Artisan International Small-Mid Fund (ARTJX)

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The chart shows the growth of an initial investment of $10,000 in Artisan International Small-Mid Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Artisan International Small-Mid Fund (ARTJX) has returned -5.96% so far this year and 12.89% over the past 12 months. Over the last ten years, ARTJX has returned 5.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 21, 2001, ARTJX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2009 with a return of +16.6%, while the worst month was Oct 2008 at -24.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ARTJX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.5%, while the worst single day was Mar 12, 2020 at -10.0%.

Artisan International Small-Mid Fund has an annualized alpha of 4.68%, beta of 0.69, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since December 24, 2001.

• This fund captured 104.85% of S&P 500 Index gains but only 94.73% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 4.68% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.69 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

ARTJX has a high expense ratio of 1.28%, indicating above-average management fees.

ARTJX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and compare them to a chosen benchmark (S&P 500 Index).

Artisan International Small-Mid Fund provided a 5.95% dividend yield over the last twelve months, with an annual payout of $1.07 per share.

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.

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.

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 1078 trading sessions.

The current Artisan International Small-Mid Fund drawdown is 12.71%.

The chart below shows the rolling one-month volatility.