ARTHX vs. MOOD

Last updated Apr 2, 2026

Compare and contrast key facts about Artisan Global Equity Fund (ARTHX) and Relative Sentiment Tactical Allocation ETF (MOOD).

ARTHX is managed by Artisan. It was launched on Mar 28, 2010. MOOD is an actively managed fund by Relative Sentiment. It was launched on May 18, 2022.

Performance

ARTHX vs. MOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Global Equity Fund (ARTHX) and Relative Sentiment Tactical Allocation ETF (MOOD). The values are adjusted to include any dividend payments, if applicable.

ARTHX vs. MOOD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ARTHX Artisan Global Equity Fund	1.43%	45.58%	16.80%	11.89%	4.01%
MOOD Relative Sentiment Tactical Allocation ETF	6.93%	30.39%	12.53%	12.56%	-2.90%

Returns By Period

In the year-to-date period, ARTHX achieves a 1.43% return, which is significantly lower than MOOD's 6.93% return.

ARTHX

• 1D: 1.11%
• 1M: -7.91%
• YTD: 1.43%
• 6M: 2.50%
• 1Y: 36.60%
• 3Y*: 22.55%
• 5Y*: 9.80%
• 10Y*: 13.54%

MOOD

• 1D: 0.20%
• 1M: -5.74%
• YTD: 6.93%
• 6M: 13.11%
• 1Y: 32.14%
• 3Y*: 18.57%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTHX vs. MOOD - Expense Ratio Comparison

ARTHX has a 1.28% expense ratio, which is higher than MOOD's 0.68% expense ratio.

ARTHX

Artisan Global Equity Fund

MOOD

Relative Sentiment Tactical Allocation ETF

Return for Risk

ARTHX vs. MOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTHX

ARTHX Risk / Return Rank: 94
ARTHX Sharpe Ratio Rank: 96
ARTHX Sortino Ratio Rank: 94
ARTHX Omega Ratio Rank: 93
ARTHX Calmar Ratio Rank: 95
ARTHX Martin Ratio Rank: 95

MOOD

MOOD Risk / Return Rank: 92
MOOD Sharpe Ratio Rank: 93
MOOD Sortino Ratio Rank: 91
MOOD Omega Ratio Rank: 94
MOOD Calmar Ratio Rank: 91
MOOD Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTHX vs. MOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and Relative Sentiment Tactical Allocation ETF (MOOD). 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.

	ARTHX	MOOD	Difference
Sharpe ratio Return per unit of total volatility	2.35	2.26	+0.09
Sortino ratio Return per unit of downside risk	3.00	2.70	+0.30
Omega ratio Gain probability vs. loss probability	1.46	1.45	+0.01
Calmar ratio Return relative to maximum drawdown	3.28	3.32	-0.04
Martin ratio Return relative to average drawdown	14.04	11.81	+2.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTHX vs. MOOD - Sharpe Ratio Comparison

The current ARTHX Sharpe Ratio is 2.35, which is comparable to the MOOD Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of ARTHX and MOOD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARTHX	MOOD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.35	2.26	+0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	1.24	-0.52

Correlation

The correlation between ARTHX and MOOD is 0.75, 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

ARTHX vs. MOOD - Dividend Comparison

ARTHX's dividend yield for the trailing twelve months is around 23.06%, more than MOOD's 0.38% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARTHX Artisan Global Equity Fund	23.06%	23.39%	11.32%	0.89%	0.88%	18.02%	11.98%	8.76%	18.13%	0.66%	0.00%	2.17%
MOOD Relative Sentiment Tactical Allocation ETF	0.38%	0.40%	1.33%	1.34%	1.43%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

ARTHX vs. MOOD - Drawdown Comparison

The maximum ARTHX drawdown since its inception was -37.42%, which is greater than MOOD's maximum drawdown of -14.34%. Use the drawdown chart below to compare losses from any high point for ARTHX and MOOD.

Drawdown Indicators

	ARTHX	MOOD	Difference
Max Drawdown Largest peak-to-trough decline	-37.42%	-14.34%	-23.08%
Max Drawdown (1Y) Largest decline over 1 year	-10.30%	-9.71%	-0.59%
Max Drawdown (5Y) Largest decline over 5 years	-37.42%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.42%	—	—
Current Drawdown Current decline from peak	-9.16%	-7.10%	-2.06%
Average Drawdown Average peak-to-trough decline	-7.19%	-2.27%	-4.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	2.73%	-0.29%

Volatility

ARTHX vs. MOOD - Volatility Comparison

Artisan Global Equity Fund (ARTHX) has a higher volatility of 6.09% compared to Relative Sentiment Tactical Allocation ETF (MOOD) at 4.42%. This indicates that ARTHX's price experiences larger fluctuations and is considered to be riskier than MOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTHX	MOOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.09%	4.42%	+1.67%
Volatility (6M) Calculated over the trailing 6-month period	10.40%	13.00%	-2.60%
Volatility (1Y) Calculated over the trailing 1-year period	16.18%	14.26%	+1.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.54%	12.17%	+5.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.50%	12.17%	+5.33%