Artisan International Fund (ARTIX)
The investment seeks maximum long-term capital growth. The fund invests primarily in developed markets but also may invest up to 35% of the fund's total assets at market value at the time of purchase in emerging and less developed markets. Under normal market conditions, it is substantially fully invested in common stocks and similar securities, and invests at least 65% of its net assets at market value at the time of purchase in securities of non-U.S. companies.
Fund Info
ISIN | US04314H2040 |
---|---|
CUSIP | 04314H204 |
Issuer | Artisan Partners Funds |
Inception Date | Dec 27, 1995 |
Category | Foreign Large Cap Equities |
Min. Investment | $1,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The Artisan International Fund has a high expense ratio of 1.19%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Popular comparisons: ARTIX vs. VOO, ARTIX vs. FTIHX, ARTIX vs. FSPSX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan International Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Artisan International Fund had a return of 10.37% year-to-date (YTD) and 19.32% in the last 12 months. Over the past 10 years, Artisan International Fund had an annualized return of 4.63%, while the S&P 500 had an annualized return of 10.96%, indicating that Artisan International Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.37% | 10.04% |
1 month | 4.74% | 3.53% |
6 months | 21.83% | 22.79% |
1 year | 19.32% | 32.16% |
5 years (annualized) | 6.85% | 13.15% |
10 years (annualized) | 4.63% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.71% | 4.41% | ||||||||||
2023 | -0.98% | -5.04% | -1.89% | 7.38% | 4.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Artisan International Fund (ARTIX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Artisan International Fund | 1.87 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
Artisan International Fund granted a 1.62% dividend yield in the last twelve months. The annual payout for that period amounted to $0.48 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.48 | $0.48 | $0.61 | $7.12 | $1.12 | $1.74 | $2.64 | $0.22 | $0.30 | $0.13 | $0.23 | $0.29 |
Dividend yield | 1.62% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% | 0.76% | 0.96% |
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
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 |
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 |
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 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.74 | $0.00 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $0.00 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 |
2013 | $0.29 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 1140 trading sessions.
The current Artisan International Fund drawdown is 1.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-61.18% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1140 | Sep 18, 2013 | 1478 |
-60.54% | Mar 13, 2000 | 749 | Mar 12, 2003 | 790 | May 2, 2006 | 1539 |
-35.66% | Jul 21, 1998 | 58 | Oct 8, 1998 | 125 | Apr 1, 1999 | 183 |
-33.88% | Sep 3, 2021 | 268 | Sep 27, 2022 | — | — | — |
-33.43% | Feb 12, 2020 | 25 | Mar 18, 2020 | 117 | Sep 2, 2020 | 142 |
Volatility
Volatility Chart
The current Artisan International Fund volatility is 2.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.