ARHBX vs. OAKEX

In the year-to-date period, ARHBX achieves a 13.74% return, which is significantly lower than OAKEX's 21.75% return.

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ARHBX has a 1.35% expense ratio, which is higher than OAKEX's 1.34% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan International Explorer Fund (ARHBX) and Oakmark International Small Cap Fund (OAKEX). 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.

The current ARHBX Sharpe Ratio is 0.53, which is comparable to the OAKEX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of ARHBX and OAKEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARHBX's dividend yield for the trailing twelve months is around 2.13%, less than OAKEX's 5.24% yield.

The maximum ARHBX drawdown since its inception was -18.10%, smaller than the maximum OAKEX drawdown of -75.75%. Use the drawdown chart below to compare losses from any high point for ARHBX and OAKEX.

The current volatility for Artisan International Explorer Fund (ARHBX) is 2.53%, while Oakmark International Small Cap Fund (OAKEX) has a volatility of 3.19%. This indicates that ARHBX experiences smaller price fluctuations and is considered to be less risky than OAKEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.