ARTKX vs. APFOX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
ARTKX is managed by Artisan. It was launched on Sep 23, 2002. APFOX is managed by Artisan. It was launched on Apr 6, 2022.
Performance
ARTKX vs. APFOX - Performance Comparison
Loading graphics...
ARTKX vs. APFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | -2.08% | 22.54% | 6.38% | 22.65% | -0.48% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 0.34% | 13.45% | 10.61% | 11.44% | 7.85% |
Returns By Period
In the year-to-date period, ARTKX achieves a -2.08% return, which is significantly lower than APFOX's 0.34% return.
ARTKX
- 1D
- 0.33%
- 1M
- -9.66%
- YTD
- -2.08%
- 6M
- 2.10%
- 1Y
- 13.78%
- 3Y*
- 12.45%
- 5Y*
- 9.41%
- 10Y*
- 9.68%
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARTKX vs. APFOX - Expense Ratio Comparison
Both ARTKX and APFOX have an expense ratio of 1.25%.
Return for Risk
ARTKX vs. APFOX — Risk / Return Rank
ARTKX
APFOX
ARTKX vs. APFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). 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.
| ARTKX | APFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 3.80 | -2.91 |
Sortino ratioReturn per unit of downside risk | 1.32 | 4.87 | -3.56 |
Omega ratioGain probability vs. loss probability | 1.19 | 2.00 | -0.80 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 3.09 | -1.85 |
Martin ratioReturn relative to average drawdown | 4.28 | 12.77 | -8.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARTKX | APFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 3.80 | -2.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 2.99 | -2.28 |
Correlation
The correlation between ARTKX and APFOX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTKX vs. APFOX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 7.06%, less than APFOX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 7.06% | 6.90% | 4.10% | 2.84% | 2.11% | 9.72% | 0.84% | 3.64% | 5.37% | 3.89% | 3.11% | 6.17% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.56% | 5.71% | 9.39% | 9.03% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTKX vs. APFOX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -51.90%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for ARTKX and APFOX.
Loading graphics...
Drawdown Indicators
| ARTKX | APFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -5.69% | -46.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -3.21% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | — | — |
Current DrawdownCurrent decline from peak | -9.66% | -3.21% | -6.45% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -0.72% | -6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 0.94% | +1.95% |
Volatility
ARTKX vs. APFOX - Volatility Comparison
Artisan International Value Fund (ARTKX) has a higher volatility of 4.95% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.59%. This indicates that ARTKX's price experiences larger fluctuations and is considered to be riskier than APFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARTKX | APFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.59% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 2.22% | +8.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 3.47% | +11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 3.76% | +10.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 3.76% | +12.35% |