ARTIX vs. ARTMX
Compare and contrast key facts about Artisan International Fund (ARTIX) and Artisan Mid Cap Fund (ARTMX).
ARTIX is managed by Artisan. It was launched on Dec 27, 1995. ARTMX is managed by Artisan. It was launched on Jun 27, 1997.
Performance
ARTIX vs. ARTMX - Performance Comparison
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ARTIX vs. ARTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 3.75% | 36.21% | 10.59% | 14.27% | -19.54% | 8.87% | 7.58% | 29.16% | -11.03% | 31.03% |
ARTMX Artisan Mid Cap Fund | -9.72% | 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, ARTIX achieves a 3.75% return, which is significantly higher than ARTMX's -9.72% return. Over the past 10 years, ARTIX has underperformed ARTMX with an annualized return of 9.10%, while ARTMX has yielded a comparatively higher 10.15% annualized return.
ARTIX
- 1D
- -0.58%
- 1M
- -8.94%
- YTD
- 3.75%
- 6M
- 5.47%
- 1Y
- 29.29%
- 3Y*
- 18.15%
- 5Y*
- 9.30%
- 10Y*
- 9.10%
ARTMX
- 1D
- -0.91%
- 1M
- -10.94%
- YTD
- -9.72%
- 6M
- -9.98%
- 1Y
- 12.05%
- 3Y*
- 8.57%
- 5Y*
- 0.49%
- 10Y*
- 10.15%
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ARTIX vs. ARTMX - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than ARTMX's 1.18% expense ratio.
Return for Risk
ARTIX vs. ARTMX — Risk / Return Rank
ARTIX
ARTMX
ARTIX vs. ARTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) 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.
| ARTIX | ARTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.55 | +1.29 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.91 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.12 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.64 | +1.86 |
Martin ratioReturn relative to average drawdown | 10.53 | 2.40 | +8.13 |
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
| ARTIX | ARTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.55 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.02 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.45 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.49 | -0.04 |
Correlation
The correlation between ARTIX and ARTMX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTIX vs. ARTMX - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 21.71%, more than ARTMX's 21.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 21.71% | 22.52% | 10.24% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% |
ARTMX Artisan Mid Cap Fund | 21.42% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
Drawdowns
ARTIX vs. ARTMX - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, which is greater than ARTMX's maximum drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for ARTIX and ARTMX.
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Drawdown Indicators
| ARTIX | ARTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.18% | -57.80% | -3.38% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -13.32% | +3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -33.88% | -43.73% | +9.85% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -43.73% | +9.85% |
Current DrawdownCurrent decline from peak | -9.78% | -16.81% | +7.03% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -12.03% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.65% | -1.06% |
Volatility
ARTIX vs. ARTMX - Volatility Comparison
The current volatility for Artisan International Fund (ARTIX) is 6.04%, while Artisan Mid Cap Fund (ARTMX) has a volatility of 6.65%. This indicates that ARTIX 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
| ARTIX | ARTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.65% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 12.72% | -2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 21.26% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 24.06% | -8.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 22.42% | -6.26% |