ARTRX vs. ARTKX
Compare and contrast key facts about Artisan Global Opportunities Fund Class I (ARTRX) and Artisan International Value Fund (ARTKX).
ARTRX is managed by Artisan Partners. It was launched on Sep 22, 2008. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTRX or ARTKX.
Correlation
The correlation between ARTRX and ARTKX is 0.78, 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
ARTRX vs. ARTKX - Performance Comparison
Key characteristics
ARTRX:
0.13
ARTKX:
0.92
ARTRX:
0.26
ARTKX:
1.28
ARTRX:
1.05
ARTKX:
1.17
ARTRX:
0.09
ARTKX:
0.82
ARTRX:
0.39
ARTKX:
2.10
ARTRX:
5.91%
ARTKX:
4.25%
ARTRX:
18.40%
ARTKX:
9.71%
ARTRX:
-46.00%
ARTKX:
-54.90%
ARTRX:
-21.66%
ARTKX:
-4.63%
Returns By Period
In the year-to-date period, ARTRX achieves a 5.17% return, which is significantly lower than ARTKX's 6.06% return. Over the past 10 years, ARTRX has outperformed ARTKX with an annualized return of 5.63%, while ARTKX has yielded a comparatively lower 4.42% annualized return.
ARTRX
5.17%
2.90%
-5.17%
3.70%
2.90%
5.63%
ARTKX
6.06%
4.78%
-1.62%
8.51%
7.62%
4.42%
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ARTRX vs. ARTKX - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
ARTRX vs. ARTKX — Risk-Adjusted Performance Rank
ARTRX
ARTKX
ARTRX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and Artisan International Value Fund (ARTKX). 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
ARTRX vs. ARTKX - Dividend Comparison
ARTRX has not paid dividends to shareholders, while ARTKX's dividend yield for the trailing twelve months is around 1.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.09% | 0.31% |
ARTKX Artisan International Value Fund | 1.44% | 1.53% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% |
Drawdowns
ARTRX vs. ARTKX - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, smaller than the maximum ARTKX drawdown of -54.90%. Use the drawdown chart below to compare losses from any high point for ARTRX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
ARTRX vs. ARTKX - Volatility Comparison
Artisan Global Opportunities Fund Class I (ARTRX) has a higher volatility of 4.77% compared to Artisan International Value Fund (ARTKX) at 2.68%. This indicates that ARTRX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.