ARTGX vs. CSUAX
Compare and contrast key facts about Artisan Global Value Fund (ARTGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
ARTGX is managed by Artisan. It was launched on Dec 9, 2007. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
ARTGX vs. CSUAX - Performance Comparison
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ARTGX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | -4.90% | 34.03% | 10.66% | 26.57% | -13.56% | 15.60% | 6.48% | 23.78% | -13.09% | 21.59% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, ARTGX achieves a -4.90% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, ARTGX has outperformed CSUAX with an annualized return of 10.44%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
ARTGX
- 1D
- 0.60%
- 1M
- -9.21%
- YTD
- -4.90%
- 6M
- 1.95%
- 1Y
- 16.95%
- 3Y*
- 17.59%
- 5Y*
- 10.26%
- 10Y*
- 10.44%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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ARTGX vs. CSUAX - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than CSUAX's 1.22% expense ratio.
Return for Risk
ARTGX vs. CSUAX — Risk / Return Rank
ARTGX
CSUAX
ARTGX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| ARTGX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.63 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.73 | 2.17 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.36 | -0.88 |
Martin ratioReturn relative to average drawdown | 5.94 | 10.32 | -4.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTGX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.63 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.61 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.50 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.55 | -0.07 |
Correlation
The correlation between ARTGX and CSUAX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARTGX vs. CSUAX - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 4.82%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | 4.82% | 4.58% | 5.38% | 2.87% | 3.68% | 9.38% | 0.05% | 1.29% | 6.35% | 2.01% | 2.66% | 5.95% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
ARTGX vs. CSUAX - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, roughly equal to the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for ARTGX and CSUAX.
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Drawdown Indicators
| ARTGX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -52.20% | +2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -7.98% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.74% | -20.45% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -35.05% | -4.85% |
Current DrawdownCurrent decline from peak | -9.64% | -4.38% | -5.26% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -8.49% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.83% | +0.71% |
Volatility
ARTGX vs. CSUAX - Volatility Comparison
Artisan Global Value Fund (ARTGX) has a higher volatility of 4.26% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that ARTGX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTGX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 3.26% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 6.89% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.78% | 11.48% | +2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 12.89% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 14.89% | +2.36% |