MXIVX vs. APHIX
Compare and contrast key facts about Great-West International Value Fund (MXIVX) and Artisan International Fund Institutional Class (APHIX).
MXIVX is managed by Great-West. It was launched on Dec 1, 1993. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
MXIVX vs. APHIX - Performance Comparison
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MXIVX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXIVX Great-West International Value Fund | -1.26% | 39.08% | 5.46% | 18.05% | -15.20% | 10.38% | 10.20% | 22.07% | -15.68% | 25.12% |
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, MXIVX achieves a -1.26% return, which is significantly lower than APHIX's 3.79% return. Over the past 10 years, MXIVX has underperformed APHIX with an annualized return of 8.52%, while APHIX has yielded a comparatively higher 9.34% annualized return.
MXIVX
- 1D
- 0.38%
- 1M
- -10.51%
- YTD
- -1.26%
- 6M
- 4.58%
- 1Y
- 24.18%
- 3Y*
- 16.45%
- 5Y*
- 9.22%
- 10Y*
- 8.52%
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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MXIVX vs. APHIX - Expense Ratio Comparison
MXIVX has a 1.07% expense ratio, which is higher than APHIX's 0.96% expense ratio.
Return for Risk
MXIVX vs. APHIX — Risk / Return Rank
MXIVX
APHIX
MXIVX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Value Fund (MXIVX) 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.
| MXIVX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.86 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.39 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.53 | -0.80 |
Martin ratioReturn relative to average drawdown | 7.32 | 10.66 | -3.34 |
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
| MXIVX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.86 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.29 | -0.13 |
Correlation
The correlation between MXIVX and APHIX is 0.84, 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
MXIVX vs. APHIX - Dividend Comparison
MXIVX's dividend yield for the trailing twelve months is around 6.04%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXIVX Great-West International Value Fund | 6.04% | 5.96% | 4.97% | 3.27% | 2.99% | 4.27% | 1.99% | 2.42% | 27.79% | 2.85% | 0.00% | 0.00% |
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
MXIVX vs. APHIX - Drawdown Comparison
The maximum MXIVX drawdown since its inception was -76.77%, which is greater than APHIX's maximum drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for MXIVX and APHIX.
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Drawdown Indicators
| MXIVX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.77% | -68.47% | -8.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -9.77% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -33.73% | +4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -33.73% | +0.55% |
Current DrawdownCurrent decline from peak | -10.51% | -9.77% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -22.30% | -23.20% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.59% | +0.63% |
Volatility
MXIVX vs. APHIX - Volatility Comparison
Great-West International Value Fund (MXIVX) and Artisan International Fund Institutional Class (APHIX) have volatilities of 6.34% 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
| MXIVX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 6.04% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 10.13% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 15.33% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 15.61% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 16.16% | +3.18% |