ARTJX vs. ARTRX
Compare and contrast key facts about Artisan International Small-Mid Fund (ARTJX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTJX is managed by Artisan. It was launched on Dec 20, 2001. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTJX vs. ARTRX - Performance Comparison
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ARTJX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | -5.96% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
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, ARTJX achieves a -5.96% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, ARTJX has underperformed ARTRX with an annualized return of 5.97%, while ARTRX has yielded a comparatively higher 10.27% annualized return.
ARTJX
- 1D
- -0.44%
- 1M
- -8.91%
- YTD
- -5.96%
- 6M
- -3.74%
- 1Y
- 12.89%
- 3Y*
- 4.41%
- 5Y*
- -0.37%
- 10Y*
- 5.97%
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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ARTJX vs. ARTRX - Expense Ratio Comparison
ARTJX has a 1.28% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTJX vs. ARTRX — Risk / Return Rank
ARTJX
ARTRX
ARTJX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) 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.
| ARTJX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.30 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.12 | 0.53 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.07 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.24 | +0.65 |
Martin ratioReturn relative to average drawdown | 3.41 | 0.73 | +2.69 |
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
| ARTJX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.30 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.14 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.54 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.49 | +0.05 |
Correlation
The correlation between ARTJX and ARTRX is 0.78, 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
ARTJX vs. ARTRX - Dividend Comparison
ARTJX's dividend yield for the trailing twelve months is around 5.95%, more than ARTRX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | 5.95% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
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
ARTJX vs. ARTRX - Drawdown Comparison
The maximum ARTJX drawdown since its inception was -64.43%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTJX and ARTRX.
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Drawdown Indicators
| ARTJX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.43% | -46.00% | -18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -12.71% | +2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -37.04% | -38.37% | +1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -38.37% | +1.33% |
Current DrawdownCurrent decline from peak | -12.71% | -12.71% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -8.30% | -5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.25% | -1.33% |
Volatility
ARTJX vs. ARTRX - Volatility Comparison
Artisan International Small-Mid Fund (ARTJX) has a higher volatility of 5.95% compared to Artisan Global Opportunities Fund Class I (ARTRX) at 5.29%. This indicates that ARTJX'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
| ARTJX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 5.29% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 10.66% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 17.40% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 19.66% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 18.93% | -1.58% |