ARTIX vs. ARTRX
Compare and contrast key facts about Artisan International Fund (ARTIX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTIX is managed by Artisan. It was launched on Dec 27, 1995. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTIX vs. ARTRX - Performance Comparison
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ARTIX vs. ARTRX - 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% |
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, ARTIX achieves a 3.75% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, ARTIX has underperformed ARTRX with an annualized return of 9.10%, while ARTRX has yielded a comparatively higher 10.27% 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%
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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ARTIX vs. ARTRX - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTIX vs. ARTRX — Risk / Return Rank
ARTIX
ARTRX
ARTIX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) 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.
| ARTIX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.30 | +1.54 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.53 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.07 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.24 | +2.26 |
Martin ratioReturn relative to average drawdown | 10.53 | 0.73 | +9.80 |
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 | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.30 | +1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.14 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.54 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.49 | -0.04 |
Correlation
The correlation between ARTIX and ARTRX is 0.80, 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
ARTIX vs. ARTRX - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 21.71%, more than ARTRX's 3.86% 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% |
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
ARTIX vs. ARTRX - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTIX and ARTRX.
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Drawdown Indicators
| ARTIX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.18% | -46.00% | -15.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -12.71% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -33.88% | -38.37% | +4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -38.37% | +4.49% |
Current DrawdownCurrent decline from peak | -9.78% | -12.71% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -8.30% | -7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.25% | -1.66% |
Volatility
ARTIX vs. ARTRX - Volatility Comparison
Artisan International Fund (ARTIX) has a higher volatility of 6.04% compared to Artisan Global Opportunities Fund Class I (ARTRX) at 5.29%. This indicates that ARTIX's price experiences larger fluctuations and is considered to be riskier 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
| ARTIX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.29% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 10.66% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 17.40% | -2.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 19.66% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 18.93% | -2.77% |