PINZX vs. APHIX
Compare and contrast key facts about Principal Overseas Fund (PINZX) and Artisan International Fund Institutional Class (APHIX).
PINZX is managed by Principal. It was launched on Sep 29, 2008. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
PINZX vs. APHIX - Performance Comparison
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PINZX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINZX Principal Overseas Fund | -3.07% | 40.18% | 13.98% | 22.59% | -4.87% | 11.15% | 4.09% | 20.84% | -17.91% | 25.59% |
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, PINZX achieves a -3.07% return, which is significantly lower than APHIX's 3.79% return. Over the past 10 years, PINZX has outperformed APHIX with an annualized return of 10.70%, while APHIX has yielded a comparatively lower 9.34% annualized return.
PINZX
- 1D
- 0.09%
- 1M
- -12.96%
- YTD
- -3.07%
- 6M
- 3.68%
- 1Y
- 22.76%
- 3Y*
- 19.43%
- 5Y*
- 13.19%
- 10Y*
- 10.70%
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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PINZX vs. APHIX - Expense Ratio Comparison
PINZX has a 0.97% expense ratio, which is higher than APHIX's 0.96% expense ratio.
Return for Risk
PINZX vs. APHIX — Risk / Return Rank
PINZX
APHIX
PINZX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Overseas Fund (PINZX) 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.
| PINZX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.86 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.39 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.53 | -1.04 |
Martin ratioReturn relative to average drawdown | 5.77 | 10.66 | -4.89 |
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
| PINZX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.86 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.62 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.29 | +0.07 |
Correlation
The correlation between PINZX and APHIX is 0.87, 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
PINZX vs. APHIX - Dividend Comparison
PINZX's dividend yield for the trailing twelve months is around 10.02%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINZX Principal Overseas Fund | 10.02% | 9.71% | 29.12% | 6.31% | 8.23% | 7.70% | 1.85% | 3.08% | 10.03% | 3.15% | 2.04% | 4.01% |
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
PINZX vs. APHIX - Drawdown Comparison
The maximum PINZX drawdown since its inception was -44.27%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for PINZX and APHIX.
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Drawdown Indicators
| PINZX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.27% | -68.47% | +24.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -9.77% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -33.73% | +7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -44.27% | -33.73% | -10.54% |
Current DrawdownCurrent decline from peak | -13.23% | -9.77% | -3.46% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -23.20% | +13.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 2.59% | +0.91% |
Volatility
PINZX vs. APHIX - Volatility Comparison
Principal Overseas Fund (PINZX) has a higher volatility of 7.35% compared to Artisan International Fund Institutional Class (APHIX) at 6.04%. This indicates that PINZX's price experiences larger fluctuations and is considered to be riskier than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINZX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 6.04% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 10.13% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 15.33% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 15.61% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 16.16% | +1.89% |