ARTKX vs. AEPGX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTKX or AEPGX.
Key characteristics
| ARTKX | AEPGX | |
|---|---|---|
| YTD Return | 5.30% | 6.09% |
| 1Y Return | 16.72% | 11.86% |
| 3Y Return (Ann) | 7.87% | -2.98% |
| 5Y Return (Ann) | 10.48% | 4.59% |
| 10Y Return (Ann) | 7.13% | 4.69% |
| Sharpe Ratio | 1.69 | 0.89 |
| Daily Std Dev | 9.50% | 13.33% |
| Max Drawdown | -51.94% | -65.47% |
| Current Drawdown | 0.00% | -13.98% |
Correlation
The correlation between ARTKX and AEPGX is 0.86, 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
ARTKX vs. AEPGX - Performance Comparison
In the year-to-date period, ARTKX achieves a 5.30% return, which is significantly lower than AEPGX's 6.09% return. Over the past 10 years, ARTKX has outperformed AEPGX with an annualized return of 7.13%, while AEPGX has yielded a comparatively lower 4.69% 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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ARTKX vs. AEPGX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than AEPGX's 0.80% expense ratio.
Risk-Adjusted Performance
ARTKX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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
ARTKX vs. AEPGX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 2.70%, less than AEPGX's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 2.70% | 2.84% | 2.10% | 9.72% | 0.84% | 3.64% | 5.33% | 3.86% | 3.08% | 6.12% | 6.84% | 7.50% |
AEPGX American Funds EuroPacific Growth Fund Class A | 3.36% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.34% | 4.66% | 1.24% | 3.05% | 1.38% | 0.91% |
Drawdowns
ARTKX vs. AEPGX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -51.94%, smaller than the maximum AEPGX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for ARTKX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
ARTKX vs. AEPGX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 3.25%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 3.64%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.