KGIIX vs. ARTKX
Compare and contrast key facts about Kopernik International Fund (KGIIX) and Artisan International Value Fund (ARTKX).
KGIIX is managed by Kopernik. It was launched on Jun 29, 2015. ARTKX is managed by Artisan. It was launched on Sep 23, 2002.
Performance
KGIIX vs. ARTKX - Performance Comparison
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KGIIX vs. ARTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KGIIX Kopernik International Fund | 5.93% | 54.97% | -7.01% | 13.86% | -14.05% | 16.62% | 18.94% | 16.37% | -6.24% | 10.50% |
ARTKX Artisan International Value Fund | -0.53% | 22.54% | 6.38% | 22.65% | -6.98% | 16.66% | 8.52% | 23.98% | -15.70% | 23.84% |
Returns By Period
In the year-to-date period, KGIIX achieves a 5.93% return, which is significantly higher than ARTKX's -0.53% return. Over the past 10 years, KGIIX has outperformed ARTKX with an annualized return of 10.58%, while ARTKX has yielded a comparatively lower 9.85% annualized return.
KGIIX
- 1D
- 0.11%
- 1M
- -7.65%
- YTD
- 5.93%
- 6M
- 12.63%
- 1Y
- 44.57%
- 3Y*
- 17.90%
- 5Y*
- 10.31%
- 10Y*
- 10.58%
ARTKX
- 1D
- 1.58%
- 1M
- -6.90%
- YTD
- -0.53%
- 6M
- 3.06%
- 1Y
- 15.56%
- 3Y*
- 13.04%
- 5Y*
- 9.47%
- 10Y*
- 9.85%
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KGIIX vs. ARTKX - Expense Ratio Comparison
KGIIX has a 1.04% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Return for Risk
KGIIX vs. ARTKX — Risk / Return Rank
KGIIX
ARTKX
KGIIX vs. ARTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kopernik International Fund (KGIIX) 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.
| KGIIX | ARTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.30 | 1.08 | +2.22 |
Sortino ratioReturn per unit of downside risk | 4.05 | 1.56 | +2.49 |
Omega ratioGain probability vs. loss probability | 1.60 | 1.23 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 4.99 | 1.38 | +3.62 |
Martin ratioReturn relative to average drawdown | 18.45 | 4.80 | +13.65 |
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
| KGIIX | ARTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.30 | 1.08 | +2.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.69 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.61 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.72 | +0.20 |
Correlation
The correlation between KGIIX and ARTKX is 0.55, 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
KGIIX vs. ARTKX - Dividend Comparison
KGIIX's dividend yield for the trailing twelve months is around 13.46%, more than ARTKX's 6.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGIIX Kopernik International Fund | 13.46% | 14.26% | 0.48% | 12.56% | 2.46% | 5.77% | 2.89% | 2.50% | 1.19% | 1.35% | 0.33% | 0.00% |
ARTKX Artisan International Value Fund | 6.95% | 6.90% | 4.10% | 2.84% | 2.11% | 9.72% | 0.84% | 3.64% | 5.37% | 3.89% | 3.11% | 6.17% |
Drawdowns
KGIIX vs. ARTKX - Drawdown Comparison
The maximum KGIIX drawdown since its inception was -27.81%, smaller than the maximum ARTKX drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for KGIIX and ARTKX.
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Drawdown Indicators
| KGIIX | ARTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.81% | -51.90% | +24.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -9.96% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -27.81% | -24.95% | -2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -27.81% | -38.11% | +10.30% |
Current DrawdownCurrent decline from peak | -7.65% | -8.23% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -6.76% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.86% | -0.49% |
Volatility
KGIIX vs. ARTKX - Volatility Comparison
The current volatility for Kopernik International Fund (KGIIX) is 4.80%, while Artisan International Value Fund (ARTKX) has a volatility of 5.24%. This indicates that KGIIX experiences smaller price fluctuations and is considered to be less risky than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KGIIX | ARTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.24% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 10.92% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.31% | 14.56% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.19% | 13.83% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.73% | 16.11% | -3.38% |