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ISIN
US04314H2040
CUSIP
04314H204
Issuer
Artisan
Inception Date
Dec 27, 1995
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

ARTIX Performance Chart

Artisan International Fund (ARTIX) is up 14.7% since the beginning of the year. ARTIX is currently trading at $34 per share. Investors who bought $1,000 worth of ARTIX shares 5 years ago would now be looking at an investment worth $1,635.


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S&P 500 Index

Returns By Period

Artisan International Fund (ARTIX) has returned 14.67% so far this year and 25.23% over the past 12 months. Over the last ten years, ARTIX has returned 10.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Artisan International Fund

1D
0.03%
1M
-0.35%
YTD
14.67%
6M
15.29%
1Y
25.23%
3Y*
21.63%
5Y*
10.33%
10Y*
10.09%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTIX Monthly Returns History

Based on dividend-adjusted daily data since May 22, 1996, ARTIX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +21.5%, while the worst month was Oct 2008 at -23.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ARTIX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Mar 12, 2020 at -10.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.18%4.36%-7.94%10.66%-1.27%0.06%14.67%
20255.37%4.33%-0.57%5.22%5.64%5.00%0.58%0.87%3.52%0.06%-1.44%3.08%36.21%
20240.71%4.41%4.43%-4.38%4.30%-1.16%3.41%2.60%-0.23%-1.76%1.26%-2.97%10.59%
20238.74%-3.23%2.90%0.70%-4.37%4.77%1.23%-0.98%-5.04%-1.89%7.38%4.32%14.27%
2022-5.54%-7.61%-0.15%-7.34%2.15%-8.63%4.05%-4.64%-8.16%8.74%10.73%-2.69%-19.54%
2021-0.98%-0.09%1.37%3.92%3.08%-1.10%1.25%3.04%-4.43%3.63%-6.09%5.61%8.87%

Benchmark Metrics

Artisan International Fund has an annualized alpha of 3.08%, beta of 0.73, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since May 22, 1996.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.51%) than losses (93.69%) - typical of diversified or defensive assets.
  • This fund generated an annualized alpha of 3.08% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
3.08%
Beta
0.73
0.55
Upside Capture
95.51%
Downside Capture
93.69%

Expense Ratio

ARTIX has a high expense ratio of 1.19%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ARTIX 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.


ARTIX Risk / Return Rank: 4545
Overall Rank
ARTIX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ARTIX Sortino Ratio Rank: 4242
Sortino Ratio Rank
ARTIX Omega Ratio Rank: 4141
Omega Ratio Rank
ARTIX Calmar Ratio Rank: 5454
Calmar Ratio Rank
ARTIX Martin Ratio Rank: 4444
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 Fund (ARTIX) and compare them to S&P 500 Index.

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.


ARTIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.28

Sortino ratioReturn per unit of downside risk

-0.22

Omega ratioGain probability vs. loss probability

1.32

1.37

-0.05

Calmar ratioReturn relative to maximum drawdown

2.69

2.78

-0.09

Martin ratioReturn relative to average drawdown

8.84

12.44

-3.60

Dividends

Dividend History

Artisan International Fund provided a 19.64% dividend yield over the last twelve months, with an annual payout of $6.73 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.73$6.73$2.76$0.48$0.61$7.12$1.12$1.74$2.64$0.22$0.30$0.13

Dividend yield

19.64%22.52%10.24%1.79%2.54%23.35%3.23%5.24%9.73%0.67%1.17%0.45%

Monthly Dividends

The table displays the monthly dividend distributions for Artisan International 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$6.73$6.73
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.76$2.76
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48$0.48
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61$0.00$0.61
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.12$0.00$7.12

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 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 Fund was 61.18%, occurring on Mar 9, 2009. Recovery took 1141 trading sessions.

The current Artisan International Fund drawdown is 4.28%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.18%Mar 2009
1y 4mo4y 6mo
5y 10moNov 2007 - Sep 2013
2003 bear market2003
-60.69%Mar 2003
2y 12mo3y 1mo
6y 1moMar 2000 - May 2006
1998 bear market1998
-34.48%Oct 1998
2mo 19d3mo 26d
6mo 15dJul 1998 - Feb 1999
Bear market2022
-33.88%Sep 2022
1y 24d1y 9mo
2y 10moSep 2021 - Jul 2024
COVID crash2020
-33.43%Mar 2020
1mo 5d5mo 18d
6mo 23dFeb 2020 - Sep 2020

Drawdown Indicators


ARTIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.18%

-56.78%

-4.40%

Max Drawdown (1Y)

Largest decline over 1 year

-9.78%

-9.10%

-0.68%

Max Drawdown (3Y)

Largest decline over 3 years

-13.39%

-18.90%

+5.51%

Max Drawdown (5Y)

Largest decline over 5 years

-33.88%

-25.43%

-8.45%

Max Drawdown (10Y)

Largest decline over 10 years

-33.88%

-33.92%

+0.04%

Current Drawdown

Current decline from peak

-4.28%

-1.80%

-2.48%

Average Drawdown

Average peak-to-trough decline

-16.08%

-10.71%

-5.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

2.03%

+0.94%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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