ARTYX vs. ARTFX
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Artisan High Income Fund (ARTFX).
ARTYX is managed by Artisan. It was launched on Jun 28, 2015. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
ARTYX vs. ARTFX - Performance Comparison
Loading graphics...
ARTYX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | -20.04% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
Returns By Period
In the year-to-date period, ARTYX achieves a -20.04% return, which is significantly lower than ARTFX's -1.87% return. Over the past 10 years, ARTYX has outperformed ARTFX with an annualized return of 8.90%, while ARTFX has yielded a comparatively lower 6.19% annualized return.
ARTYX
- 1D
- -0.54%
- 1M
- -11.63%
- YTD
- -20.04%
- 6M
- -27.57%
- 1Y
- -15.47%
- 3Y*
- 5.24%
- 5Y*
- -4.98%
- 10Y*
- 8.90%
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARTYX vs. ARTFX - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than ARTFX's 0.96% expense ratio.
Return for Risk
ARTYX vs. ARTFX — Risk / Return Rank
ARTYX
ARTFX
ARTYX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Artisan High Income Fund (ARTFX). 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.
| ARTYX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 1.63 | -2.44 |
Sortino ratioReturn per unit of downside risk | -1.08 | 2.43 | -3.51 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.39 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | 1.80 | -2.41 |
Martin ratioReturn relative to average drawdown | -1.78 | 7.23 | -9.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARTYX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 1.63 | -2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.70 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 1.20 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 1.02 | -0.63 |
Correlation
The correlation between ARTYX and ARTFX is 0.44, 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.
Dividends
ARTYX vs. ARTFX - Dividend Comparison
ARTYX has not paid dividends to shareholders, while ARTFX's dividend yield for the trailing twelve months is around 6.38%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% |
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
Drawdowns
ARTYX vs. ARTFX - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -59.61%, which is greater than ARTFX's maximum drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for ARTYX and ARTFX.
Loading graphics...
Drawdown Indicators
| ARTYX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -21.42% | -38.19% |
Max Drawdown (1Y)Largest decline over 1 year | -29.14% | -2.76% | -26.38% |
Max Drawdown (5Y)Largest decline over 5 years | -56.15% | -14.62% | -41.53% |
Max Drawdown (10Y)Largest decline over 10 years | -59.61% | -21.42% | -38.19% |
Current DrawdownCurrent decline from peak | -35.73% | -2.54% | -33.19% |
Average DrawdownAverage peak-to-trough decline | -18.37% | -2.24% | -16.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.02% | 0.69% | +9.33% |
Volatility
ARTYX vs. ARTFX - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 6.38% compared to Artisan High Income Fund (ARTFX) at 1.00%. This indicates that ARTYX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARTYX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 1.00% | +5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 1.88% | +10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.27% | 3.30% | +16.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.30% | 4.81% | +22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 5.19% | +18.96% |