APDFX vs. ARTMX
Compare and contrast key facts about Artisan High Income Fund Advisor Class (APDFX) and Artisan Mid Cap Fund (ARTMX).
APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014. ARTMX is managed by Artisan. It was launched on Jun 27, 1997.
Performance
APDFX vs. ARTMX - Performance Comparison
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APDFX vs. ARTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | -1.52% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 9.67% | 14.84% | -1.40% | 9.01% |
ARTMX Artisan Mid Cap Fund | -5.90% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
Returns By Period
In the year-to-date period, APDFX achieves a -1.52% return, which is significantly higher than ARTMX's -5.90% return. Over the past 10 years, APDFX has underperformed ARTMX with an annualized return of 6.74%, while ARTMX has yielded a comparatively higher 10.61% annualized return.
APDFX
- 1D
- 0.45%
- 1M
- -1.54%
- YTD
- -1.52%
- 6M
- -0.55%
- 1Y
- 5.38%
- 3Y*
- 8.56%
- 5Y*
- 4.05%
- 10Y*
- 6.74%
ARTMX
- 1D
- 4.23%
- 1M
- -7.54%
- YTD
- -5.90%
- 6M
- -6.36%
- 1Y
- 16.45%
- 3Y*
- 10.08%
- 5Y*
- 0.89%
- 10Y*
- 10.61%
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APDFX vs. ARTMX - Expense Ratio Comparison
APDFX has a 0.80% expense ratio, which is lower than ARTMX's 1.18% expense ratio.
Return for Risk
APDFX vs. ARTMX — Risk / Return Rank
APDFX
ARTMX
APDFX vs. ARTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Advisor Class (APDFX) and Artisan Mid Cap Fund (ARTMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APDFX | ARTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.78 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.23 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.16 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.04 | +1.04 |
Martin ratioReturn relative to average drawdown | 7.85 | 3.87 | +3.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APDFX | ARTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.78 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.04 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.29 | 0.47 | +0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.50 | +0.61 |
Correlation
The correlation between APDFX and ARTMX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
APDFX vs. ARTMX - Dividend Comparison
APDFX's dividend yield for the trailing twelve months is around 6.50%, less than ARTMX's 20.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | 6.50% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
ARTMX Artisan Mid Cap Fund | 20.55% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
Drawdowns
APDFX vs. ARTMX - Drawdown Comparison
The maximum APDFX drawdown since its inception was -21.52%, smaller than the maximum ARTMX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for APDFX and ARTMX.
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Drawdown Indicators
| APDFX | ARTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.52% | -57.80% | +36.28% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -13.32% | +10.56% |
Max Drawdown (5Y)Largest decline over 5 years | -14.64% | -43.73% | +29.09% |
Max Drawdown (10Y)Largest decline over 10 years | -21.52% | -43.73% | +22.21% |
Current DrawdownCurrent decline from peak | -2.20% | -13.29% | +11.09% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -12.03% | +9.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 3.57% | -2.84% |
Volatility
APDFX vs. ARTMX - Volatility Comparison
The current volatility for Artisan High Income Fund Advisor Class (APDFX) is 1.20%, while Artisan Mid Cap Fund (ARTMX) has a volatility of 8.11%. This indicates that APDFX experiences smaller price fluctuations and is considered to be less risky than ARTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDFX | ARTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 8.11% | -6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 13.38% | -11.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 21.62% | -18.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 24.12% | -19.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.25% | 22.46% | -17.21% |