ARTKX vs. IGAAX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and American Funds International Growth and Income Fund Class A (IGAAX).
ARTKX is managed by Artisan. It was launched on Sep 23, 2002. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
ARTKX vs. IGAAX - Performance Comparison
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ARTKX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | -2.08% | 22.54% | 6.38% | 22.65% | -6.98% | 16.66% | 8.52% | 23.98% | -15.70% | 23.84% |
IGAAX American Funds International Growth and Income Fund Class A | -0.77% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, ARTKX achieves a -2.08% return, which is significantly lower than IGAAX's -0.77% return. Over the past 10 years, ARTKX has outperformed IGAAX with an annualized return of 9.68%, while IGAAX has yielded a comparatively lower 8.52% annualized 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%
IGAAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.77%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.07%
- 5Y*
- 7.18%
- 10Y*
- 8.52%
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ARTKX vs. IGAAX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than IGAAX's 0.91% expense ratio.
Return for Risk
ARTKX vs. IGAAX — Risk / Return Rank
ARTKX
IGAAX
ARTKX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and American Funds International Growth and Income Fund Class A (IGAAX). 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 | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.66 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.12 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.06 | -0.82 |
Martin ratioReturn relative to average drawdown | 4.28 | 8.18 | -3.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTKX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.66 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.50 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.43 | +0.28 |
Correlation
The correlation between ARTKX and IGAAX is 0.90, 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.
Dividends
ARTKX vs. IGAAX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 7.06%, less than IGAAX's 8.31% 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% |
IGAAX American Funds International Growth and Income Fund Class A | 8.31% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
ARTKX vs. IGAAX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -51.90%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for ARTKX and IGAAX.
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Drawdown Indicators
| ARTKX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -35.79% | -16.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -10.92% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -30.57% | +5.62% |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | -35.79% | -2.32% |
Current DrawdownCurrent decline from peak | -9.66% | -10.92% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -7.96% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.75% | +0.14% |
Volatility
ARTKX vs. IGAAX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 4.95%, while American Funds International Growth and Income Fund Class A (IGAAX) has a volatility of 5.76%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTKX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.76% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 9.41% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 14.41% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 14.40% | -0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 15.81% | +0.30% |