FPBFX vs. ARTKX
Compare and contrast key facts about Fidelity Pacific Basin Fund (FPBFX) and Artisan International Value Fund (ARTKX).
FPBFX is managed by Fidelity. It was launched on Oct 1, 1986. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPBFX or ARTKX.
Key characteristics
| FPBFX | ARTKX | |
|---|---|---|
| YTD Return | 1.55% | 6.46% |
| 1Y Return | 7.09% | 16.58% |
| 3Y Return (Ann) | -4.42% | 7.23% |
| 5Y Return (Ann) | 6.70% | 11.31% |
| 10Y Return (Ann) | 7.54% | 7.23% |
| Sharpe Ratio | 0.41 | 1.73 |
| Daily Std Dev | 16.63% | 9.44% |
| Max Drawdown | -68.30% | -51.94% |
| Current Drawdown | -18.70% | 0.00% |
Correlation
The correlation between FPBFX and ARTKX is 0.70, 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.
Performance
FPBFX vs. ARTKX - Performance Comparison
In the year-to-date period, FPBFX achieves a 1.55% return, which is significantly lower than ARTKX's 6.46% return. Both investments have delivered pretty close results over the past 10 years, with FPBFX having a 7.54% annualized return and ARTKX not far behind at 7.23%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FPBFX vs. ARTKX - Expense Ratio Comparison
FPBFX has a 1.04% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
FPBFX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pacific Basin Fund (FPBFX) 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.
Dividends
FPBFX vs. ARTKX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 5.27%, more than ARTKX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 5.27% | 5.36% | 8.76% | 14.97% | 4.45% | 0.75% | 10.88% | 4.36% | 2.38% | 6.36% | 7.55% | 15.42% |
ARTKX Artisan International Value Fund | 2.67% | 2.84% | 2.10% | 9.72% | 0.84% | 3.64% | 5.33% | 3.86% | 3.08% | 6.12% | 6.84% | 7.50% |
Drawdowns
FPBFX vs. ARTKX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -68.30%, which is greater than ARTKX's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for FPBFX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
FPBFX vs. ARTKX - Volatility Comparison
Fidelity Pacific Basin Fund (FPBFX) has a higher volatility of 5.87% compared to Artisan International Value Fund (ARTKX) at 3.28%. This indicates that FPBFX'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.