APHKX vs. TM

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan International Value Fund (APHKX) and Toyota Motor Corporation (TM).

APHKX is an actively managed fund by Artisan. It was launched on Oct 2, 2006.

Performance

APHKX vs. TM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan International Value Fund (APHKX) and Toyota Motor Corporation (TM). The values are adjusted to include any dividend payments, if applicable.

APHKX vs. TM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APHKX Artisan International Value Fund	-2.01%	22.84%	6.64%	22.95%	-6.78%	16.94%	8.81%	24.22%	-15.48%	24.09%
TM Toyota Motor Corporation	-3.72%	13.82%	8.88%	38.23%	-24.43%	23.21%	13.62%	22.69%	-5.81%	12.10%

Returns By Period

In the year-to-date period, APHKX achieves a -2.01% return, which is significantly higher than TM's -3.72% return. Both investments have delivered pretty close results over the past 10 years, with APHKX having a 9.94% annualized return and TM not far ahead at 10.02%.

APHKX

• 1D: 0.36%
• 1M: -9.64%
• YTD: -2.01%
• 6M: 2.24%
• 1Y: 14.06%
• 3Y*: 12.72%
• 5Y*: 9.68%
• 10Y*: 9.94%

TM

• 1D: 1.55%
• 1M: -14.97%
• YTD: -3.72%
• 6M: 7.85%
• 1Y: 18.47%
• 3Y*: 16.01%
• 5Y*: 8.67%
• 10Y*: 10.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

APHKX vs. TM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APHKX

APHKX Risk / Return Rank: 47
APHKX Sharpe Ratio Rank: 46
APHKX Sortino Ratio Rank: 46
APHKX Omega Ratio Rank: 47
APHKX Calmar Ratio Rank: 53
APHKX Martin Ratio Rank: 43

TM

TM Risk / Return Rank: 63
TM Sharpe Ratio Rank: 64
TM Sortino Ratio Rank: 60
TM Omega Ratio Rank: 57
TM Calmar Ratio Rank: 65
TM Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APHKX vs. TM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (APHKX) and Toyota Motor Corporation (TM). 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.

	APHKX	TM	Difference
Sharpe ratio Return per unit of total volatility	0.92	0.60	+0.32
Sortino ratio Return per unit of downside risk	1.34	1.14	+0.21
Omega ratio Gain probability vs. loss probability	1.20	1.14	+0.06
Calmar ratio Return relative to maximum drawdown	1.27	1.05	+0.23
Martin ratio Return relative to average drawdown	4.40	2.90	+1.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APHKX vs. TM - Sharpe Ratio Comparison

The current APHKX Sharpe Ratio is 0.92, which is higher than the TM Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of APHKX and TM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	APHKX	TM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.92	0.60	+0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.71	0.33	+0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.62	0.43	+0.19
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.32	+0.08

Correlation

The correlation between APHKX and TM is 0.54, 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

APHKX vs. TM - Dividend Comparison

APHKX's dividend yield for the trailing twelve months is around 7.28%, more than TM's 1.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APHKX Artisan International Value Fund	7.28%	7.10%	4.34%	3.10%	2.28%	10.00%	0.98%	3.92%	5.69%	4.15%	3.31%	6.40%
TM Toyota Motor Corporation	1.39%	2.95%	2.81%	2.45%	2.90%	2.45%	2.74%	1.30%	3.40%	2.96%	3.23%	5.59%

Drawdowns

APHKX vs. TM - Drawdown Comparison

The maximum APHKX drawdown since its inception was -56.33%, smaller than the maximum TM drawdown of -60.15%. Use the drawdown chart below to compare losses from any high point for APHKX and TM.

Drawdown Indicators

	APHKX	TM	Difference
Max Drawdown Largest peak-to-trough decline	-56.33%	-60.15%	+3.82%
Max Drawdown (1Y) Largest decline over 1 year	-9.96%	-18.26%	+8.30%
Max Drawdown (5Y) Largest decline over 5 years	-24.83%	-36.80%	+11.97%
Max Drawdown (10Y) Largest decline over 10 years	-38.07%	-36.80%	-1.27%
Current Drawdown Current decline from peak	-9.64%	-17.00%	+7.36%
Average Drawdown Average peak-to-trough decline	-9.16%	-20.99%	+11.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.88%	6.59%	-3.71%

Volatility

APHKX vs. TM - Volatility Comparison

The current volatility for Artisan International Value Fund (APHKX) is 4.95%, while Toyota Motor Corporation (TM) has a volatility of 8.69%. This indicates that APHKX experiences smaller price fluctuations and is considered to be less risky than TM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APHKX	TM	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.95%	8.69%	-3.74%
Volatility (6M) Calculated over the trailing 6-month period	10.79%	19.18%	-8.39%
Volatility (1Y) Calculated over the trailing 1-year period	14.49%	30.86%	-16.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.81%	26.53%	-12.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.09%	23.60%	-7.51%