ARTGX vs. FGIAX
Compare and contrast key facts about Artisan Global Value Fund (ARTGX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
ARTGX is managed by Artisan. It was launched on Dec 9, 2007. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
ARTGX vs. FGIAX - Performance Comparison
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ARTGX vs. FGIAX - 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, ARTGX achieves a -4.90% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, ARTGX has outperformed FGIAX with an annualized return of 10.44%, while FGIAX has yielded a comparatively lower 8.70% 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%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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ARTGX vs. FGIAX - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than FGIAX's 1.21% expense ratio.
Return for Risk
ARTGX vs. FGIAX — Risk / Return Rank
ARTGX
FGIAX
ARTGX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.75 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.73 | 2.26 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.61 | -1.12 |
Martin ratioReturn relative to average drawdown | 5.94 | 12.12 | -6.18 |
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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.75 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.80 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.58 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.42 | +0.06 |
Correlation
The correlation between ARTGX and FGIAX is 0.75, 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. FGIAX - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 4.82%, less than FGIAX's 9.12% 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
ARTGX vs. FGIAX - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, roughly equal to the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for ARTGX and FGIAX.
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Drawdown Indicators
| ARTGX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -49.35% | -0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -8.29% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -26.74% | -21.08% | -5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -38.02% | -1.88% |
Current DrawdownCurrent decline from peak | -9.64% | -3.78% | -5.86% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -7.22% | +0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.78% | +0.76% |
Volatility
ARTGX vs. FGIAX - Volatility Comparison
Artisan Global Value Fund (ARTGX) has a higher volatility of 4.26% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that ARTGX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTGX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 4.05% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 7.09% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.78% | 12.28% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 13.08% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 15.17% | +2.08% |