ARTJX vs. ARTYX
Compare and contrast key facts about Artisan International Small-Mid Fund (ARTJX) and Artisan Developing World Fund (ARTYX).
ARTJX is managed by Artisan. It was launched on Dec 20, 2001. ARTYX is managed by Artisan. It was launched on Jun 28, 2015.
Performance
ARTJX vs. ARTYX - Performance Comparison
Loading graphics...
ARTJX vs. ARTYX - 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% |
ARTYX Artisan Developing World Fund | -20.04% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
Returns By Period
In the year-to-date period, ARTJX achieves a -5.96% return, which is significantly higher than ARTYX's -20.04% return. Over the past 10 years, ARTJX has underperformed ARTYX with an annualized return of 5.97%, while ARTYX has yielded a comparatively higher 8.90% 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%
ARTYX
- 1D
- -0.54%
- 1M
- -11.63%
- YTD
- -20.04%
- 6M
- -27.57%
- 1Y
- -15.47%
- 3Y*
- 5.24%
- 5Y*
- -4.98%
- 10Y*
- 8.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARTJX vs. ARTYX - Expense Ratio Comparison
Both ARTJX and ARTYX have an expense ratio of 1.28%.
Return for Risk
ARTJX vs. ARTYX — Risk / Return Rank
ARTJX
ARTYX
ARTJX vs. ARTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and Artisan Developing World Fund (ARTYX). 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 | ARTYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | -0.81 | +1.57 |
Sortino ratioReturn per unit of downside risk | 1.12 | -1.08 | +2.20 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.86 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.61 | +1.50 |
Martin ratioReturn relative to average drawdown | 3.41 | -1.78 | +5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARTJX | ARTYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | -0.81 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.18 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.37 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.39 | +0.15 |
Correlation
The correlation between ARTJX and ARTYX is 0.75, 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. ARTYX - Dividend Comparison
ARTJX's dividend yield for the trailing twelve months is around 5.95%, while ARTYX has not paid dividends to shareholders.
| 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% |
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% |
Drawdowns
ARTJX vs. ARTYX - Drawdown Comparison
The maximum ARTJX drawdown since its inception was -64.43%, which is greater than ARTYX's maximum drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for ARTJX and ARTYX.
Loading graphics...
Drawdown Indicators
| ARTJX | ARTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.43% | -59.61% | -4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -29.14% | +19.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.04% | -56.15% | +19.11% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -59.61% | +22.57% |
Current DrawdownCurrent decline from peak | -12.71% | -35.73% | +23.02% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -18.37% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 10.02% | -7.10% |
Volatility
ARTJX vs. ARTYX - Volatility Comparison
The current volatility for Artisan International Small-Mid Fund (ARTJX) is 5.95%, while Artisan Developing World Fund (ARTYX) has a volatility of 6.38%. This indicates that ARTJX experiences smaller price fluctuations and is considered to be less risky than ARTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARTJX | ARTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 6.38% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 12.53% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 20.27% | -4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 27.30% | -9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 24.15% | -6.80% |