ARTRX vs. DFAI

In the year-to-date period, ARTRX achieves a -2.33% return, which is significantly lower than DFAI's 12.88% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ARTRX has a 1.14% expense ratio, which is higher than DFAI's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and Dimensional International Core Equity Market ETF (DFAI). 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.

The current ARTRX Sharpe Ratio is -0.41, which is lower than the DFAI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of ARTRX and DFAI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTRX has not paid dividends to shareholders, while DFAI's dividend yield for the trailing twelve months is around 2.57%.

The maximum ARTRX drawdown since its inception was -46.00%, which is greater than DFAI's maximum drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for ARTRX and DFAI. For additional features, visit the drawdowns tool.

Artisan Global Opportunities Fund Class I (ARTRX) has a higher volatility of 5.30% compared to Dimensional International Core Equity Market ETF (DFAI) at 4.34%. This indicates that ARTRX's price experiences larger fluctuations and is considered to be riskier than DFAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.