EPIVX vs. APHIX
Compare and contrast key facts about EuroPac International Value Fund (EPIVX) and Artisan International Fund Institutional Class (APHIX).
EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
EPIVX vs. APHIX - Performance Comparison
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EPIVX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | -1.49% | 47.14% | 5.08% | 9.80% | 0.47% | 7.11% | 18.37% | 18.24% | -14.48% | 15.09% |
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
Returns By Period
In the year-to-date period, EPIVX achieves a -1.49% return, which is significantly lower than APHIX's 3.79% return. Both investments have delivered pretty close results over the past 10 years, with EPIVX having a 9.62% annualized return and APHIX not far behind at 9.34%.
EPIVX
- 1D
- -0.14%
- 1M
- -11.64%
- YTD
- -1.49%
- 6M
- 5.59%
- 1Y
- 28.45%
- 3Y*
- 16.24%
- 5Y*
- 11.89%
- 10Y*
- 9.62%
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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EPIVX vs. APHIX - Expense Ratio Comparison
EPIVX has a 1.75% expense ratio, which is higher than APHIX's 0.96% expense ratio.
Return for Risk
EPIVX vs. APHIX — Risk / Return Rank
EPIVX
APHIX
EPIVX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac International Value Fund (EPIVX) and Artisan International Fund Institutional Class (APHIX). 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.
| EPIVX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 1.86 | -0.25 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.39 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.53 | -0.59 |
Martin ratioReturn relative to average drawdown | 7.70 | 10.66 | -2.95 |
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
| EPIVX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.86 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.62 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.58 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.29 | 0.00 |
Correlation
The correlation between EPIVX and APHIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EPIVX vs. APHIX - Dividend Comparison
EPIVX's dividend yield for the trailing twelve months is around 6.96%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | 6.96% | 7.23% | 1.84% | 2.22% | 1.52% | 1.61% | 0.88% | 2.63% | 1.61% | 1.57% | 0.69% | 2.31% |
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
EPIVX vs. APHIX - Drawdown Comparison
The maximum EPIVX drawdown since its inception was -46.27%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for EPIVX and APHIX.
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Drawdown Indicators
| EPIVX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.27% | -68.47% | +22.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -9.77% | -4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.75% | -33.73% | +11.98% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -33.73% | +2.44% |
Current DrawdownCurrent decline from peak | -11.70% | -9.77% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -23.20% | +9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.59% | +0.92% |
Volatility
EPIVX vs. APHIX - Volatility Comparison
EuroPac International Value Fund (EPIVX) and Artisan International Fund Institutional Class (APHIX) have volatilities of 6.31% and 6.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPIVX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 6.04% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 10.13% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 15.33% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 15.61% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.35% | 16.16% | -0.81% |