ARTGX vs. ARTRX
Compare and contrast key facts about Artisan Global Value Fund (ARTGX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTGX is managed by Artisan. It was launched on Dec 9, 2007. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTGX vs. ARTRX - Performance Comparison
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ARTGX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | -4.90% | 34.03% | 10.66% | 26.57% | -13.56% | 15.60% | 6.48% | 23.78% | -13.09% | 21.59% |
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, ARTGX achieves a -4.90% return, which is significantly higher than ARTRX's -7.40% return. Both investments have delivered pretty close results over the past 10 years, with ARTGX having a 10.44% annualized return and ARTRX not far behind at 10.27%.
ARTGX
- 1D
- 0.60%
- 1M
- -9.21%
- YTD
- -4.90%
- 6M
- 1.95%
- 1Y
- 16.95%
- 3Y*
- 17.59%
- 5Y*
- 10.26%
- 10Y*
- 10.44%
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
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ARTGX vs. ARTRX - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTGX vs. ARTRX — Risk / Return Rank
ARTGX
ARTRX
ARTGX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Artisan Global Opportunities Fund Class I (ARTRX). 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.
| ARTGX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.30 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.53 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.07 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.24 | +1.25 |
Martin ratioReturn relative to average drawdown | 5.94 | 0.73 | +5.22 |
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
| ARTGX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.30 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.14 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.49 | -0.01 |
Correlation
The correlation between ARTGX and ARTRX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARTGX vs. ARTRX - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 4.82%, more than ARTRX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | 4.82% | 4.58% | 5.38% | 2.87% | 3.68% | 9.38% | 0.05% | 1.29% | 6.35% | 2.01% | 2.66% | 5.95% |
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
ARTGX vs. ARTRX - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTGX and ARTRX.
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Drawdown Indicators
| ARTGX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -46.00% | -3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -12.71% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.74% | -38.37% | +11.63% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -38.37% | -1.53% |
Current DrawdownCurrent decline from peak | -9.64% | -12.71% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -8.30% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 4.25% | -1.71% |
Volatility
ARTGX vs. ARTRX - Volatility Comparison
The current volatility for Artisan Global Value Fund (ARTGX) is 4.26%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 5.29%. This indicates that ARTGX experiences smaller price fluctuations and is considered to be less risky than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTGX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 5.29% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 10.66% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.78% | 17.40% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 19.66% | -5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 18.93% | -1.68% |