TBHDX vs. ARTHX
Compare and contrast key facts about Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) and Artisan Global Equity Fund (ARTHX).
TBHDX is managed by Tweedy, Browne. It was launched on Sep 4, 2007. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
TBHDX vs. ARTHX - Performance Comparison
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TBHDX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund | -1.65% | 21.81% | 0.20% | 12.36% | -12.11% | 11.65% | -4.40% | 18.60% | -5.83% | 17.26% |
ARTHX Artisan Global Equity Fund | 1.43% | 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, TBHDX achieves a -1.65% return, which is significantly lower than ARTHX's 1.43% return. Over the past 10 years, TBHDX has underperformed ARTHX with an annualized return of 5.94%, while ARTHX has yielded a comparatively higher 13.54% annualized return.
TBHDX
- 1D
- 1.88%
- 1M
- -8.45%
- YTD
- -1.65%
- 6M
- 0.76%
- 1Y
- 11.53%
- 3Y*
- 8.67%
- 5Y*
- 4.60%
- 10Y*
- 5.94%
ARTHX
- 1D
- 1.11%
- 1M
- -7.91%
- YTD
- 1.43%
- 6M
- 2.50%
- 1Y
- 36.60%
- 3Y*
- 22.55%
- 5Y*
- 9.80%
- 10Y*
- 13.54%
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TBHDX vs. ARTHX - Expense Ratio Comparison
TBHDX has a 1.38% expense ratio, which is higher than ARTHX's 1.28% expense ratio.
Return for Risk
TBHDX vs. ARTHX — Risk / Return Rank
TBHDX
ARTHX
TBHDX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) 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.
| TBHDX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 2.35 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.25 | 3.00 | -1.75 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.46 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 3.28 | -2.45 |
Martin ratioReturn relative to average drawdown | 3.04 | 14.04 | -10.99 |
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
| TBHDX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 2.35 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.56 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.78 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.72 | -0.44 |
Correlation
The correlation between TBHDX and ARTHX is 0.69, 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.
Dividends
TBHDX vs. ARTHX - Dividend Comparison
TBHDX's dividend yield for the trailing twelve months is around 8.49%, less than ARTHX's 23.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund | 8.49% | 8.35% | 6.54% | 3.73% | 9.81% | 23.53% | 8.39% | 11.76% | 22.82% | 0.94% | 4.35% | 12.96% |
ARTHX Artisan Global Equity Fund | 23.06% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
TBHDX vs. ARTHX - Drawdown Comparison
The maximum TBHDX drawdown since its inception was -47.42%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for TBHDX and ARTHX.
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Drawdown Indicators
| TBHDX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.42% | -37.42% | -10.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -10.30% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -26.94% | -37.42% | +10.48% |
Max Drawdown (10Y)Largest decline over 10 years | -33.57% | -37.42% | +3.85% |
Current DrawdownCurrent decline from peak | -10.11% | -9.16% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -7.19% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.44% | +0.85% |
Volatility
TBHDX vs. ARTHX - Volatility Comparison
The current volatility for Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) is 5.15%, while Artisan Global Equity Fund (ARTHX) has a volatility of 6.09%. This indicates that TBHDX experiences smaller price fluctuations and is considered to be less risky 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
| TBHDX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 6.09% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 10.40% | -2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.69% | 16.18% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.27% | 17.54% | -5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.80% | 17.50% | -3.70% |