PGVFX vs. ARTHX
Compare and contrast key facts about Polaris Global Value Fund (PGVFX) and Artisan Global Equity Fund (ARTHX).
PGVFX is managed by Polaris Funds. It was launched on May 31, 1998. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
PGVFX vs. ARTHX - Performance Comparison
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PGVFX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 5.74% | 27.01% | 5.33% | 14.76% | -12.00% | 15.38% | 6.65% | 22.83% | -12.64% | 20.60% |
ARTHX Artisan Global Equity Fund | 1.43% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Returns By Period
In the year-to-date period, PGVFX achieves a 5.74% return, which is significantly higher than ARTHX's 1.43% return. Over the past 10 years, PGVFX has underperformed ARTHX with an annualized return of 9.74%, while ARTHX has yielded a comparatively higher 13.54% annualized return.
PGVFX
- 1D
- 0.77%
- 1M
- -6.45%
- YTD
- 5.74%
- 6M
- 12.43%
- 1Y
- 28.67%
- 3Y*
- 16.45%
- 5Y*
- 8.02%
- 10Y*
- 9.74%
ARTHX
- 1D
- 1.11%
- 1M
- -7.91%
- YTD
- 1.43%
- 6M
- 2.50%
- 1Y
- 36.60%
- 3Y*
- 22.55%
- 5Y*
- 9.80%
- 10Y*
- 13.54%
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PGVFX vs. ARTHX - Expense Ratio Comparison
PGVFX has a 0.99% expense ratio, which is lower than ARTHX's 1.28% expense ratio.
Return for Risk
PGVFX vs. ARTHX — Risk / Return Rank
PGVFX
ARTHX
PGVFX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polaris Global Value Fund (PGVFX) and Artisan Global Equity Fund (ARTHX). 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.
| PGVFX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 2.35 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.82 | 3.00 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.46 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.28 | -0.62 |
Martin ratioReturn relative to average drawdown | 10.21 | 14.04 | -3.83 |
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
| PGVFX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 2.35 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.56 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.72 | -0.26 |
Correlation
The correlation between PGVFX and ARTHX is 0.78, 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
PGVFX vs. ARTHX - Dividend Comparison
PGVFX's dividend yield for the trailing twelve months is around 4.89%, less than ARTHX's 23.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 4.89% | 5.17% | 5.65% | 1.68% | 3.55% | 4.05% | 1.55% | 3.69% | 3.39% | 1.50% | 1.32% | 1.26% |
ARTHX Artisan Global Equity Fund | 23.06% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
PGVFX vs. ARTHX - Drawdown Comparison
The maximum PGVFX drawdown since its inception was -68.09%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for PGVFX and ARTHX.
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Drawdown Indicators
| PGVFX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.09% | -37.42% | -30.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -10.30% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -37.42% | +9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.26% | -37.42% | -3.84% |
Current DrawdownCurrent decline from peak | -7.68% | -9.16% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -7.19% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.44% | +0.33% |
Volatility
PGVFX vs. ARTHX - Volatility Comparison
The current volatility for Polaris Global Value Fund (PGVFX) is 5.37%, while Artisan Global Equity Fund (ARTHX) has a volatility of 6.09%. This indicates that PGVFX experiences smaller price fluctuations and is considered to be less risky than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGVFX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 6.09% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.36% | 10.40% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 16.18% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.65% | 17.54% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 17.50% | -1.68% |