EELDX vs. APFOX
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
EELDX is managed by Eaton Vance. It was launched on Feb 3, 2013. APFOX is managed by Artisan. It was launched on Apr 6, 2022.
Performance
EELDX vs. APFOX - Performance Comparison
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EELDX vs. APFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 1.45% | 15.80% | 14.87% | 11.46% | 1.64% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 0.62% | 13.45% | 10.61% | 11.44% | 7.85% |
Returns By Period
In the year-to-date period, EELDX achieves a 1.45% return, which is significantly higher than APFOX's 0.62% return.
EELDX
- 1D
- 0.12%
- 1M
- -2.51%
- YTD
- 1.45%
- 6M
- 6.78%
- 1Y
- 15.35%
- 3Y*
- 13.77%
- 5Y*
- 7.74%
- 10Y*
- 7.77%
APFOX
- 1D
- 0.28%
- 1M
- -2.06%
- YTD
- 0.62%
- 6M
- 4.81%
- 1Y
- 13.48%
- 3Y*
- 10.92%
- 5Y*
- —
- 10Y*
- —
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EELDX vs. APFOX - Expense Ratio Comparison
EELDX has a 0.78% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Return for Risk
EELDX vs. APFOX — Risk / Return Rank
EELDX
APFOX
EELDX vs. APFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) 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.
| EELDX | APFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.12 | 3.89 | +0.23 |
Sortino ratioReturn per unit of downside risk | 5.70 | 4.98 | +0.72 |
Omega ratioGain probability vs. loss probability | 2.00 | 2.02 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.06 | 3.86 | +0.20 |
Martin ratioReturn relative to average drawdown | 16.48 | 14.98 | +1.50 |
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
| EELDX | APFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.12 | 3.89 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.70 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 3.01 | -1.69 |
Correlation
The correlation between EELDX 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
EELDX vs. APFOX - Dividend Comparison
EELDX's dividend yield for the trailing twelve months is around 11.18%, more than APFOX's 7.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 11.18% | 9.44% | 8.58% | 9.02% | 9.17% | 7.87% | 7.71% | 7.86% | 8.16% | 7.90% | 4.12% | 1.65% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.54% | 5.71% | 9.39% | 9.03% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EELDX vs. APFOX - Drawdown Comparison
The maximum EELDX drawdown since its inception was -19.12%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for EELDX and APFOX.
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Drawdown Indicators
| EELDX | APFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.12% | -5.69% | -13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -3.21% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -17.35% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -19.12% | — | — |
Current DrawdownCurrent decline from peak | -3.56% | -2.94% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -0.72% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.83% | +0.08% |
Volatility
EELDX vs. APFOX - Volatility Comparison
Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) has a higher volatility of 1.85% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.52%. This indicates that EELDX'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
| EELDX | APFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.52% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 2.23% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.72% | 3.47% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.59% | 3.76% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.76% | 3.76% | +1.00% |