- 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 2.8% since the beginning of the year. ARTJX is currently trading at $20 per share. Investors who bought $1,000 worth of ARTJX shares 5 years ago would now be looking at an investment worth $1,014.
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Returns By Period
Artisan International Small-Mid Fund (ARTJX) has returned 2.77% so far this year and 11.10% over the past 12 months. Over the last ten years, ARTJX has returned 6.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Artisan International Small-Mid Fund
- 1D
- 0.36%
- 1M
- -1.70%
- YTD
- 2.77%
- 6M
- 2.08%
- 1Y
- 11.10%
- 3Y*
- 6.46%
- 5Y*
- 0.27%
- 10Y*
- 6.79%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
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 +0.93%. 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% | -3.53% | 2.77% | ||||||
| 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 4.50%, 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 95.13% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.50% 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
- 4.50%
- Beta
- 0.69
- R²
- 0.55
- Upside Capture
- 103.46%
- Downside Capture
- 95.13%
Expense Ratio
ARTJX has a high expense ratio of 1.28%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTJX ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by 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 | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.78 | -1.75 |
| Martin ratioReturn relative to average drawdown | 3.64 | 12.44 | -8.80 |
Dividends
Dividend History
Artisan International Small-Mid Fund provided a 5.44% 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 | 5.44% | 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 | ||||||
| 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 4.62%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -64.43%Nov 2008 | 1y 20d | 4y 3mo | 5y 4moNov 2007 - Mar 2013 |
Bear market2022 | -37.04%Sep 2022 | 1y 23d | — | 4y 9moSep 2021 - now |
COVID crash2020 | -34.27%Mar 2020 | 1mo 25d | 3mo 7d | 5mo 2dJan 2020 - Jun 2020 |
Rate-hike selloffLate 2018 | -25.63%Dec 2018 | 10mo 25d | 11mo 6d | 1y 9moFeb 2018 - Nov 2019 |
2016 bear market2016 | -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 | -20.11% | -18.90% | -1.21% |
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 | -4.62% | -1.80% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -10.71% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.03% | +0.84% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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