ARTHX vs. ARTYX
ARTHX (Artisan Global Equity Fund) and ARTYX (Artisan Developing World Fund) are both mutual funds - ARTHX is a Global Equities fund managed by Artisan, while ARTYX is a Emerging Markets Equities fund managed by Artisan. Over the past 10 years, ARTHX returned 13.44%/yr vs 10.27%/yr for ARTYX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. Both charge a 1.28% expense ratio.
Performance
ARTHX vs. ARTYX - Performance Comparison
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Returns By Period
In the year-to-date period, ARTHX achieves a 8.75% return, which is significantly higher than ARTYX's -0.61% return. Over the past 10 years, ARTHX has outperformed ARTYX with an annualized return of 13.44%, while ARTYX has yielded a comparatively lower 10.27% annualized return.
ARTHX
- 1D
- 0.45%
- 1M
- -1.06%
- 6M
- 1.59%
- YTD
- 8.75%
- 1Y
- 18.37%
- 3Y*
- 24.71%
- 5Y*
- 9.76%
- 10Y*
- 13.44%
- ALL TIME*
- 12.49%
ARTYX
- 1D
- -0.22%
- 1M
- 1.11%
- 6M
- 2.71%
- YTD
- -0.61%
- 1Y
- -5.32%
- 3Y*
- 10.11%
- 5Y*
- -0.97%
- 10Y*
- 10.27%
- ALL TIME*
- 11.39%
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 |
ARTHX vs. ARTYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 8.75% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
ARTYX Artisan Developing World Fund | -0.61% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
Correlation
The correlation between ARTHX and ARTYX is 0.54, 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. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.74 |
The correlation between ARTHX and ARTYX shifts across timeframes, from 0.54 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ARTHX vs. ARTYX — Risk / Return Rank
ARTHX
ARTYX
ARTHX vs. ARTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) 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.
| ARTHX | ARTYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.41 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.95 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | -0.24 | +1.84 |
| Martin ratioReturn relative to average drawdown | 4.06 | -0.48 | +4.54 |
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Drawdowns
ARTHX vs. ARTYX - Drawdown Comparison
The maximum ARTHX drawdown since its inception was -37.42%, smaller than the maximum ARTYX drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for ARTHX and ARTYX.
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Drawdown Indicators
| ARTHX | ARTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.42% | -59.61% | +22.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.29% | -29.14% | +18.85% |
Max Drawdown (3Y)Largest decline over 3 years | -14.06% | -29.14% | +15.08% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -55.21% | +17.79% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -59.61% | +22.19% |
Current DrawdownCurrent decline from peak | -8.22% | -20.11% | +11.89% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -18.57% | +11.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 14.22% | -10.16% |
Volatility
ARTHX vs. ARTYX - Volatility Comparison
The current volatility for Artisan Global Equity Fund (ARTHX) is 3.99%, while Artisan Developing World Fund (ARTYX) has a volatility of 5.59%. This indicates that ARTHX 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.
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Volatility by Period
| ARTHX | ARTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 5.59% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 16.19% | -3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 19.08% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 27.27% | -9.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 24.36% | -6.71% |
ARTHX vs. ARTYX - Expense Ratio Comparison
Both ARTHX and ARTYX have an expense ratio of 1.28%.
Dividends
ARTHX vs. ARTYX - Dividend Comparison
ARTHX's dividend yield for the trailing twelve months is around 21.50%, while ARTYX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 21.50% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
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
ARTHX and ARTYX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTYX has higher volatility (5.59%) compared to ARTHX (3.99%). In terms of maximum drawdown, ARTHX dropped -37.42% vs ARTYX's -59.61%.
ARTHX currently has the higher Sharpe Ratio (1.05 vs -0.36), 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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