ARTHX vs. HGXIX

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan Global Equity Fund (ARTHX) and Hartford Global Impact Fund (HGXIX).

ARTHX is managed by Artisan. It was launched on Mar 28, 2010. HGXIX is managed by Hartford. It was launched on Feb 27, 2017.

Performance

ARTHX vs. HGXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Global Equity Fund (ARTHX) and Hartford Global Impact Fund (HGXIX). The values are adjusted to include any dividend payments, if applicable.

ARTHX vs. HGXIX - 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%	25.76%
HGXIX Hartford Global Impact Fund	-4.00%	9.62%	7.78%	13.19%	-22.53%	10.86%	31.37%	27.97%	-10.10%	23.00%

Returns By Period

In the year-to-date period, ARTHX achieves a 0.31% return, which is significantly higher than HGXIX's -4.00% 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%

HGXIX

• 1D: -0.68%
• 1M: -9.90%
• YTD: -4.00%
• 6M: -6.82%
• 1Y: 5.93%
• 3Y*: 7.33%
• 5Y*: 1.85%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTHX vs. HGXIX - Expense Ratio Comparison

ARTHX has a 1.28% expense ratio, which is higher than HGXIX's 0.89% expense ratio.

ARTHX

Artisan Global Equity Fund

HGXIX

Hartford Global Impact Fund

Return for Risk

ARTHX vs. HGXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTHX

ARTHX Risk / Return Rank: 93
ARTHX Sharpe Ratio Rank: 94
ARTHX Sortino Ratio Rank: 93
ARTHX Omega Ratio Rank: 91
ARTHX Calmar Ratio Rank: 93
ARTHX Martin Ratio Rank: 95

HGXIX

HGXIX Risk / Return Rank: 14
HGXIX Sharpe Ratio Rank: 13
HGXIX Sortino Ratio Rank: 13
HGXIX Omega Ratio Rank: 13
HGXIX Calmar Ratio Rank: 15
HGXIX Martin Ratio Rank: 14

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTHX vs. HGXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and Hartford Global Impact Fund (HGXIX). 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	HGXIX	Difference
Sharpe ratio Return per unit of total volatility	2.17	0.36	+1.81
Sortino ratio Return per unit of downside risk	2.79	0.61	+2.18
Omega ratio Gain probability vs. loss probability	1.42	1.08	+0.34
Calmar ratio Return relative to maximum drawdown	2.83	0.43	+2.40
Martin ratio Return relative to average drawdown	13.17	1.28	+11.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTHX vs. HGXIX - Sharpe Ratio Comparison

The current ARTHX Sharpe Ratio is 2.17, which is higher than the HGXIX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of ARTHX and HGXIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARTHX	HGXIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.17	0.36	+1.81
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.11	+0.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.77	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.47	+0.24

Correlation

The correlation between ARTHX and HGXIX is 0.81, 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. HGXIX - Dividend Comparison

ARTHX's dividend yield for the trailing twelve months is around 23.31%, more than HGXIX's 0.56% 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%
HGXIX Hartford Global Impact Fund	0.56%	0.54%	0.00%	0.97%	0.78%	2.85%	0.69%	0.71%	14.85%	4.04%	0.00%	0.00%

Drawdowns

ARTHX vs. HGXIX - Drawdown Comparison

The maximum ARTHX drawdown since its inception was -37.42%, roughly equal to the maximum HGXIX drawdown of -36.01%. Use the drawdown chart below to compare losses from any high point for ARTHX and HGXIX.

Drawdown Indicators

	ARTHX	HGXIX	Difference
Max Drawdown Largest peak-to-trough decline	-37.42%	-36.01%	-1.41%
Max Drawdown (1Y) Largest decline over 1 year	-10.30%	-10.67%	+0.37%
Max Drawdown (5Y) Largest decline over 5 years	-37.42%	-32.08%	-5.34%
Max Drawdown (10Y) Largest decline over 10 years	-37.42%	—	—
Current Drawdown Current decline from peak	-10.16%	-10.61%	+0.45%
Average Drawdown Average peak-to-trough decline	-7.19%	-9.04%	+1.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.52%	3.55%	-1.03%

Volatility

ARTHX vs. HGXIX - Volatility Comparison

Artisan Global Equity Fund (ARTHX) has a higher volatility of 5.92% compared to Hartford Global Impact Fund (HGXIX) at 5.51%. This indicates that ARTHX's price experiences larger fluctuations and is considered to be riskier than HGXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTHX	HGXIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.92%	5.51%	+0.41%
Volatility (6M) Calculated over the trailing 6-month period	10.35%	9.99%	+0.36%
Volatility (1Y) Calculated over the trailing 1-year period	16.18%	16.53%	-0.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.54%	16.39%	+1.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.50%	17.37%	+0.13%