Correlation
The correlation between ARTIX and FSOSX is 0.74, 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.
ARTIX vs. FSOSX
Compare and contrast key facts about Artisan International Fund (ARTIX) and Fidelity Series Overseas Fund (FSOSX).
ARTIX is managed by Artisan Partners Funds. It was launched on Dec 27, 1995. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTIX or FSOSX.
Performance
ARTIX vs. FSOSX - Performance Comparison
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Key characteristics
ARTIX:
1.62
FSOSX:
0.86
ARTIX:
2.00
FSOSX:
1.17
ARTIX:
1.30
FSOSX:
1.16
ARTIX:
1.77
FSOSX:
1.00
ARTIX:
8.39
FSOSX:
3.00
ARTIX:
2.82%
FSOSX:
4.68%
ARTIX:
15.20%
FSOSX:
18.09%
ARTIX:
-61.18%
FSOSX:
-36.47%
ARTIX:
-1.03%
FSOSX:
-0.88%
Returns By Period
In the year-to-date period, ARTIX achieves a 21.50% return, which is significantly higher than FSOSX's 17.34% return.
ARTIX
21.50%
5.64%
17.89%
24.48%
14.42%
10.38%
5.83%
FSOSX
17.34%
5.27%
13.38%
15.50%
12.83%
11.40%
N/A
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ARTIX vs. FSOSX - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Risk-Adjusted Performance
ARTIX vs. FSOSX — Risk-Adjusted Performance Rank
ARTIX
FSOSX
ARTIX vs. FSOSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and Fidelity Series Overseas Fund (FSOSX). 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.
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Dividends
ARTIX vs. FSOSX - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 8.43%, more than FSOSX's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 8.43% | 10.24% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% | 0.76% |
FSOSX Fidelity Series Overseas Fund | 1.92% | 2.25% | 1.63% | 1.80% | 2.93% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTIX vs. FSOSX - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, which is greater than FSOSX's maximum drawdown of -36.47%. Use the drawdown chart below to compare losses from any high point for ARTIX and FSOSX.
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Volatility
ARTIX vs. FSOSX - Volatility Comparison
Artisan International Fund (ARTIX) has a higher volatility of 3.41% compared to Fidelity Series Overseas Fund (FSOSX) at 3.23%. This indicates that ARTIX's price experiences larger fluctuations and is considered to be riskier than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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