ARTRX vs. ARTYX
ARTRX (Artisan Global Opportunities Fund Class I) and ARTYX (Artisan Developing World Fund) are both mutual funds - ARTRX is a Global Equities fund managed by Artisan, while ARTYX is a Emerging Markets Equities fund managed by Artisan. Over the past 10 years, ARTRX returned 10.81%/yr vs 10.33%/yr for ARTYX. Their correlation of 0.81 means they have usually moved in the same direction. ARTRX charges 1.14%/yr vs 1.28%/yr for ARTYX.
Performance
ARTRX vs. ARTYX - Performance Comparison
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Returns By Period
In the year-to-date period, ARTRX achieves a 4.91% return, which is significantly higher than ARTYX's 1.88% return. Both investments have delivered pretty close results over the past 10 years, with ARTRX having a 10.81% annualized return and ARTYX not far behind at 10.33%.
ARTRX
- 1D
- 0.92%
- 1M
- -2.32%
- 6M
- 4.01%
- YTD
- 4.91%
- 1Y
- 5.89%
- 3Y*
- 11.92%
- 5Y*
- 2.62%
- 10Y*
- 10.81%
- ALL TIME*
- 10.77%
ARTYX
- 1D
- 2.50%
- 1M
- 3.64%
- 6M
- 8.41%
- YTD
- 1.88%
- 1Y
- -4.23%
- 3Y*
- 12.06%
- 5Y*
- -0.61%
- 10Y*
- 10.33%
- ALL TIME*
- 11.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ARTRX vs. ARTYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 4.91% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
ARTYX Artisan Developing World Fund | 1.88% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
Correlation
The correlation between ARTRX and ARTYX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.82 |
The correlation between ARTRX and ARTYX has been stable across timeframes, ranging from 0.76 to 0.83 - a consistent structural relationship.
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Return for Risk
ARTRX vs. ARTYX — Risk / Return Rank
ARTRX
ARTYX
ARTRX vs. ARTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and Artisan Developing World Fund (ARTYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTRX | ARTYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.99 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | -0.10 | +0.69 |
| Martin ratioReturn relative to average drawdown | 1.74 | -0.21 | +1.95 |
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Drawdowns
ARTRX vs. ARTYX - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, smaller than the maximum ARTYX drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for ARTRX and ARTYX.
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Drawdown Indicators
| ARTRX | ARTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.00% | -59.61% | +13.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -29.14% | +16.43% |
Max Drawdown (3Y)Largest decline over 3 years | -25.82% | -29.14% | +3.32% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | -55.21% | +16.84% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -59.61% | +21.24% |
Current DrawdownCurrent decline from peak | -2.96% | -18.11% | +15.15% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -18.57% | +10.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 14.23% | -9.96% |
Volatility
ARTRX vs. ARTYX - Volatility Comparison
The current volatility for Artisan Global Opportunities Fund Class I (ARTRX) is 3.65%, while Artisan Developing World Fund (ARTYX) has a volatility of 6.08%. This indicates that ARTRX experiences smaller price fluctuations and is considered to be less risky than ARTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTRX | ARTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 6.08% | -2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 16.24% | -4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.89% | 19.16% | -4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 27.30% | -7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 24.38% | -5.44% |
ARTRX vs. ARTYX - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is lower than ARTYX's 1.28% expense ratio.
Dividends
ARTRX vs. ARTYX - Dividend Comparison
ARTRX's dividend yield for the trailing twelve months is around 3.41%, while ARTYX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 3.41% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% |
Frequently Asked Questions
ARTRX and ARTYX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTYX has higher volatility (6.08%) compared to ARTRX (3.65%). In terms of maximum drawdown, ARTRX dropped -46.00% vs ARTYX's -59.61%.
ARTRX currently has the higher Sharpe Ratio (0.50 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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