ARTIX vs. ARTSX
Compare and contrast key facts about Artisan International Fund (ARTIX) and Artisan Small Cap Fund (ARTSX).
ARTIX is managed by Artisan. It was launched on Dec 27, 1995. ARTSX is managed by Artisan. It was launched on Mar 28, 1995.
Performance
ARTIX vs. ARTSX - Performance Comparison
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ARTIX vs. ARTSX - 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% |
ARTSX Artisan Small Cap Fund | -7.56% | 8.46% | 20.56% | 9.29% | -29.44% | -9.05% | 60.95% | 40.04% | 1.97% | 26.97% |
Returns By Period
In the year-to-date period, ARTIX achieves a 3.75% return, which is significantly higher than ARTSX's -7.56% return. Over the past 10 years, ARTIX has underperformed ARTSX with an annualized return of 9.10%, while ARTSX has yielded a comparatively higher 10.72% 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%
ARTSX
- 1D
- -2.30%
- 1M
- -13.83%
- YTD
- -7.56%
- 6M
- -4.33%
- 1Y
- 11.57%
- 3Y*
- 7.08%
- 5Y*
- -2.25%
- 10Y*
- 10.72%
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ARTIX vs. ARTSX - Expense Ratio Comparison
Both ARTIX and ARTSX have an expense ratio of 1.19%.
Return for Risk
ARTIX vs. ARTSX — Risk / Return Rank
ARTIX
ARTSX
ARTIX vs. ARTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and Artisan Small Cap Fund (ARTSX). 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 | ARTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.43 | +1.41 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.79 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.10 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.43 | +2.08 |
Martin ratioReturn relative to average drawdown | 10.53 | 1.68 | +8.85 |
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 | ARTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.43 | +1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | -0.08 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.42 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.35 | +0.10 |
Correlation
The correlation between ARTIX and ARTSX is 0.60, 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. ARTSX - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 21.71%, more than ARTSX's 8.92% 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% |
ARTSX Artisan Small Cap Fund | 8.92% | 8.24% | 10.40% | 0.00% | 0.26% | 12.11% | 5.26% | 7.83% | 20.83% | 16.26% | 1.18% | 10.12% |
Drawdowns
ARTIX vs. ARTSX - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, roughly equal to the maximum ARTSX drawdown of -62.77%. Use the drawdown chart below to compare losses from any high point for ARTIX and ARTSX.
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Drawdown Indicators
| ARTIX | ARTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.18% | -62.77% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -15.44% | +5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -33.88% | -47.88% | +14.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -51.51% | +17.63% |
Current DrawdownCurrent decline from peak | -9.78% | -24.75% | +14.97% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -14.72% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.93% | -1.34% |
Volatility
ARTIX vs. ARTSX - Volatility Comparison
The current volatility for Artisan International Fund (ARTIX) is 6.04%, while Artisan Small Cap Fund (ARTSX) has a volatility of 8.68%. This indicates that ARTIX experiences smaller price fluctuations and is considered to be less risky than ARTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTIX | ARTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 8.68% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 15.75% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 25.14% | -9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 27.25% | -11.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 25.34% | -9.18% |