ARTRX vs. VFINX
Compare and contrast key facts about Artisan Global Opportunities Fund Class I (ARTRX) and Vanguard 500 Index Fund Investor Shares (VFINX).
ARTRX is managed by Artisan Partners. It was launched on Sep 22, 2008. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTRX or VFINX.
Key characteristics
| ARTRX | VFINX | |
|---|---|---|
| YTD Return | 6.80% | 5.62% |
| 1Y Return | 22.09% | 23.55% |
| 3Y Return (Ann) | 0.08% | 7.79% |
| 5Y Return (Ann) | 10.15% | 13.08% |
| 10Y Return (Ann) | 10.71% | 12.29% |
| Sharpe Ratio | 1.45 | 1.88 |
| Daily Std Dev | 14.50% | 11.74% |
| Max Drawdown | -46.00% | -55.25% |
| Current Drawdown | -12.24% | -4.46% |
Correlation
The correlation between ARTRX and VFINX is 0.88, 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. VFINX - Performance Comparison
In the year-to-date period, ARTRX achieves a 6.80% return, which is significantly higher than VFINX's 5.62% return. Over the past 10 years, ARTRX has underperformed VFINX with an annualized return of 10.71%, while VFINX has yielded a comparatively higher 12.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARTRX vs. VFINX - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
ARTRX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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. VFINX - Dividend Comparison
ARTRX's dividend yield for the trailing twelve months is around 2.16%, more than VFINX's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 2.16% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% | 2.69% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.29% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
ARTRX vs. VFINX - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ARTRX and VFINX. For additional features, visit the drawdowns tool.
Volatility
ARTRX vs. VFINX - Volatility Comparison
Artisan Global Opportunities Fund Class I (ARTRX) has a higher volatility of 4.54% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.90%. This indicates that ARTRX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.