ARTHX vs. FGIAX
Compare and contrast key facts about Artisan Global Equity Fund (ARTHX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
ARTHX is managed by Artisan. It was launched on Mar 28, 2010. 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
ARTHX vs. FGIAX - Performance Comparison
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ARTHX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 0.31% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
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, ARTHX achieves a 0.31% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, ARTHX has outperformed FGIAX with an annualized return of 13.42%, while FGIAX has yielded a comparatively lower 8.70% annualized return.
ARTHX
- 1D
- -1.10%
- 1M
- -9.94%
- YTD
- 0.31%
- 6M
- 1.11%
- 1Y
- 36.09%
- 3Y*
- 22.10%
- 5Y*
- 9.96%
- 10Y*
- 13.42%
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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ARTHX vs. FGIAX - Expense Ratio Comparison
ARTHX has a 1.28% expense ratio, which is higher than FGIAX's 1.21% expense ratio.
Return for Risk
ARTHX vs. FGIAX — Risk / Return Rank
ARTHX
FGIAX
ARTHX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) 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.
| ARTHX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 1.75 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.79 | 2.26 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.35 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 2.61 | +0.22 |
Martin ratioReturn relative to average drawdown | 13.17 | 12.12 | +1.05 |
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
| ARTHX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 1.75 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.80 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.58 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.42 | +0.30 |
Correlation
The correlation between ARTHX and FGIAX is 0.72, 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
ARTHX vs. FGIAX - Dividend Comparison
ARTHX's dividend yield for the trailing twelve months is around 23.31%, more than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 23.31% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
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
ARTHX vs. FGIAX - Drawdown Comparison
The maximum ARTHX drawdown since its inception was -37.42%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for ARTHX and FGIAX.
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Drawdown Indicators
| ARTHX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.42% | -49.35% | +11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -8.29% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -21.08% | -16.34% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -38.02% | +0.60% |
Current DrawdownCurrent decline from peak | -10.16% | -3.78% | -6.38% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -7.22% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 1.78% | +0.74% |
Volatility
ARTHX vs. FGIAX - Volatility Comparison
Artisan Global Equity Fund (ARTHX) has a higher volatility of 5.92% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that ARTHX'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
| ARTHX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.05% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 7.09% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 12.28% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 13.08% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 15.17% | +2.33% |