ARTHX vs. VICEX
Compare and contrast key facts about Artisan Global Equity Fund (ARTHX) and USA Mutuals Vice Fund (VICEX).
ARTHX is managed by Artisan. It was launched on Mar 28, 2010. VICEX is managed by USA Mutuals. It was launched on Aug 29, 2002.
Performance
ARTHX vs. VICEX - Performance Comparison
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ARTHX vs. VICEX - 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% |
VICEX USA Mutuals Vice Fund | -1.25% | 20.25% | 4.40% | -2.18% | 3.41% | -1.36% | -0.89% | 26.26% | -21.27% | 25.71% |
Returns By Period
In the year-to-date period, ARTHX achieves a 0.31% return, which is significantly higher than VICEX's -1.25% return. Over the past 10 years, ARTHX has outperformed VICEX with an annualized return of 13.42%, while VICEX has yielded a comparatively lower 4.79% 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%
VICEX
- 1D
- -0.42%
- 1M
- -10.00%
- YTD
- -1.25%
- 6M
- -4.10%
- 1Y
- 11.07%
- 3Y*
- 5.47%
- 5Y*
- 2.51%
- 10Y*
- 4.79%
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ARTHX vs. VICEX - Expense Ratio Comparison
ARTHX has a 1.28% expense ratio, which is lower than VICEX's 1.59% expense ratio.
Return for Risk
ARTHX vs. VICEX — Risk / Return Rank
ARTHX
VICEX
ARTHX vs. VICEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and USA Mutuals Vice Fund (VICEX). 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 | VICEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 0.80 | +1.37 |
Sortino ratioReturn per unit of downside risk | 2.79 | 1.13 | +1.66 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.16 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 0.89 | +1.94 |
Martin ratioReturn relative to average drawdown | 13.17 | 3.11 | +10.06 |
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 | VICEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 0.80 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.19 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.31 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.50 | +0.21 |
Correlation
The correlation between ARTHX and VICEX 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. VICEX - Dividend Comparison
ARTHX's dividend yield for the trailing twelve months is around 23.31%, more than VICEX's 13.47% 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% |
VICEX USA Mutuals Vice Fund | 13.47% | 13.30% | 5.70% | 10.54% | 8.24% | 16.06% | 3.99% | 4.76% | 1.02% | 3.15% | 20.81% | 1.21% |
Drawdowns
ARTHX vs. VICEX - Drawdown Comparison
The maximum ARTHX drawdown since its inception was -37.42%, smaller than the maximum VICEX drawdown of -54.58%. Use the drawdown chart below to compare losses from any high point for ARTHX and VICEX.
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Drawdown Indicators
| ARTHX | VICEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.42% | -54.58% | +17.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -10.79% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -24.12% | -13.30% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -40.91% | +3.49% |
Current DrawdownCurrent decline from peak | -10.16% | -10.79% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -10.49% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 3.07% | -0.55% |
Volatility
ARTHX vs. VICEX - Volatility Comparison
Artisan Global Equity Fund (ARTHX) has a higher volatility of 5.92% compared to USA Mutuals Vice Fund (VICEX) at 4.33%. This indicates that ARTHX's price experiences larger fluctuations and is considered to be riskier than VICEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTHX | VICEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.33% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 9.27% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 13.10% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 13.25% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 15.47% | +2.03% |