ARTIX vs. ARTUX

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan International Fund (ARTIX) and Artisan Floating Rate Fund (ARTUX).

ARTIX is managed by Artisan. It was launched on Dec 27, 1995. ARTUX is managed by Artisan. It was launched on Nov 30, 2021.

Performance

ARTIX vs. ARTUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan International Fund (ARTIX) and Artisan Floating Rate Fund (ARTUX). The values are adjusted to include any dividend payments, if applicable.

ARTIX vs. ARTUX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ARTIX Artisan International Fund	3.75%	36.21%	10.59%	14.27%	-14.82%
ARTUX Artisan Floating Rate Fund	-1.36%	6.34%	7.54%	11.20%	-3.50%

Returns By Period

In the year-to-date period, ARTIX achieves a 3.75% return, which is significantly higher than ARTUX's -1.36% 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%

ARTUX

• 1D: -0.11%
• 1M: -0.75%
• YTD: -1.36%
• 6M: -0.38%
• 1Y: 4.39%
• 3Y*: 6.69%
• 5Y*: —
• 10Y*: —

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

ARTIX vs. ARTUX - Expense Ratio Comparison

ARTIX has a 1.19% expense ratio, which is lower than ARTUX's 1.20% expense ratio.

ARTUX

Artisan Floating Rate Fund

ARTIX

Artisan International Fund

Return for Risk

ARTIX vs. ARTUX — Risk / Return Rank

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

ARTIX

ARTIX Risk / Return Rank: 89
ARTIX Sharpe Ratio Rank: 90
ARTIX Sortino Ratio Rank: 88
ARTIX Omega Ratio Rank: 86
ARTIX Calmar Ratio Rank: 90
ARTIX Martin Ratio Rank: 91

ARTUX

ARTUX Risk / Return Rank: 87
ARTUX Sharpe Ratio Rank: 88
ARTUX Sortino Ratio Rank: 94
ARTUX Omega Ratio Rank: 96
ARTUX Calmar Ratio Rank: 82
ARTUX Martin Ratio Rank: 75

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.

ARTIX vs. ARTUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and Artisan Floating Rate Fund (ARTUX). 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	ARTUX	Difference
Sharpe ratio Return per unit of total volatility	1.84	1.76	+0.08
Sortino ratio Return per unit of downside risk	2.37	2.96	-0.59
Omega ratio Gain probability vs. loss probability	1.35	1.55	-0.20
Calmar ratio Return relative to maximum drawdown	2.50	1.98	+0.53
Martin ratio Return relative to average drawdown	10.53	7.17	+3.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTIX vs. ARTUX - Sharpe Ratio Comparison

The current ARTIX Sharpe Ratio is 1.84, which is comparable to the ARTUX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of ARTIX and ARTUX, 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

	ARTIX	ARTUX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	1.76	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	1.69	-1.24

Correlation

The correlation between ARTIX and ARTUX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ARTIX vs. ARTUX - Dividend Comparison

ARTIX's dividend yield for the trailing twelve months is around 21.71%, more than ARTUX's 6.80% 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%
ARTUX Artisan Floating Rate Fund	6.80%	7.31%	8.09%	6.71%	3.25%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

ARTIX vs. ARTUX - Drawdown Comparison

The maximum ARTIX drawdown since its inception was -61.18%, which is greater than ARTUX's maximum drawdown of -6.08%. Use the drawdown chart below to compare losses from any high point for ARTIX and ARTUX.

Drawdown Indicators

	ARTIX	ARTUX	Difference
Max Drawdown Largest peak-to-trough decline	-61.18%	-6.08%	-55.10%
Max Drawdown (1Y) Largest decline over 1 year	-9.78%	-2.33%	-7.45%
Max Drawdown (5Y) Largest decline over 5 years	-33.88%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.88%	—	—
Current Drawdown Current decline from peak	-9.78%	-1.82%	-7.96%
Average Drawdown Average peak-to-trough decline	-16.17%	-0.97%	-15.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	0.67%	+1.92%

Volatility

ARTIX vs. ARTUX - Volatility Comparison

Artisan International Fund (ARTIX) has a higher volatility of 6.04% compared to Artisan Floating Rate Fund (ARTUX) at 0.63%. This indicates that ARTIX's price experiences larger fluctuations and is considered to be riskier than ARTUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTIX	ARTUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.04%	0.63%	+5.41%
Volatility (6M) Calculated over the trailing 6-month period	10.12%	1.66%	+8.46%
Volatility (1Y) Calculated over the trailing 1-year period	15.33%	2.81%	+12.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.60%	2.80%	+12.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.16%	2.80%	+13.36%