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 higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Artisan International Small-Mid Fund had a return of 3.80% year-to-date (YTD) and 0.91% in the last 12 months. Over the past 10 years, Artisan International Small-Mid Fund had an annualized return of -2.49%, while the S&P 500 had an annualized return of 11.04%, indicating that Artisan International Small-Mid Fund did not perform as well as the benchmark.
ARTJX
3.80%
2.07%
-3.95%
0.91%
3.08%
-2.49%
^GSPC (Benchmark)
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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% | 3.80% | |||||||||||
| 2024 | -1.27% | 2.40% | 2.63% | -6.46% | 3.99% | -0.97% | 4.68% | 1.49% | 1.09% | -5.33% | 2.90% | -5.63% | -1.33% |
| 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% | 1.95% | 0.14% | 2.79% | -4.20% | 1.56% | -7.71% | 3.07% | 0.79% |
| 2020 | -1.82% | -7.29% | -13.66% | 11.27% | 10.28% | 3.38% | 5.36% | 6.26% | 1.11% | -2.77% | 13.07% | 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% | 36.26% |
| 2018 | 5.07% | -5.03% | 1.91% | 0.51% | -0.85% | -1.58% | 3.47% | 0.00% | -1.51% | -10.48% | -42.84% | -6.00% | -51.10% |
| 2017 | 2.83% | 0.79% | 2.19% | 5.29% | 4.53% | -0.87% | 5.90% | -1.36% | 3.31% | 2.11% | -11.03% | 2.94% | 16.62% |
| 2016 | -6.92% | -3.92% | 5.01% | 1.50% | 1.91% | -5.98% | 4.36% | -1.22% | 2.03% | -5.74% | -11.40% | 2.33% | -17.91% |
| 2015 | -0.22% | 3.70% | 1.25% | 10.79% | -0.58% | -3.01% | -3.26% | -4.07% | 0.17% | 6.38% | -2.53% | -0.33% | 7.53% |
| 2014 | -2.14% | 8.53% | -3.58% | -1.98% | 1.88% | -0.18% | -6.05% | -0.46% | -5.92% | 0.49% | -5.36% | -2.81% | -17.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTJX is 10, meaning it’s performing worse than 90% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Artisan International Small-Mid Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.02 | $0.00 | $0.00 | $0.00 | $0.03 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.54% | 0.14% | 0.00% | 0.00% | 0.00% | 0.13% |
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 | ||||||||||
| 2024 | $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 |
| 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 | $0.00 | $0.00 | $0.00 |
| 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 | $0.00 | $0.00 | $0.00 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.03 | $0.00 | $0.03 |
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.
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 69.13%, occurring on Nov 20, 2008. Recovery took 1318 trading sessions.
The current Artisan International Small-Mid Fund drawdown is 38.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.13% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1318 | Feb 20, 2014 | 1584 |
| -64.08% | Mar 7, 2014 | 1519 | Mar 18, 2020 | — | — | — |
| -21.85% | May 11, 2006 | 23 | Jun 13, 2006 | 121 | Dec 5, 2006 | 144 |
| -21.5% | May 20, 2002 | 100 | Oct 10, 2002 | 145 | May 9, 2003 | 245 |
| -16.21% | Dec 19, 2006 | 14 | Jan 10, 2007 | 119 | Jul 2, 2007 | 133 |
Volatility
Volatility Chart
The current Artisan International Small-Mid Fund volatility is 3.83%, 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.