%/yr vs 0.76%/yr for GSIMX.
Performance
APHIX vs. GSIMX - Performance Comparison
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Returns By Period
In the year-to-date period, APHIX achieves a 15.20% return, which is significantly higher than GSIMX's 8.14% return.
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%
GSIMX
- 1D
- 0.62%
- 1M
- 2.06%
- 6M
- 4.43%
- YTD
- 8.14%
- 1Y
- 15.67%
- 3Y*
- 15.47%
- 5Y*
- 9.21%
- 10Y*
- —
- ALL TIME*
- 12.77%
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. GSIMX - 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% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 8.14% | 20.85% | 9.66% | 22.10% | -11.06% | 12.50% | 15.77% | 27.64% | -6.04% | 29.92% |
Correlation
The correlation between APHIX and GSIMX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.80 |
Over the past year, the correlation between APHIX and GSIMX has dropped to 0.41 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
APHIX vs. GSIMX — Risk / Return Rank
APHIX
GSIMX
APHIX vs. GSIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX). 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 | GSIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.02 | +0.27 |
| Martin ratioReturn relative to average drawdown | 6.73 | 5.51 | +1.22 |
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Drawdowns
APHIX vs. GSIMX - Drawdown Comparison
The maximum APHIX drawdown since its inception was -68.47%, which is greater than GSIMX's maximum drawdown of -28.84%. Use the drawdown chart below to compare losses from any high point for APHIX and GSIMX.
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Drawdown Indicators
| APHIX | GSIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -28.84% | -39.63% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -7.81% | -1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -13.37% | -10.32% | -3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | -25.37% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | — | — |
Current DrawdownCurrent decline from peak | -3.89% | -2.17% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -22.97% | -4.80% | -18.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.85% | +0.47% |
Volatility
APHIX vs. GSIMX - Volatility Comparison
Artisan International Fund Institutional Class (APHIX) has a higher volatility of 3.83% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) at 2.73%. This indicates that APHIX's price experiences larger fluctuations and is considered to be riskier than GSIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHIX | GSIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 2.73% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 12.85% | 8.18% | +4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 9.85% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 14.25% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 15.61% | +0.53% |
APHIX vs. GSIMX - Expense Ratio Comparison
APHIX has a 0.96% expense ratio, which is higher than GSIMX's 0.76% expense ratio.
Dividends
APHIX vs. GSIMX - Dividend Comparison
APHIX's dividend yield for the trailing twelve months is around 19.64%, more than GSIMX's 4.73% 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% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.73% | 5.12% | 11.18% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% | 0.00% | 0.00% |
Frequently Asked Questions
APHIX and GSIMX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APHIX has higher volatility (3.83%) compared to GSIMX (2.73%). In terms of maximum drawdown, APHIX dropped -68.47% vs GSIMX's -28.84%.
GSIMX currently has the higher Sharpe Ratio (1.60 vs 1.46), 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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