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ISIN
US04314H2461
Issuer
Artisan
Inception Date
May 15, 2022
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

ARHBX Performance Chart

Artisan International Explorer Fund (ARHBX) is up 22.6% since the beginning of the year. ARHBX is currently trading at $16 per share.


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S&P 500 Index

Returns By Period

Artisan International Explorer Fund (ARHBX) has returned 22.55% so far this year and 26.72% over the past 12 months.


Artisan International Explorer Fund

1D
-2.20%
1M
4.72%
YTD
22.55%
6M
24.61%
1Y
26.72%
3Y*
18.86%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARHBX Monthly Returns History

Based on dividend-adjusted daily data since May 16, 2022, ARHBX's average daily return is +0.06%, while the average monthly return is +1.34%. At this rate, an investment would double in approximately 4.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +12.1%, while the worst month was Sep 2022 at -11.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ARHBX closed higher 52% of trading days. The best single day was Apr 8, 2026 with a return of +3.6%, while the worst single day was Jun 14, 2022 at -4.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.14%3.28%-5.16%12.06%6.38%-0.19%22.55%
20253.37%-0.73%3.20%2.71%4.57%4.67%-3.12%2.56%0.57%-3.19%0.59%2.13%18.32%
2024-0.35%-0.26%5.00%-1.25%7.86%-3.84%2.12%1.20%-0.71%-0.79%2.68%-3.03%8.34%
202310.19%2.43%1.55%-1.53%-1.37%2.31%0.54%-2.34%-3.59%-6.20%9.43%9.02%20.65%
20224.30%-5.56%3.65%-3.53%-11.78%4.72%8.42%-1.32%-2.64%

Benchmark Metrics

Artisan International Explorer Fund has an annualized alpha of 7.30%, beta of 0.54, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since May 17, 2022.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (70.25%) than losses (58.11%) - typical of diversified or defensive assets.
  • Beta of 0.54 may look defensive, but with R2 of 0.39 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.39 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
7.30%
Beta
0.54
0.39
Upside Capture
70.25%
Downside Capture
58.11%

Expense Ratio

ARHBX has a high expense ratio of 1.35%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ARHBX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


ARHBX Risk / Return Rank: 4545
Overall Rank
ARHBX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ARHBX Sortino Ratio Rank: 4242
Sortino Ratio Rank
ARHBX Omega Ratio Rank: 4242
Omega Ratio Rank
ARHBX Calmar Ratio Rank: 6060
Calmar Ratio Rank
ARHBX Martin Ratio Rank: 4040
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Artisan International Explorer Fund (ARHBX) and compare them to S&P 500 Index.


ARHBXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.52

Omega ratioGain probability vs. loss probability

1.33

1.41

-0.08

Calmar ratioReturn relative to maximum drawdown

2.87

2.98

-0.11

Martin ratioReturn relative to average drawdown

8.32

13.78

-5.45

Dividends

Dividend History

Artisan International Explorer Fund provided a 6.07% dividend yield over the last twelve months, with an annual payout of $0.97 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.97$0.97$0.58$0.23$0.02

Dividend yield

6.07%7.44%4.86%1.97%0.16%

Monthly Dividends

The table displays the monthly dividend distributions for Artisan International Explorer Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.97$0.97
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.58
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.00$0.23
2022$0.02$0.00$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Artisan International Explorer Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artisan International Explorer Fund was 18.10%, occurring on Sep 30, 2022. Recovery took 77 trading sessions.

The current Artisan International Explorer Fund drawdown is 2.20%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-18.10%Sep 2022
1mo 16d3mo 25d
5mo 11dAug 2022 - Jan 2023
2023 correction2023
-14.20%Oct 2023
3mo 14d1mo 19d
5mo 3dJul 2023 - Dec 2023
2025 selloff2025
-11.46%Apr 2025
19d1mo 4d
1mo 23dMar 2025 - May 2025
Bear market2022
-10.10%Jul 2022
1mo 11d29d
2mo 10dJun 2022 - Aug 2022
2025 pullback2025
-9.51%Nov 2025
2mo 27d1mo 20d
4mo 17dAug 2025 - Jan 2026

Drawdown Indicators


ARHBXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.10%

-56.78%

+38.68%

Max Drawdown (1Y)

Largest decline over 1 year

-9.51%

-9.10%

-0.41%

Max Drawdown (3Y)

Largest decline over 3 years

-14.20%

-18.90%

+4.70%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.20%

-0.33%

-1.87%

Average Drawdown

Average peak-to-trough decline

-3.53%

-10.72%

+7.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.27%

1.97%

+1.30%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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