EADOX vs. APFOX
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015. APFOX is managed by Artisan. It was launched on Apr 6, 2022.
Performance
EADOX vs. APFOX - Performance Comparison
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EADOX vs. APFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 1.35% | 16.93% | 14.52% | 11.13% | 1.44% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 0.34% | 13.45% | 10.61% | 11.44% | 7.85% |
Returns By Period
In the year-to-date period, EADOX achieves a 1.35% return, which is significantly higher than APFOX's 0.34% return.
EADOX
- 1D
- -0.55%
- 1M
- -3.10%
- YTD
- 1.35%
- 6M
- 6.58%
- 1Y
- 14.69%
- 3Y*
- 13.90%
- 5Y*
- 7.68%
- 10Y*
- 7.56%
APFOX
- 1D
- -0.35%
- 1M
- -3.03%
- YTD
- 0.34%
- 6M
- 4.42%
- 1Y
- 13.06%
- 3Y*
- 10.82%
- 5Y*
- —
- 10Y*
- —
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EADOX vs. APFOX - Expense Ratio Comparison
EADOX has a 1.11% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Return for Risk
EADOX vs. APFOX — Risk / Return Rank
EADOX
APFOX
EADOX vs. APFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). 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.
| EADOX | APFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.04 | 3.80 | +0.24 |
Sortino ratioReturn per unit of downside risk | 5.66 | 4.87 | +0.79 |
Omega ratioGain probability vs. loss probability | 2.03 | 2.00 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.96 | 3.09 | +0.87 |
Martin ratioReturn relative to average drawdown | 16.16 | 12.77 | +3.40 |
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
| EADOX | APFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.04 | 3.80 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.70 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 2.99 | -1.37 |
Correlation
The correlation between EADOX and APFOX is 0.70, 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
EADOX vs. APFOX - Dividend Comparison
EADOX's dividend yield for the trailing twelve months is around 10.86%, more than APFOX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 10.86% | 10.51% | 8.27% | 8.73% | 8.87% | 7.56% | 7.42% | 7.57% | 7.83% | 7.61% | 4.04% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.56% | 5.71% | 9.39% | 9.03% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EADOX vs. APFOX - Drawdown Comparison
The maximum EADOX drawdown since its inception was -19.15%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for EADOX and APFOX.
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Drawdown Indicators
| EADOX | APFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.15% | -5.69% | -13.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -3.21% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -17.56% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -19.15% | — | — |
Current DrawdownCurrent decline from peak | -3.61% | -3.21% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -2.56% | -0.72% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.94% | -0.05% |
Volatility
EADOX vs. APFOX - Volatility Comparison
Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) has a higher volatility of 1.81% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.59%. This indicates that EADOX's price experiences larger fluctuations and is considered to be riskier than APFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EADOX | APFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.81% | 1.59% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 2.22% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 3.47% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.53% | 3.76% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.72% | 3.76% | +0.96% |