ARTJX vs. OAKEX
Compare and contrast key facts about Artisan International Small-Mid Fund (ARTJX) and Oakmark International Small Cap Fund (OAKEX).
ARTJX is managed by Artisan. It was launched on Dec 20, 2001. OAKEX is managed by Oakmark. It was launched on Oct 31, 1995.
Performance
ARTJX vs. OAKEX - Performance Comparison
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ARTJX vs. OAKEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | -2.82% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
OAKEX Oakmark International Small Cap Fund | -8.12% | 29.51% | -3.00% | 19.59% | -14.50% | 17.90% | 5.00% | 31.91% | -23.71% | 26.03% |
Returns By Period
In the year-to-date period, ARTJX achieves a -2.82% return, which is significantly higher than OAKEX's -8.12% return. Over the past 10 years, ARTJX has underperformed OAKEX with an annualized return of 6.32%, while OAKEX has yielded a comparatively higher 7.23% annualized return.
ARTJX
- 1D
- 3.33%
- 1M
- -5.25%
- YTD
- -2.82%
- 6M
- -0.58%
- 1Y
- 16.52%
- 3Y*
- 5.56%
- 5Y*
- -0.07%
- 10Y*
- 6.32%
OAKEX
- 1D
- 2.49%
- 1M
- -8.66%
- YTD
- -8.12%
- 6M
- -6.97%
- 1Y
- 9.88%
- 3Y*
- 9.01%
- 5Y*
- 4.30%
- 10Y*
- 7.23%
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ARTJX vs. OAKEX - Expense Ratio Comparison
ARTJX has a 1.28% expense ratio, which is lower than OAKEX's 1.34% expense ratio.
Return for Risk
ARTJX vs. OAKEX — Risk / Return Rank
ARTJX
OAKEX
ARTJX vs. OAKEX - Risk-Adjusted Trends Comparison
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.
| ARTJX | OAKEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.60 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.91 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.45 | +0.89 |
Martin ratioReturn relative to average drawdown | 4.81 | 1.55 | +3.26 |
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 | OAKEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.60 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.25 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.39 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.42 | +0.13 |
Correlation
The correlation between ARTJX and OAKEX is 0.77, 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. OAKEX - Dividend Comparison
ARTJX's dividend yield for the trailing twelve months is around 5.75%, which matches OAKEX's 5.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | 5.75% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
OAKEX Oakmark International Small Cap Fund | 5.71% | 5.24% | 6.38% | 1.83% | 1.89% | 0.61% | 1.87% | 0.21% | 8.93% | 3.64% | 3.09% | 5.06% |
Drawdowns
ARTJX vs. OAKEX - Drawdown Comparison
The maximum ARTJX drawdown since its inception was -64.43%, smaller than the maximum OAKEX drawdown of -70.12%. Use the drawdown chart below to compare losses from any high point for ARTJX and OAKEX.
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Drawdown Indicators
| ARTJX | OAKEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.43% | -70.12% | +5.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -17.18% | +7.08% |
Max Drawdown (5Y)Largest decline over 5 years | -37.04% | -38.40% | +1.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -49.61% | +12.57% |
Current DrawdownCurrent decline from peak | -9.81% | -12.85% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -13.53% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 4.98% | -2.17% |
Volatility
ARTJX vs. OAKEX - Volatility Comparison
Artisan International Small-Mid Fund (ARTJX) has a higher volatility of 7.01% compared to Oakmark International Small Cap Fund (OAKEX) at 6.45%. This indicates that ARTJX's price experiences larger fluctuations and is considered to be riskier than OAKEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTJX | OAKEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.45% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 10.96% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 16.66% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 17.61% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 18.60% | -1.22% |