SCGVX vs. ARTHX
SCGVX (Sands Capital Global Growth Fund) and ARTHX (Artisan Global Equity Fund) are both Global Equities funds. Over the past 10 years, SCGVX returned 9.66%/yr vs 13.30%/yr for ARTHX. Their correlation of 0.81 means they have usually moved in the same direction. SCGVX charges 1.15%/yr vs 1.28%/yr for ARTHX.
Performance
SCGVX vs. ARTHX - Performance Comparison
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Returns By Period
In the year-to-date period, SCGVX achieves a -1.81% return, which is significantly lower than ARTHX's 8.26% return. Over the past 10 years, SCGVX has underperformed ARTHX with an annualized return of 9.66%, while ARTHX has yielded a comparatively higher 13.30% annualized return.
SCGVX
- 1D
- 2.31%
- 1M
- -4.19%
- 6M
- 1.92%
- YTD
- -1.81%
- 1Y
- -1.27%
- 3Y*
- 9.36%
- 5Y*
- -1.87%
- 10Y*
- 9.66%
- ALL TIME*
- 9.38%
ARTHX
- 1D
- 1.85%
- 1M
- -1.50%
- 6M
- -0.57%
- YTD
- 8.26%
- 1Y
- 17.83%
- 3Y*
- 24.42%
- 5Y*
- 9.66%
- 10Y*
- 13.30%
- ALL TIME*
- 12.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SCGVX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCGVX Sands Capital Global Growth Fund | -1.81% | 10.68% | 15.64% | 31.49% | -43.49% | 9.56% | 49.33% | 29.89% | -2.97% | 38.38% |
ARTHX Artisan Global Equity Fund | 8.26% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Correlation
The correlation between SCGVX and ARTHX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.81 |
Over the past year, the correlation between SCGVX and ARTHX has dropped to 0.60 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
SCGVX vs. ARTHX — Risk / Return Rank
SCGVX
ARTHX
SCGVX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sands Capital Global Growth Fund (SCGVX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCGVX | ARTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.19 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.55 | -1.73 |
| Martin ratioReturn relative to average drawdown | -0.50 | 3.95 | -4.46 |
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Drawdowns
SCGVX vs. ARTHX - Drawdown Comparison
The maximum SCGVX drawdown since its inception was -53.96%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for SCGVX and ARTHX.
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Drawdown Indicators
| SCGVX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -37.42% | -16.54% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -10.29% | -11.10% |
Max Drawdown (3Y)Largest decline over 3 years | -23.07% | -14.06% | -9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -53.96% | -37.42% | -16.54% |
Max Drawdown (10Y)Largest decline over 10 years | -53.96% | -37.42% | -16.54% |
Current DrawdownCurrent decline from peak | -17.06% | -8.63% | -8.43% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -7.15% | -4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.42% | 4.03% | +3.39% |
Volatility
SCGVX vs. ARTHX - Volatility Comparison
Sands Capital Global Growth Fund (SCGVX) has a higher volatility of 5.84% compared to Artisan Global Equity Fund (ARTHX) at 3.97%. This indicates that SCGVX'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
| SCGVX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 3.97% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 13.06% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 15.74% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.90% | 17.84% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 17.65% | +5.45% |
SCGVX vs. ARTHX - Expense Ratio Comparison
SCGVX has a 1.15% expense ratio, which is lower than ARTHX's 1.28% expense ratio.
Dividends
SCGVX vs. ARTHX - Dividend Comparison
SCGVX's dividend yield for the trailing twelve months is around 47.43%, more than ARTHX's 21.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 21.60% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
SCGVX Sands Capital Global Growth Fund | 47.43% | 46.57% | 9.14% | 0.00% | 0.00% | 13.05% | 3.34% | 5.97% | 9.05% | 0.23% | 0.00% | 0.00% |
Frequently Asked Questions
SCGVX and ARTHX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCGVX has higher volatility (5.84%) compared to ARTHX (3.97%). In terms of maximum drawdown, SCGVX dropped -53.96% vs ARTHX's -37.42%.
ARTHX currently has the higher Sharpe Ratio (1.02 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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