Artisan International Small-Mid Fund (ARTJX)
The investment seeks maximum long-term capital growth. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in common stocks and other securities of small- and mid-cap companies. Under normal market conditions, it will invest at least 65% of its total assets at market value at the time of purchase in securities of non-U.S. companies. The fund invests in developed markets and emerging and less developed markets.
Fund Info
US04314H8088
04314H808
Dec 20, 2001
$1,000
Mid-Cap
Growth
Expense Ratio
ARTJX has a high expense ratio of 1.28%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Artisan International Small-Mid Fund (ARTJX) returned 9.30% year-to-date (YTD) and 8.82% over the past 12 months. Over the past 10 years, ARTJX returned 4.74% annually, underperforming the S&P 500 benchmark at 10.84%.
ARTJX
9.30%
6.26%
5.18%
8.82%
5.25%
5.64%
4.74%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of ARTJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.22% | -1.70% | -2.88% | 4.99% | 5.66% | 9.30% | |||||||
| 2024 | -1.27% | 2.40% | 2.63% | -6.46% | 3.99% | -0.97% | 4.68% | 1.49% | 1.09% | -5.33% | 2.90% | -4.84% | -0.50% |
| 2023 | 6.99% | -2.22% | 2.88% | -1.97% | -0.73% | 3.55% | 2.25% | -4.28% | -6.10% | -8.36% | 12.35% | 8.18% | 11.03% |
| 2022 | -10.36% | -2.89% | 0.22% | -8.12% | -1.58% | -8.42% | 8.32% | -4.87% | -8.79% | 6.04% | 8.30% | -2.26% | -23.77% |
| 2021 | -1.43% | 2.00% | -1.96% | 5.64% | -0.33% | 1.94% | 0.14% | 2.79% | -4.20% | 1.56% | -5.12% | 3.07% | 3.63% |
| 2020 | -1.82% | -7.29% | -13.66% | 11.27% | 10.28% | 3.38% | 5.36% | 6.26% | 1.11% | -2.77% | 13.06% | 7.23% | 33.00% |
| 2019 | 9.12% | 4.14% | 1.32% | 5.15% | -2.12% | 3.89% | -0.94% | -2.11% | 0.96% | 4.63% | 4.09% | 3.78% | 36.25% |
| 2018 | 5.07% | -5.03% | 1.91% | 0.51% | -0.85% | -1.58% | 3.47% | -0.00% | -1.51% | -10.48% | -4.07% | -5.99% | -17.94% |
| 2017 | 2.83% | 0.79% | 2.19% | 5.29% | 4.53% | -0.87% | 5.90% | -1.36% | 3.31% | 2.11% | 1.86% | 2.94% | 33.50% |
| 2016 | -6.92% | -3.92% | 5.01% | 1.50% | 1.91% | -5.98% | 4.36% | -1.22% | 2.02% | -5.74% | -5.98% | 2.33% | -12.89% |
| 2015 | -0.22% | 3.70% | 1.25% | 10.79% | -0.58% | -3.01% | -3.26% | -4.07% | 0.17% | 6.38% | 0.66% | -0.33% | 11.05% |
| 2014 | -2.14% | 8.53% | -3.58% | -1.98% | 1.88% | -0.18% | -6.05% | -0.46% | -5.92% | 0.49% | 0.40% | -2.81% | -11.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTJX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Artisan International Small-Mid Fund provided a 0.81% dividend yield over the last twelve months, with an annual payout of $0.15 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.15 | $0.15 | $0.00 | $0.00 | $0.58 | $0.11 | $0.02 | $8.27 | $3.17 | $1.20 | $0.81 | $1.38 |
Dividend yield | 0.81% | 0.89% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% | 6.14% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan International Small-Mid 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.27 | $0.00 | $8.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.17 | $0.00 | $3.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $1.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.81 |
| 2014 | $1.38 | $0.00 | $1.38 |
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 Small-Mid 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 Small-Mid Fund was 64.43%, occurring on Nov 20, 2008. Recovery took 1077 trading sessions.
The current Artisan International Small-Mid Fund drawdown is 13.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.43% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1077 | Mar 7, 2013 | 1343 |
| -37.04% | Sep 3, 2021 | 267 | Sep 26, 2022 | — | — | — |
| -34.27% | Jan 23, 2020 | 39 | Mar 18, 2020 | 67 | Jun 23, 2020 | 106 |
| -25.63% | Feb 2, 2018 | 225 | Dec 24, 2018 | 232 | Nov 25, 2019 | 457 |
| -22.66% | Mar 7, 2014 | 693 | Dec 2, 2016 | 214 | Oct 10, 2017 | 907 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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