ARTJX vs. OAKEX

In the year-to-date period, ARTJX achieves a 9.19% return, which is significantly lower than OAKEX's 21.75% return. Over the past 10 years, ARTJX has outperformed OAKEX with an annualized return of 4.64%, while OAKEX has yielded a comparatively lower 4.11% annualized return.

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ARTJX has a 1.28% expense ratio, which is lower than OAKEX's 1.34% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and Oakmark International Small Cap Fund (OAKEX). 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.

The current ARTJX Sharpe Ratio is 0.52, which is comparable to the OAKEX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of ARTJX and OAKEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTJX's dividend yield for the trailing twelve months is around 0.81%, less than OAKEX's 5.24% yield.

The maximum ARTJX drawdown since its inception was -64.43%, smaller than the maximum OAKEX drawdown of -75.75%. Use the drawdown chart below to compare losses from any high point for ARTJX and OAKEX.

Artisan International Small-Mid Fund (ARTJX) and Oakmark International Small Cap Fund (OAKEX) have volatilities of 3.06% and 3.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.