PSECX vs. ARTLX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and Artisan Value Fund (ARTLX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. ARTLX is managed by Artisan. It was launched on Mar 27, 2006.
Performance
PSECX vs. ARTLX - Performance Comparison
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PSECX vs. ARTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
ARTLX Artisan Value Fund | -5.55% | 14.48% | 12.11% | 24.27% | -8.73% | 23.25% | 10.85% | 30.27% | -15.23% | 16.06% |
Returns By Period
In the year-to-date period, PSECX achieves a -2.01% return, which is significantly higher than ARTLX's -5.55% return. Over the past 10 years, PSECX has underperformed ARTLX with an annualized return of 6.86%, while ARTLX has yielded a comparatively higher 11.09% annualized return.
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
ARTLX
- 1D
- 0.22%
- 1M
- -8.29%
- YTD
- -5.55%
- 6M
- -1.04%
- 1Y
- 5.77%
- 3Y*
- 11.77%
- 5Y*
- 8.87%
- 10Y*
- 11.09%
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PSECX vs. ARTLX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than ARTLX's 1.05% expense ratio.
Return for Risk
PSECX vs. ARTLX — Risk / Return Rank
PSECX
ARTLX
PSECX vs. ARTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and Artisan Value Fund (ARTLX). 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.
| PSECX | ARTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.42 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.93 | 0.68 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.41 | +0.41 |
Martin ratioReturn relative to average drawdown | 3.31 | 1.46 | +1.85 |
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
| PSECX | ARTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.42 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.59 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.62 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between PSECX and ARTLX is 0.79, 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
PSECX vs. ARTLX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than ARTLX's 14.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
ARTLX Artisan Value Fund | 14.66% | 13.85% | 7.59% | 5.10% | 17.75% | 12.97% | 7.57% | 3.99% | 16.44% | 10.00% | 0.62% | 10.74% |
Drawdowns
PSECX vs. ARTLX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum ARTLX drawdown of -57.91%. Use the drawdown chart below to compare losses from any high point for PSECX and ARTLX.
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Drawdown Indicators
| PSECX | ARTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -57.91% | +26.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -11.05% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -22.89% | +4.42% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -39.03% | +7.90% |
Current DrawdownCurrent decline from peak | -7.44% | -9.15% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -8.39% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 3.17% | -1.10% |
Volatility
PSECX vs. ARTLX - Volatility Comparison
The current volatility for 1789 Growth and Income Fund (PSECX) is 3.06%, while Artisan Value Fund (ARTLX) has a volatility of 4.00%. This indicates that PSECX experiences smaller price fluctuations and is considered to be less risky than ARTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSECX | ARTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.00% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 8.91% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 15.44% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 15.24% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 18.09% | -4.92% |