ARTUX vs. DTLA.L
Compare and contrast key facts about Artisan Floating Rate Fund (ARTUX) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L).
ARTUX is managed by Artisan Partners Funds. It was launched on Nov 30, 2021. DTLA.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on May 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTUX or DTLA.L.
Correlation
The correlation between ARTUX and DTLA.L is 0.04, 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.
Performance
ARTUX vs. DTLA.L - Performance Comparison
Key characteristics
ARTUX:
2.65
DTLA.L:
-0.48
ARTUX:
6.78
DTLA.L:
-0.59
ARTUX:
2.31
DTLA.L:
0.93
ARTUX:
8.19
DTLA.L:
-0.15
ARTUX:
32.65
DTLA.L:
-1.07
ARTUX:
0.21%
DTLA.L:
6.42%
ARTUX:
2.60%
DTLA.L:
14.28%
ARTUX:
-5.71%
DTLA.L:
-48.47%
ARTUX:
-0.10%
DTLA.L:
-44.57%
Returns By Period
In the year-to-date period, ARTUX achieves a 0.10% return, which is significantly higher than DTLA.L's -3.60% return.
ARTUX
0.10%
-0.10%
3.62%
6.86%
N/A
N/A
DTLA.L
-3.60%
-5.62%
-7.21%
-7.76%
-6.89%
N/A
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ARTUX vs. DTLA.L - Expense Ratio Comparison
ARTUX has a 1.20% expense ratio, which is higher than DTLA.L's 0.07% expense ratio.
Risk-Adjusted Performance
ARTUX vs. DTLA.L — Risk-Adjusted Performance Rank
ARTUX
DTLA.L
ARTUX vs. DTLA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Floating Rate Fund (ARTUX) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L). 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
ARTUX vs. DTLA.L - Dividend Comparison
ARTUX's dividend yield for the trailing twelve months is around 7.45%, while DTLA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | 7.45% | 7.46% | 8.86% | 4.91% |
DTLA.L iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTUX vs. DTLA.L - Drawdown Comparison
The maximum ARTUX drawdown since its inception was -5.71%, smaller than the maximum DTLA.L drawdown of -48.47%. Use the drawdown chart below to compare losses from any high point for ARTUX and DTLA.L. For additional features, visit the drawdowns tool.
Volatility
ARTUX vs. DTLA.L - Volatility Comparison
The current volatility for Artisan Floating Rate Fund (ARTUX) is 0.24%, while iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) has a volatility of 3.26%. This indicates that ARTUX experiences smaller price fluctuations and is considered to be less risky than DTLA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.