PortfoliosLab logoPortfoliosLab logo
ARTTX vs. APFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARTTX vs. APFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Focus Fund (ARTTX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ARTTX vs. APFOX - Yearly Performance Comparison


2026 (YTD)2025202420232022
ARTTX
Artisan Focus Fund
-7.27%19.95%31.74%15.63%-13.34%
APFOX
Artisan Emerging Markets Debt Opportunities Fund
0.34%13.45%10.61%11.44%7.85%

Returns By Period

In the year-to-date period, ARTTX achieves a -7.27% return, which is significantly lower than APFOX's 0.34% return.


ARTTX

1D
-1.33%
1M
-11.28%
YTD
-7.27%
6M
-7.72%
1Y
13.34%
3Y*
17.92%
5Y*
8.62%
10Y*

APFOX

1D
-0.35%
1M
-3.03%
YTD
0.34%
6M
4.42%
1Y
13.06%
3Y*
10.82%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


ARTTX vs. APFOX - Expense Ratio Comparison

ARTTX has a 1.27% expense ratio, which is higher than APFOX's 1.25% expense ratio.


Return for Risk

ARTTX vs. APFOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTTX
ARTTX Risk / Return Rank: 2727
Overall Rank
ARTTX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
ARTTX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ARTTX Omega Ratio Rank: 2525
Omega Ratio Rank
ARTTX Calmar Ratio Rank: 2929
Calmar Ratio Rank
ARTTX Martin Ratio Rank: 2828
Martin Ratio Rank

APFOX
APFOX Risk / Return Rank: 9797
Overall Rank
APFOX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
APFOX Sortino Ratio Rank: 9898
Sortino Ratio Rank
APFOX Omega Ratio Rank: 9898
Omega Ratio Rank
APFOX Calmar Ratio Rank: 9494
Calmar Ratio Rank
APFOX Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTTX vs. APFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Focus Fund (ARTTX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). 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.


ARTTXAPFOXDifference

Sharpe ratio

Return per unit of total volatility

0.65

3.80

-3.15

Sortino ratio

Return per unit of downside risk

1.01

4.87

-3.86

Omega ratio

Gain probability vs. loss probability

1.14

2.00

-0.86

Calmar ratio

Return relative to maximum drawdown

0.83

3.09

-2.26

Martin ratio

Return relative to average drawdown

3.05

12.77

-9.71

ARTTX vs. APFOX - Sharpe Ratio Comparison

The current ARTTX Sharpe Ratio is 0.65, which is lower than the APFOX Sharpe Ratio of 3.80. The chart below compares the historical Sharpe Ratios of ARTTX and APFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ARTTXAPFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

3.80

-3.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

2.99

-2.14

Correlation

The correlation between ARTTX and APFOX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ARTTX vs. APFOX - Dividend Comparison

ARTTX's dividend yield for the trailing twelve months is around 4.41%, less than APFOX's 7.56% yield.


TTM202520242023202220212020201920182017
ARTTX
Artisan Focus Fund
4.41%4.08%12.96%0.00%0.32%15.97%3.23%3.61%3.59%9.95%
APFOX
Artisan Emerging Markets Debt Opportunities Fund
7.56%5.71%9.39%9.03%7.17%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ARTTX vs. APFOX - Drawdown Comparison

The maximum ARTTX drawdown since its inception was -31.56%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for ARTTX and APFOX.


Loading graphics...

Drawdown Indicators


ARTTXAPFOXDifference

Max Drawdown

Largest peak-to-trough decline

-31.56%

-5.69%

-25.87%

Max Drawdown (1Y)

Largest decline over 1 year

-13.19%

-3.21%

-9.98%

Max Drawdown (5Y)

Largest decline over 5 years

-31.56%

Current Drawdown

Current decline from peak

-13.19%

-3.21%

-9.98%

Average Drawdown

Average peak-to-trough decline

-6.76%

-0.72%

-6.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

0.94%

+2.64%

Volatility

ARTTX vs. APFOX - Volatility Comparison

Artisan Focus Fund (ARTTX) has a higher volatility of 6.27% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.59%. This indicates that ARTTX's price experiences larger fluctuations and is considered to be riskier than APFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ARTTXAPFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.27%

1.59%

+4.68%

Volatility (6M)

Calculated over the trailing 6-month period

13.22%

2.22%

+11.00%

Volatility (1Y)

Calculated over the trailing 1-year period

20.67%

3.47%

+17.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.17%

3.76%

+14.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.11%

3.76%

+15.35%