PortfoliosLab logoPortfoliosLab logo
DODFX vs. ARTKX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DODFX vs. ARTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dodge & Cox International Stock Fund (DODFX) and Artisan International Value Fund (ARTKX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DODFX achieves a 11.48% return, which is significantly higher than ARTKX's 10.12% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 11.25% annualized return and ARTKX not far behind at 11.01%.


DODFX

1D
2.97%
1M
3.44%
YTD
11.48%
6M
13.39%
1Y
28.75%
3Y*
19.81%
5Y*
10.83%
10Y*
11.25%

ARTKX

1D
2.04%
1M
4.30%
YTD
10.12%
6M
12.08%
1Y
22.10%
3Y*
16.17%
5Y*
10.13%
10Y*
11.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DODFX vs. ARTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DODFX
Dodge & Cox International Stock Fund
11.48%38.77%3.74%16.70%-6.78%10.99%5.15%22.79%-18.01%23.95%
ARTKX
Artisan International Value Fund
10.12%22.54%6.38%22.65%-6.98%16.66%8.52%23.98%-15.70%23.84%

Correlation

The correlation between DODFX and ARTKX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.86

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2002

0.89

The correlation between DODFX and ARTKX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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


Return for Risk

DODFX vs. ARTKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DODFX
DODFX Risk / Return Rank: 6767
Overall Rank
DODFX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
DODFX Sortino Ratio Rank: 6868
Sortino Ratio Rank
DODFX Omega Ratio Rank: 7171
Omega Ratio Rank
DODFX Calmar Ratio Rank: 6363
Calmar Ratio Rank
DODFX Martin Ratio Rank: 5959
Martin Ratio Rank

ARTKX
ARTKX Risk / Return Rank: 4646
Overall Rank
ARTKX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
ARTKX Sortino Ratio Rank: 4747
Sortino Ratio Rank
ARTKX Omega Ratio Rank: 5151
Omega Ratio Rank
ARTKX Calmar Ratio Rank: 4747
Calmar Ratio Rank
ARTKX Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DODFX vs. ARTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Artisan International Value Fund (ARTKX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DODFXARTKXDifference
Sharpe ratioReturn per unit of total volatility

+0.47

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.37

1.31

+0.06

Calmar ratioReturn relative to maximum drawdown

2.49

2.14

+0.34

Martin ratioReturn relative to average drawdown

9.40

7.18

+2.22

DODFX vs. ARTKX - Sharpe Ratio Comparison

The current DODFX Sharpe Ratio is 1.99, which is higher than the ARTKX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of DODFX and ARTKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DODFX vs. ARTKX - Drawdown Comparison

The maximum DODFX drawdown since its inception was -63.23%, which is greater than ARTKX's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for DODFX and ARTKX.


Loading charts...

Drawdown Indicators


DODFXARTKXDifference

Max Drawdown

Largest peak-to-trough decline

-63.23%

-51.90%

-11.33%

Max Drawdown (1Y)

Largest decline over 1 year

-11.14%

-9.96%

-1.18%

Max Drawdown (3Y)

Largest decline over 3 years

-14.41%

-10.88%

-3.53%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

-24.95%

+0.43%

Max Drawdown (10Y)

Largest decline over 10 years

-44.61%

-38.11%

-6.50%

Current Drawdown

Current decline from peak

-1.13%

-0.35%

-0.78%

Average Drawdown

Average peak-to-trough decline

-11.65%

-6.72%

-4.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

2.96%

-0.02%

Volatility

DODFX vs. ARTKX - Volatility Comparison

Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 5.81% compared to Artisan International Value Fund (ARTKX) at 4.65%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DODFXARTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

4.65%

+1.16%

Volatility (6M)

Calculated over the trailing 6-month period

11.91%

10.05%

+1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

13.89%

14.01%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.03%

14.03%

+2.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.23%

16.18%

+2.05%

DODFX vs. ARTKX - Expense Ratio Comparison

DODFX has a 0.61% expense ratio, which is lower than ARTKX's 1.25% expense ratio.


Dividends

DODFX vs. ARTKX - Dividend Comparison

DODFX's dividend yield for the trailing twelve months is around 4.53%, less than ARTKX's 6.28% yield.


PositionTTM20252024202320222021202020192018201720162015
ARTKX
Artisan International Value Fund
6.28%6.90%4.10%2.84%2.11%9.72%0.84%3.64%5.37%3.89%3.11%6.17%
DODFX
Dodge & Cox International Stock Fund
4.53%5.05%2.25%2.29%2.23%2.49%4.21%3.93%2.93%1.93%3.66%2.30%

Frequently Asked Questions


DODFX and ARTKX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DODFX has higher volatility (5.81%) compared to ARTKX (4.65%). In terms of maximum drawdown, DODFX dropped -63.23% vs ARTKX's -51.90%.

DODFX currently has the higher Sharpe Ratio (1.99 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DODFX and ARTKX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer