CIVVX vs. APFDX

In the year-to-date period, CIVVX achieves a 10.27% return, which is significantly higher than APFDX's -3.29% return.

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

CIVVX has a 1.10% expense ratio, which is lower than APFDX's 1.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and Artisan Global Discovery Fund (APFDX). 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 CIVVX Sharpe Ratio is 0.27, which is comparable to the APFDX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of CIVVX and APFDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIVVX's dividend yield for the trailing twelve months is around 1.73%, while APFDX has not paid dividends to shareholders.

The maximum CIVVX drawdown since its inception was -70.48%, which is greater than APFDX's maximum drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for CIVVX and APFDX. For additional features, visit the drawdowns tool.

Causeway International Value Fund (CIVVX) has a higher volatility of 12.24% compared to Artisan Global Discovery Fund (APFDX) at 11.43%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than APFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.