WCMIX vs. ARTKX

In the year-to-date period, WCMIX achieves a 12.04% return, which is significantly higher than ARTKX's 8.69% return. Over the past 10 years, WCMIX has outperformed ARTKX with an annualized return of 8.03%, while ARTKX has yielded a comparatively lower 7.58% annualized return.

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WCMIX has a 1.04% expense ratio, which is lower than ARTKX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) 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.

The current WCMIX Sharpe Ratio is 1.23, which is comparable to the ARTKX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of WCMIX and ARTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WCMIX has not paid dividends to shareholders, while ARTKX's dividend yield for the trailing twelve months is around 1.79%.

The maximum WCMIX drawdown since its inception was -42.39%, smaller than the maximum ARTKX drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for WCMIX and ARTKX. For additional features, visit the drawdowns tool.

WCM Focused International Growth Fund (WCMIX) has a higher volatility of 3.66% compared to Artisan International Value Fund (ARTKX) at 2.80%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.