ARTGX vs. ARTYX
ARTGX (Artisan Global Value Fund) and ARTYX (Artisan Developing World Fund) are both mutual funds - ARTGX is a Global Equities fund managed by Artisan, while ARTYX is a Emerging Markets Equities fund managed by Artisan. Over the past 10 years, ARTGX returned 11.82%/yr vs 10.16%/yr for ARTYX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. ARTGX charges 1.25%/yr vs 1.28%/yr for ARTYX.
Performance
ARTGX vs. ARTYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARTGX achieves a 11.21% return, which is significantly higher than ARTYX's -0.39% return. Over the past 10 years, ARTGX has outperformed ARTYX with an annualized return of 11.82%, while ARTYX has yielded a comparatively lower 10.16% annualized 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%
ARTYX
- 1D
- 2.56%
- 1M
- 1.33%
- 6M
- 3.31%
- YTD
- -0.39%
- 1Y
- -5.12%
- 3Y*
- 9.89%
- 5Y*
- -0.93%
- 10Y*
- 10.16%
- ALL TIME*
- 11.41%
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. ARTYX - 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% | 21.59% |
ARTYX Artisan Developing World Fund | -0.39% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
Correlation
The correlation between ARTGX and ARTYX is 0.64, 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. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.69 |
The correlation between ARTGX and ARTYX has been stable across timeframes, ranging from 0.64 to 0.70 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ARTGX vs. ARTYX — Risk / Return Rank
ARTGX
ARTYX
ARTGX vs. ARTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Artisan Developing World Fund (ARTYX). 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 | ARTYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.55 | ||
| Sortino ratioReturn per unit of downside risk | +3.53 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.94 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | -0.28 | +2.79 |
| Martin ratioReturn relative to average drawdown | 10.53 | -0.57 | +11.10 |
Loading charts...
Drawdowns
ARTGX vs. ARTYX - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, smaller than the maximum ARTYX drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for ARTGX and ARTYX.
Loading charts...
Drawdown Indicators
| ARTGX | ARTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -59.61% | +9.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -29.14% | +18.96% |
Max Drawdown (3Y)Largest decline over 3 years | -10.70% | -29.14% | +18.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.74% | -55.21% | +28.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -59.61% | +19.71% |
Current DrawdownCurrent decline from peak | -1.32% | -19.93% | +18.61% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -18.57% | +12.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 14.21% | -11.79% |
Volatility
ARTGX vs. ARTYX - Volatility Comparison
The current volatility for Artisan Global Value Fund (ARTGX) is 3.39%, while Artisan Developing World Fund (ARTYX) has a volatility of 5.68%. This indicates that ARTGX experiences smaller price fluctuations and is considered to be less risky than ARTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARTGX | ARTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 5.68% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 16.20% | -6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 19.09% | -7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 27.28% | -12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 24.36% | -7.26% |
ARTGX vs. ARTYX - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is lower than ARTYX's 1.28% expense ratio.
Dividends
ARTGX vs. ARTYX - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 4.12%, while ARTYX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% |
Frequently Asked Questions
ARTGX and ARTYX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTYX has higher volatility (5.68%) compared to ARTGX (3.39%). In terms of maximum drawdown, ARTGX dropped -49.92% vs ARTYX's -59.61%.
ARTGX currently has the higher Sharpe Ratio (2.12 vs -0.43), 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.
Find the right allocation for ARTGX and ARTYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer