ARTHX vs. JAVA

In the year-to-date period, ARTHX achieves a 15.25% return, which is significantly higher than JAVA's -1.12% return.

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ARTHX has a 1.28% expense ratio, which is higher than JAVA's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and JPMorgan Active Value ETF (JAVA). 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.

The current ARTHX Sharpe Ratio is 0.55, which is comparable to the JAVA Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of ARTHX and JAVA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTHX's dividend yield for the trailing twelve months is around 0.69%, less than JAVA's 1.48% yield.

The maximum ARTHX drawdown since its inception was -46.92%, which is greater than JAVA's maximum drawdown of -16.54%. Use the drawdown chart below to compare losses from any high point for ARTHX and JAVA. For additional features, visit the drawdowns tool.

The current volatility for Artisan Global Equity Fund (ARTHX) is 5.61%, while JPMorgan Active Value ETF (JAVA) has a volatility of 8.21%. This indicates that ARTHX experiences smaller price fluctuations and is considered to be less risky than JAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.