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PRJZX vs. ARTHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRJZX vs. ARTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Jennison Global Opportunities Fund (PRJZX) and Artisan Global Equity Fund (ARTHX). The values are adjusted to include any dividend payments, if applicable.

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PRJZX vs. ARTHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRJZX
PGIM Jennison Global Opportunities Fund
-15.76%4.91%28.69%41.55%-39.60%7.45%74.45%34.13%-2.61%43.35%
ARTHX
Artisan Global Equity Fund
0.31%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, PRJZX achieves a -15.76% return, which is significantly lower than ARTHX's 0.31% return. Both investments have delivered pretty close results over the past 10 years, with PRJZX having a 13.27% annualized return and ARTHX not far ahead at 13.42%.


PRJZX

1D
-1.49%
1M
-10.83%
YTD
-15.76%
6M
-19.51%
1Y
-0.62%
3Y*
10.67%
5Y*
2.39%
10Y*
13.27%

ARTHX

1D
-1.10%
1M
-9.94%
YTD
0.31%
6M
1.11%
1Y
36.09%
3Y*
22.10%
5Y*
9.96%
10Y*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PRJZX vs. ARTHX - Expense Ratio Comparison

PRJZX has a 0.93% expense ratio, which is lower than ARTHX's 1.28% expense ratio.


Return for Risk

PRJZX vs. ARTHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRJZX
PRJZX Risk / Return Rank: 44
Overall Rank
PRJZX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
PRJZX Sortino Ratio Rank: 55
Sortino Ratio Rank
PRJZX Omega Ratio Rank: 55
Omega Ratio Rank
PRJZX Calmar Ratio Rank: 44
Calmar Ratio Rank
PRJZX Martin Ratio Rank: 44
Martin Ratio Rank

ARTHX
ARTHX Risk / Return Rank: 9393
Overall Rank
ARTHX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ARTHX Sortino Ratio Rank: 9393
Sortino Ratio Rank
ARTHX Omega Ratio Rank: 9191
Omega Ratio Rank
ARTHX Calmar Ratio Rank: 9393
Calmar Ratio Rank
ARTHX Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRJZX vs. ARTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Global Opportunities Fund (PRJZX) 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.


PRJZXARTHXDifference

Sharpe ratio

Return per unit of total volatility

-0.07

2.17

-2.23

Sortino ratio

Return per unit of downside risk

0.06

2.79

-2.73

Omega ratio

Gain probability vs. loss probability

1.01

1.42

-0.42

Calmar ratio

Return relative to maximum drawdown

-0.17

2.83

-2.99

Martin ratio

Return relative to average drawdown

-0.55

13.17

-13.73

PRJZX vs. ARTHX - Sharpe Ratio Comparison

The current PRJZX Sharpe Ratio is -0.07, which is lower than the ARTHX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of PRJZX and ARTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PRJZXARTHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.07

2.17

-2.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.57

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.77

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.71

-0.13

Correlation

The correlation between PRJZX and ARTHX is 0.80, 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

PRJZX vs. ARTHX - Dividend Comparison

PRJZX's dividend yield for the trailing twelve months is around 29.35%, more than ARTHX's 23.31% yield.


TTM20252024202320222021202020192018201720162015
PRJZX
PGIM Jennison Global Opportunities Fund
29.35%24.73%10.59%0.00%0.00%10.12%1.59%2.42%0.00%0.00%0.00%0.00%
ARTHX
Artisan Global Equity Fund
23.31%23.39%11.32%0.89%0.88%18.02%11.98%8.76%18.13%0.66%0.00%2.17%

Drawdowns

PRJZX vs. ARTHX - Drawdown Comparison

The maximum PRJZX drawdown since its inception was -48.22%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for PRJZX and ARTHX.


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Drawdown Indicators


PRJZXARTHXDifference

Max Drawdown

Largest peak-to-trough decline

-48.22%

-37.42%

-10.80%

Max Drawdown (1Y)

Largest decline over 1 year

-21.57%

-10.30%

-11.27%

Max Drawdown (5Y)

Largest decline over 5 years

-48.22%

-37.42%

-10.80%

Max Drawdown (10Y)

Largest decline over 10 years

-48.22%

-37.42%

-10.80%

Current Drawdown

Current decline from peak

-21.57%

-10.16%

-11.41%

Average Drawdown

Average peak-to-trough decline

-10.04%

-7.19%

-2.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.46%

2.52%

+3.94%

Volatility

PRJZX vs. ARTHX - Volatility Comparison

PGIM Jennison Global Opportunities Fund (PRJZX) has a higher volatility of 7.66% compared to Artisan Global Equity Fund (ARTHX) at 5.92%. This indicates that PRJZX's price experiences larger fluctuations and is considered to be riskier 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


PRJZXARTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.66%

5.92%

+1.74%

Volatility (6M)

Calculated over the trailing 6-month period

14.43%

10.35%

+4.08%

Volatility (1Y)

Calculated over the trailing 1-year period

22.24%

16.18%

+6.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

17.54%

+6.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.02%

17.50%

+5.52%