ARTGX vs. APDSX
ARTGX (Artisan Global Value Fund) and APDSX (Artisan Small Cap Fund Advisor Shares) are both mutual funds - ARTGX is a Global Equities fund managed by Artisan, while APDSX is a Small Cap Growth Equities fund managed by Artisan. Over the past 5 years, ARTGX returned 12.53%/yr vs 0.98%/yr for APDSX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. ARTGX charges 1.25%/yr vs 1.06%/yr for APDSX.
Performance
ARTGX vs. APDSX - Performance Comparison
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Returns By Period
In the year-to-date period, ARTGX achieves a 11.21% return, which is significantly lower than APDSX's 12.47% return.
ARTGX
- 1D
- -0.13%
- 1M
- -0.16%
- 6M
- 6.85%
- YTD
- 11.21%
- 1Y
- 27.56%
- 3Y*
- 20.68%
- 5Y*
- 12.53%
- 10Y*
- 11.82%
- ALL TIME*
- 9.50%
APDSX
- 1D
- 2.34%
- 1M
- -6.80%
- 6M
- 7.29%
- YTD
- 12.47%
- 1Y
- 24.56%
- 3Y*
- 12.40%
- 5Y*
- 0.98%
- 10Y*
- —
- ALL TIME*
- 11.75%
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 |
ARTGX vs. APDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | 11.21% | 34.03% | 10.66% | 26.57% | -13.56% | 15.60% | 6.48% | 23.78% | -13.09% | 19.02% |
APDSX Artisan Small Cap Fund Advisor Shares | 12.47% | 8.61% | 20.61% | 9.51% | -29.36% | -8.92% | 61.14% | 40.22% | 2.10% | 19.72% |
Correlation
The correlation between ARTGX and APDSX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2017 | 0.66 |
The correlation between ARTGX and APDSX has been stable across timeframes, ranging from 0.60 to 0.69 - a consistent structural relationship.
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Return for Risk
ARTGX vs. APDSX — Risk / Return Rank
ARTGX
APDSX
ARTGX vs. APDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Artisan Small Cap Fund Advisor Shares (APDSX). 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.
| ARTGX | APDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.18 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 1.51 | +1.00 |
| Martin ratioReturn relative to average drawdown | 10.53 | 5.66 | +4.87 |
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Drawdowns
ARTGX vs. APDSX - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, roughly equal to the maximum APDSX drawdown of -51.43%. Use the drawdown chart below to compare losses from any high point for ARTGX and APDSX.
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Drawdown Indicators
| ARTGX | APDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -51.43% | +1.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -15.39% | +5.21% |
Max Drawdown (3Y)Largest decline over 3 years | -10.70% | -25.85% | +15.15% |
Max Drawdown (5Y)Largest decline over 5 years | -26.74% | -47.85% | +21.11% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | — | — |
Current DrawdownCurrent decline from peak | -1.32% | -8.32% | +7.00% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -18.04% | +11.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 4.09% | -1.67% |
Volatility
ARTGX vs. APDSX - Volatility Comparison
The current volatility for Artisan Global Value Fund (ARTGX) is 3.39%, while Artisan Small Cap Fund Advisor Shares (APDSX) has a volatility of 6.70%. This indicates that ARTGX experiences smaller price fluctuations and is considered to be less risky than APDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTGX | APDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 6.70% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 19.46% | -9.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 23.41% | -11.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 27.65% | -13.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 26.14% | -9.04% |
ARTGX vs. APDSX - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than APDSX's 1.06% expense ratio.
Dividends
ARTGX vs. APDSX - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 4.12%, less than APDSX's 7.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDSX Artisan Small Cap Fund Advisor Shares | 7.22% | 8.12% | 10.28% | 0.00% | 0.35% | 12.00% | 5.23% | 7.80% | 20.77% | 16.23% | 0.00% | 0.00% |
ARTGX Artisan Global Value Fund | 4.12% | 4.58% | 5.38% | 2.87% | 3.68% | 9.38% | 0.05% | 1.29% | 6.35% | 2.01% | 2.66% | 5.95% |
Frequently Asked Questions
ARTGX and APDSX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APDSX has higher volatility (6.70%) compared to ARTGX (3.39%). In terms of maximum drawdown, ARTGX dropped -49.92% vs APDSX's -51.43%.
ARTGX currently has the higher Sharpe Ratio (2.12 vs 0.99), 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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