PIPAX vs. ARTKX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Artisan International Value Fund (ARTKX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. 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: PIPAX or ARTKX.
Key characteristics
| PIPAX | ARTKX | |
|---|---|---|
| YTD Return | 12.29% | 8.36% |
| 1Y Return | 17.14% | 14.31% |
| 3Y Return (Ann) | 5.02% | 7.29% |
| 5Y Return (Ann) | 7.45% | 10.34% |
| 10Y Return (Ann) | 6.81% | 7.70% |
| Sharpe Ratio | 1.66 | 1.57 |
| Sortino Ratio | 2.12 | 2.18 |
| Omega Ratio | 1.33 | 1.28 |
| Calmar Ratio | 1.70 | 2.37 |
| Martin Ratio | 8.59 | 8.28 |
| Ulcer Index | 2.20% | 1.76% |
| Daily Std Dev | 11.37% | 9.25% |
| Max Drawdown | -58.00% | -51.94% |
| Current Drawdown | -3.41% | -6.13% |
Correlation
The correlation between PIPAX and ARTKX is 0.68, 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
PIPAX vs. ARTKX - Performance Comparison
In the year-to-date period, PIPAX achieves a 12.29% return, which is significantly higher than ARTKX's 8.36% return. Over the past 10 years, PIPAX has underperformed ARTKX with an annualized return of 6.81%, while ARTKX has yielded a comparatively higher 7.70% annualized return. 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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PIPAX vs. ARTKX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
PIPAX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) 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
PIPAX vs. ARTKX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 13.80%, more than ARTKX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 13.80% | 9.88% | 5.75% | 7.60% | 1.44% | 9.01% | 1.46% | 7.39% | 0.79% | 8.15% | 12.09% | 5.75% |
ARTKX Artisan International Value Fund | 1.79% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% | 1.71% |
Drawdowns
PIPAX vs. ARTKX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -58.00%, which is greater than ARTKX's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for PIPAX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
PIPAX vs. ARTKX - Volatility Comparison
The current volatility for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) is 2.59%, while Artisan International Value Fund (ARTKX) has a volatility of 2.80%. This indicates that PIPAX 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.