EIDOX vs. APFOX
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
EIDOX is a passively managed fund by Eaton Vance that tracks the performance of the J.P. Morgan EMB (JEMB) Hard Currency / Local Currency 50-50 Index. It was launched on Sep 3, 2015. APFOX is managed by Artisan. It was launched on Apr 6, 2022.
Performance
EIDOX vs. APFOX - Performance Comparison
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EIDOX vs. APFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EIDOX Eaton Vance Emerging Markets Debt Opportunities Fund Class I | 1.56% | 15.59% | 14.78% | 11.40% | 1.50% |
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, EIDOX achieves a 1.56% return, which is significantly higher than APFOX's 0.62% return.
EIDOX
- 1D
- 0.12%
- 1M
- -2.39%
- YTD
- 1.56%
- 6M
- 6.74%
- 1Y
- 15.27%
- 3Y*
- 13.69%
- 5Y*
- 7.66%
- 10Y*
- 7.72%
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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EIDOX vs. APFOX - Expense Ratio Comparison
EIDOX has a 0.79% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Return for Risk
EIDOX vs. APFOX — Risk / Return Rank
EIDOX
APFOX
EIDOX 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 I (EIDOX) 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.
| EIDOX | APFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.24 | 3.89 | +0.35 |
Sortino ratioReturn per unit of downside risk | 5.83 | 4.98 | +0.85 |
Omega ratioGain probability vs. loss probability | 2.06 | 2.02 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 4.21 | 3.86 | +0.35 |
Martin ratioReturn relative to average drawdown | 16.91 | 14.98 | +1.94 |
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
| EIDOX | APFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.24 | 3.89 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.67 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.65 | 3.01 | -1.36 |
Correlation
The correlation between EIDOX and APFOX is 0.71, 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
EIDOX vs. APFOX - Dividend Comparison
EIDOX's dividend yield for the trailing twelve months is around 11.11%, more than APFOX's 7.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EIDOX Eaton Vance Emerging Markets Debt Opportunities Fund Class I | 11.11% | 9.41% | 8.52% | 8.97% | 9.13% | 7.82% | 7.66% | 7.81% | 8.10% | 7.85% | 4.10% |
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% |
Drawdowns
EIDOX vs. APFOX - Drawdown Comparison
The maximum EIDOX drawdown since its inception was -19.06%, which is greater than APFOX's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for EIDOX and APFOX.
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Drawdown Indicators
| EIDOX | APFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.06% | -5.69% | -13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.56% | -3.21% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -17.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -19.06% | — | — |
Current DrawdownCurrent decline from peak | -3.45% | -2.94% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -2.50% | -0.72% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.83% | +0.06% |
Volatility
EIDOX vs. APFOX - Volatility Comparison
Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX) has a higher volatility of 1.78% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.52%. This indicates that EIDOX'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
| EIDOX | APFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.52% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 2.23% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 3.47% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.61% | 3.76% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.76% | 3.76% | +1.00% |