ARTKX vs. FPBFX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and Fidelity Pacific Basin Fund (FPBFX).
ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002. FPBFX is managed by Fidelity. It was launched on Oct 1, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTKX or FPBFX.
Correlation
The correlation between ARTKX and FPBFX is 0.63, 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.
Performance
ARTKX vs. FPBFX - Performance Comparison
Key characteristics
ARTKX:
0.56
FPBFX:
0.74
ARTKX:
0.83
FPBFX:
1.16
ARTKX:
1.11
FPBFX:
1.15
ARTKX:
0.53
FPBFX:
0.40
ARTKX:
1.42
FPBFX:
2.50
ARTKX:
4.88%
FPBFX:
6.22%
ARTKX:
12.49%
FPBFX:
21.11%
ARTKX:
-54.90%
FPBFX:
-68.30%
ARTKX:
-4.71%
FPBFX:
-29.07%
Returns By Period
In the year-to-date period, ARTKX achieves a 5.97% return, which is significantly higher than FPBFX's 3.27% return. Over the past 10 years, ARTKX has outperformed FPBFX with an annualized return of 4.44%, while FPBFX has yielded a comparatively lower 2.70% annualized return.
ARTKX
5.97%
-0.30%
-0.83%
7.11%
13.17%
4.44%
FPBFX
3.27%
-0.94%
-2.40%
14.27%
2.13%
2.70%
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ARTKX vs. FPBFX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than FPBFX's 1.04% expense ratio.
Risk-Adjusted Performance
ARTKX vs. FPBFX — Risk-Adjusted Performance Rank
ARTKX
FPBFX
ARTKX vs. FPBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and Fidelity Pacific Basin Fund (FPBFX). 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. FPBFX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 1.57%, less than FPBFX's 5.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 1.57% | 1.53% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% |
FPBFX Fidelity Pacific Basin Fund | 5.80% | 5.99% | 0.84% | 0.00% | 3.04% | 0.22% | 0.75% | 0.74% | 0.65% | 0.65% | 6.36% | 7.55% |
Drawdowns
ARTKX vs. FPBFX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -54.90%, smaller than the maximum FPBFX drawdown of -68.30%. Use the drawdown chart below to compare losses from any high point for ARTKX and FPBFX. For additional features, visit the drawdowns tool.
Volatility
ARTKX vs. FPBFX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 7.87%, while Fidelity Pacific Basin Fund (FPBFX) has a volatility of 12.25%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than FPBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.