ARTKX vs. WCMIX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and WCM Focused International Growth Fund (WCMIX).
ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002. WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTKX or WCMIX.
Correlation
The correlation between ARTKX and WCMIX is 0.75, 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. WCMIX - Performance Comparison
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Key characteristics
ARTKX:
0.61
WCMIX:
0.05
ARTKX:
0.97
WCMIX:
0.22
ARTKX:
1.13
WCMIX:
1.03
ARTKX:
0.72
WCMIX:
0.04
ARTKX:
2.12
WCMIX:
0.13
ARTKX:
3.70%
WCMIX:
8.98%
ARTKX:
12.11%
WCMIX:
23.62%
ARTKX:
-54.90%
WCMIX:
-42.39%
ARTKX:
-0.12%
WCMIX:
-15.46%
Returns By Period
In the year-to-date period, ARTKX achieves a 8.38% return, which is significantly lower than WCMIX's 15.40% return. Over the past 10 years, ARTKX has outperformed WCMIX with an annualized return of 7.61%, while WCMIX has yielded a comparatively lower 7.10% annualized return.
ARTKX
8.38%
6.26%
6.00%
7.36%
17.60%
7.61%
WCMIX
15.40%
12.50%
-1.46%
1.12%
7.79%
7.10%
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ARTKX vs. WCMIX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than WCMIX's 1.04% expense ratio.
Risk-Adjusted Performance
ARTKX vs. WCMIX — Risk-Adjusted Performance Rank
ARTKX
WCMIX
ARTKX vs. WCMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and WCM Focused International Growth Fund (WCMIX). 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.
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Dividends
ARTKX vs. WCMIX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 1.53%, less than WCMIX's 11.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 1.53% | 1.53% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% |
WCMIX WCM Focused International Growth Fund | 11.08% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% | 0.54% |
Drawdowns
ARTKX vs. WCMIX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -54.90%, which is greater than WCMIX's maximum drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for ARTKX and WCMIX. For additional features, visit the drawdowns tool.
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Volatility
ARTKX vs. WCMIX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 2.74%, while WCM Focused International Growth Fund (WCMIX) has a volatility of 4.39%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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