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
| ISIN | US04314H8088 |
|---|---|
| CUSIP | 04314H808 |
| Issuer | Artisan Partners Funds |
| Inception Date | Dec 20, 2001 |
| Category | Foreign Small & Mid Cap Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The Artisan International Small-Mid Fund has a high expense ratio of 1.28%, indicating higher-than-average management fees.
Share Price Chart
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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 -3.64% year-to-date (YTD) and -0.12% in the last 12 months. Over the past 10 years, Artisan International Small-Mid Fund had an annualized return of 3.59%, while the S&P 500 had an annualized return of 10.42%, indicating that Artisan International Small-Mid Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.64% | 5.05% |
| 1 month | -7.02% | -4.27% |
| 6 months | 16.47% | 18.82% |
| 1 year | -0.12% | 21.22% |
| 5 years (annualized) | 5.12% | 11.38% |
| 10 years (annualized) | 3.59% | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.27% | 2.40% | 2.63% | |||||||||
| 2023 | -6.10% | -8.36% | 12.35% | 8.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Artisan International Small-Mid Fund(ARTJX)
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 granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.58 | $0.11 | $0.02 | $8.27 | $3.17 | $1.20 | $0.81 | $1.38 | $1.73 |
Dividend yield | 0.00% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% | 6.14% | 6.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $0.00 |
| 2013 | $1.73 | $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 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 1076 trading sessions.
The current Artisan International Small-Mid Fund drawdown is 23.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.43% | Nov 1, 2007 | 267 | Nov 20, 2008 | 1076 | Mar 7, 2013 | 1343 |
| -37.04% | Sep 3, 2021 | 279 | Oct 12, 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 current Artisan International Small-Mid Fund volatility is 3.55%, 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.