ARTSX vs. FTIHX
Compare and contrast key facts about Artisan Small Cap Fund (ARTSX) and Fidelity Total International Index Fund (FTIHX).
ARTSX is managed by Artisan Partners Funds. It was launched on Mar 28, 1995. FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTSX or FTIHX.
Key characteristics
| ARTSX | FTIHX | |
|---|---|---|
| YTD Return | 9.09% | 9.35% |
| 1Y Return | 13.46% | 16.17% |
| 3Y Return (Ann) | -8.80% | 1.21% |
| 5Y Return (Ann) | 5.34% | 6.49% |
| Sharpe Ratio | 0.64 | 1.32 |
| Daily Std Dev | 21.97% | 13.21% |
| Max Drawdown | -62.77% | -35.75% |
| Current Drawdown | -32.09% | -1.37% |
Correlation
The correlation between ARTSX and FTIHX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARTSX vs. FTIHX - Performance Comparison
The year-to-date returns for both investments are quite close, with ARTSX having a 9.09% return and FTIHX slightly higher at 9.35%. 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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ARTSX vs. FTIHX - Expense Ratio Comparison
ARTSX has a 1.19% expense ratio, which is higher than FTIHX's 0.06% expense ratio.
Risk-Adjusted Performance
ARTSX vs. FTIHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund (ARTSX) and Fidelity Total International Index Fund (FTIHX). 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
ARTSX vs. FTIHX - Dividend Comparison
ARTSX has not paid dividends to shareholders, while FTIHX's dividend yield for the trailing twelve months is around 2.55%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTSX Artisan Small Cap Fund | 0.00% | 0.00% | 0.26% | 12.11% | 5.26% | 7.83% | 20.83% | 16.26% | 1.18% | 10.12% |
FTIHX Fidelity Total International Index Fund | 2.55% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.81% | 0.47% | 0.00% |
Drawdowns
ARTSX vs. FTIHX - Drawdown Comparison
The maximum ARTSX drawdown since its inception was -62.77%, which is greater than FTIHX's maximum drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for ARTSX and FTIHX. For additional features, visit the drawdowns tool.
Volatility
ARTSX vs. FTIHX - Volatility Comparison
Artisan Small Cap Fund (ARTSX) has a higher volatility of 6.94% compared to Fidelity Total International Index Fund (FTIHX) at 3.99%. This indicates that ARTSX's price experiences larger fluctuations and is considered to be riskier than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.