ARTYX vs. SWPPX

In the year-to-date period, ARTYX achieves a 14.27% return, which is significantly higher than SWPPX's 1.81% return.

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ARTYX has a 1.28% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Schwab S&P 500 Index Fund (SWPPX). 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.

The current ARTYX Sharpe Ratio is 1.11, which is higher than the SWPPX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of ARTYX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTYX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.21%.

The maximum ARTYX drawdown since its inception was -62.85%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARTYX and SWPPX. For additional features, visit the drawdowns tool.

The current volatility for Artisan Developing World Fund (ARTYX) is 5.01%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 5.41%. This indicates that ARTYX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.