ARTIX vs. FSPSX
Compare and contrast key facts about Artisan International Fund (ARTIX) and Fidelity International Index Fund (FSPSX).
ARTIX is managed by Artisan Partners Funds. It was launched on Dec 27, 1995. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTIX or FSPSX.
Key characteristics
| ARTIX | FSPSX | |
|---|---|---|
| YTD Return | 6.00% | 3.20% |
| 1Y Return | 10.92% | 9.41% |
| 3Y Return (Ann) | 0.35% | 2.73% |
| 5Y Return (Ann) | 5.15% | 6.44% |
| 10Y Return (Ann) | 4.21% | 4.56% |
| Sharpe Ratio | 1.02 | 0.87 |
| Daily Std Dev | 11.13% | 11.88% |
| Max Drawdown | -61.18% | -33.69% |
| Current Drawdown | -5.47% | -2.70% |
Correlation
The correlation between ARTIX and FSPSX is 0.91, 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.
Performance
ARTIX vs. FSPSX - Performance Comparison
In the year-to-date period, ARTIX achieves a 6.00% return, which is significantly higher than FSPSX's 3.20% return. Over the past 10 years, ARTIX has underperformed FSPSX with an annualized return of 4.21%, while FSPSX has yielded a comparatively higher 4.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARTIX vs. FSPSX - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
ARTIX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and Fidelity International Index Fund (FSPSX). 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.
Dividends
ARTIX vs. FSPSX - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 1.69%, less than FSPSX's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 1.69% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% | 0.76% | 0.96% |
FSPSX Fidelity International Index Fund | 3.08% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% | 3.53% | 2.59% |
Drawdowns
ARTIX vs. FSPSX - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for ARTIX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
ARTIX vs. FSPSX - Volatility Comparison
Artisan International Fund (ARTIX) and Fidelity International Index Fund (FSPSX) have volatilities of 3.45% and 3.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.