ARTRX vs. APFOX
Compare and contrast key facts about Artisan Global Opportunities Fund Class I (ARTRX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
ARTRX is managed by Artisan. It was launched on Sep 22, 2008. APFOX is managed by Artisan. It was launched on Apr 6, 2022.
Performance
ARTRX vs. APFOX - Performance Comparison
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ARTRX vs. APFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -10.25% |
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, ARTRX achieves a -7.40% return, which is significantly lower than APFOX's 0.34% return.
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
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ARTRX vs. APFOX - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Return for Risk
ARTRX vs. APFOX — Risk / Return Rank
ARTRX
APFOX
ARTRX vs. APFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) 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.
| ARTRX | APFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 3.80 | -3.50 |
Sortino ratioReturn per unit of downside risk | 0.53 | 4.87 | -4.35 |
Omega ratioGain probability vs. loss probability | 1.07 | 2.00 | -0.92 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 3.09 | -2.85 |
Martin ratioReturn relative to average drawdown | 0.73 | 12.77 | -12.04 |
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
| ARTRX | APFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 3.80 | -3.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 2.99 | -2.50 |
Correlation
The correlation between ARTRX and APFOX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ARTRX vs. APFOX - Dividend Comparison
ARTRX's dividend yield for the trailing twelve months is around 3.86%, less than APFOX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
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
ARTRX vs. APFOX - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for ARTRX and APFOX.
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Drawdown Indicators
| ARTRX | APFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.00% | -5.69% | -40.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -3.21% | -9.50% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | — | — |
Current DrawdownCurrent decline from peak | -12.71% | -3.21% | -9.50% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -0.72% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 0.94% | +3.31% |
Volatility
ARTRX vs. APFOX - Volatility Comparison
Artisan Global Opportunities Fund Class I (ARTRX) has a higher volatility of 5.29% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.59%. This indicates that ARTRX'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.
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Volatility by Period
| ARTRX | APFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 1.59% | +3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 2.22% | +8.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 3.47% | +13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 3.76% | +15.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 3.76% | +15.17% |