- ISIN
- US04314H8088
- CUSIP
- 04314H808
- Issuer
- Artisan
- Inception Date
- Dec 20, 2001
- Category
- Foreign Small & Mid Cap Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ARTJX Performance Chart
Artisan International Small-Mid Fund (ARTJX) is up 7.7% since the beginning of the year. ARTJX is currently trading at $21 per share. Investors who bought $1,000 worth of ARTJX shares 5 years ago would now be looking at an investment worth $1,046.
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Returns By Period
Artisan International Small-Mid Fund (ARTJX) has returned 7.73% so far this year and 14.68% over the past 12 months. Over the last ten years, ARTJX has returned 7.27% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Artisan International Small-Mid Fund
- 1D
- 1.63%
- 1M
- -0.19%
- 6M
- 7.23%
- YTD
- 7.73%
- 1Y
- 14.68%
- 3Y*
- 8.17%
- 5Y*
- 0.91%
- 10Y*
- 7.27%
- ALL TIME*
- 9.99%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
ARTJX Monthly Returns History
Based on dividend-adjusted daily data since Dec 21, 2001, ARTJX's average daily return is +0.04%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.47% | 2.76% | -5.87% | 5.16% | 4.24% | -1.03% | 2.18% | 7.73% | |||||
| 2025 | 3.22% | -1.70% | -2.88% | 4.99% | 5.54% | 4.56% | -2.61% | 3.37% | 0.56% | 1.22% | 0.95% | 0.18% | 18.29% |
| 2024 | -1.27% | 2.40% | 2.63% | -6.46% | 3.99% | -0.97% | 4.68% | 1.49% | 1.09% | -5.33% | 2.90% | -5.13% | -0.80% |
| 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% |
Benchmark Metrics
Artisan International Small-Mid Fund has an annualized alpha of 4.71%, beta of 0.69, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since December 21, 2001.
- This fund captured 103.46% of S&P 500 Index gains but only 94.00% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.71% 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.
- Alpha
- 4.71%
- Beta
- 0.69
- R²
- 0.55
- Upside Capture
- 103.46%
- Downside Capture
- 94.00%
Expense Ratio
ARTJX has a high expense ratio of 1.28%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTJX ranks 26 for risk / return — above 26% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) 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.
| ARTJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.00 | -0.65 |
| Martin ratioReturn relative to average drawdown | 4.65 | 8.49 | -3.84 |
Dividends
Dividend History
Artisan International Small-Mid Fund provided a 5.19% dividend yield over the last twelve months, with an annual payout of $1.07 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.07 | $1.07 | $0.10 | $0.00 | $0.00 | $0.58 | $0.11 | $0.02 | $8.27 | $3.17 | $1.20 | $0.81 |
Dividend yield | 5.19% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $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 | $1.07 | $1.07 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 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 |
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 1078 trading sessions.
The current Artisan International Small-Mid Fund drawdown is 1.34%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-64.43%Nov 2008 | 1y 20d | 4y 3mo | 5y 4moNov 2007 - Mar 2013 | Financial crisis2007–2009 |
-37.04%Sep 2022 | 1y 23d | 3y 9mo | 4y 10moSep 2021 - Jul 2026 | Bear market2022 |
-34.27%Mar 2020 | 1mo 25d | 3mo 7d | 5mo 2dJan 2020 - Jun 2020 | COVID crash2020 |
-25.63%Dec 2018 | 10mo 25d | 11mo 6d | 1y 9moFeb 2018 - Nov 2019 | Rate-hike selloffLate 2018 |
-22.66%Dec 2016 | 2y 9mo | 10mo 12d | 3y 7moMar 2014 - Oct 2017 | — |
Drawdown Indicators
| ARTJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.43% | -56.78% | -7.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -9.10% | -1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -17.50% | -18.90% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -37.04% | -25.43% | -11.61% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -33.92% | -3.12% |
Current DrawdownCurrent decline from peak | -1.34% | -1.58% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -10.70% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.14% | +0.80% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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