ARTYX vs. ARTRX
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTYX is managed by Artisan. It was launched on Jun 28, 2015. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTYX vs. ARTRX - Performance Comparison
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ARTYX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | -17.34% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
ARTRX Artisan Global Opportunities Fund Class I | -4.34% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, ARTYX achieves a -17.34% return, which is significantly lower than ARTRX's -4.34% return. Over the past 10 years, ARTYX has underperformed ARTRX with an annualized return of 9.27%, while ARTRX has yielded a comparatively higher 10.63% annualized return.
ARTYX
- 1D
- 3.39%
- 1M
- -8.06%
- YTD
- -17.34%
- 6M
- -25.09%
- 1Y
- -13.05%
- 3Y*
- 6.41%
- 5Y*
- -5.04%
- 10Y*
- 9.27%
ARTRX
- 1D
- 3.30%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -7.40%
- 1Y
- 8.45%
- 3Y*
- 10.49%
- 5Y*
- 3.12%
- 10Y*
- 10.63%
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ARTYX vs. ARTRX - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTYX vs. ARTRX — Risk / Return Rank
ARTYX
ARTRX
ARTYX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Artisan Global Opportunities Fund Class I (ARTRX). 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 | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 0.51 | -1.13 |
Sortino ratioReturn per unit of downside risk | -0.78 | 0.82 | -1.60 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.11 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 0.53 | -1.06 |
Martin ratioReturn relative to average drawdown | -1.54 | 1.59 | -3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTYX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 0.51 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.16 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.50 | -0.09 |
Correlation
The correlation between ARTYX and ARTRX is 0.82, 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.
Dividends
ARTYX vs. ARTRX - Dividend Comparison
ARTYX has not paid dividends to shareholders, while ARTRX's dividend yield for the trailing twelve months is around 3.74%.
| 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% |
ARTRX Artisan Global Opportunities Fund Class I | 3.74% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
ARTYX vs. ARTRX - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -59.61%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTYX and ARTRX.
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Drawdown Indicators
| ARTYX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -46.00% | -13.61% |
Max Drawdown (1Y)Largest decline over 1 year | -29.14% | -12.71% | -16.43% |
Max Drawdown (5Y)Largest decline over 5 years | -56.15% | -38.37% | -17.78% |
Max Drawdown (10Y)Largest decline over 10 years | -59.61% | -38.37% | -21.24% |
Current DrawdownCurrent decline from peak | -33.55% | -9.83% | -23.72% |
Average DrawdownAverage peak-to-trough decline | -18.38% | -8.30% | -10.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 4.21% | +5.88% |
Volatility
ARTYX vs. ARTRX - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 7.49% compared to Artisan Global Opportunities Fund Class I (ARTRX) at 6.44%. This indicates that ARTYX's price experiences larger fluctuations and is considered to be riskier than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTYX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 6.44% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 11.16% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 17.67% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.34% | 19.71% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 18.96% | +5.21% |