ARTRX vs. FSPSX
Compare and contrast key facts about Artisan Global Opportunities Fund Class I (ARTRX) and Fidelity International Index Fund (FSPSX).
ARTRX is managed by Artisan. It was launched on Sep 22, 2008. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
ARTRX vs. FSPSX - Performance Comparison
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ARTRX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, ARTRX achieves a -7.40% return, which is significantly lower than FSPSX's -1.94% return. Over the past 10 years, ARTRX has outperformed FSPSX with an annualized return of 10.27%, while FSPSX has yielded a comparatively lower 8.65% annualized 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%
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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ARTRX vs. FSPSX - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
ARTRX vs. FSPSX — Risk / Return Rank
ARTRX
FSPSX
ARTRX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and Fidelity International Index Fund (FSPSX). 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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.11 | -0.81 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.56 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.54 | -1.30 |
Martin ratioReturn relative to average drawdown | 0.73 | 5.93 | -5.20 |
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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.11 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.51 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.53 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.46 | +0.03 |
Correlation
The correlation between ARTRX and FSPSX is 0.79, 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.
Dividends
ARTRX vs. FSPSX - Dividend Comparison
ARTRX's dividend yield for the trailing twelve months is around 3.86%, more than FSPSX's 3.22% 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% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
ARTRX vs. FSPSX - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for ARTRX and FSPSX.
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Drawdown Indicators
| ARTRX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.00% | -33.69% | -12.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -11.39% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | -29.41% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -33.69% | -4.68% |
Current DrawdownCurrent decline from peak | -12.71% | -10.86% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -6.59% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 2.96% | +1.29% |
Volatility
ARTRX vs. FSPSX - Volatility Comparison
The current volatility for Artisan Global Opportunities Fund Class I (ARTRX) is 5.29%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that ARTRX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTRX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 7.04% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 10.63% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 16.79% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 15.77% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 16.47% | +2.46% |