ARTKX vs. MXINX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and Great-West International Index Fund (MXINX).
ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002. MXINX is managed by Great-West. It was launched on Jan 13, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTKX or MXINX.
Key characteristics
| ARTKX | MXINX | |
|---|---|---|
| YTD Return | 4.58% | 3.56% |
| 1Y Return | 15.22% | 10.01% |
| 3Y Return (Ann) | 7.28% | 2.31% |
| 5Y Return (Ann) | 10.34% | 5.75% |
| 10Y Return (Ann) | 7.05% | 3.78% |
| Sharpe Ratio | 1.59 | 0.84 |
| Daily Std Dev | 9.48% | 12.24% |
| Max Drawdown | -51.94% | -34.59% |
| Current Drawdown | -0.06% | -2.37% |
Correlation
The correlation between ARTKX and MXINX is 0.89, 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. MXINX - Performance Comparison
In the year-to-date period, ARTKX achieves a 4.58% return, which is significantly higher than MXINX's 3.56% return. Over the past 10 years, ARTKX has outperformed MXINX with an annualized return of 7.05%, while MXINX has yielded a comparatively lower 3.78% 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. MXINX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than MXINX's 0.65% expense ratio.
Risk-Adjusted Performance
ARTKX vs. MXINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and Great-West International Index Fund (MXINX). 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. MXINX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 2.72%, less than MXINX's 4.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 2.72% | 2.84% | 2.10% | 9.72% | 0.84% | 3.64% | 5.33% | 3.86% | 3.08% | 6.12% | 6.84% | 7.50% |
MXINX Great-West International Index Fund | 4.23% | 4.38% | 1.79% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% | 1.70% | 1.09% | 1.74% | 2.21% |
Drawdowns
ARTKX vs. MXINX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -51.94%, which is greater than MXINX's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for ARTKX and MXINX. For additional features, visit the drawdowns tool.
Volatility
ARTKX vs. MXINX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 3.21%, while Great-West International Index Fund (MXINX) has a volatility of 3.92%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than MXINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.