ARTJX vs. OPGIX
Compare and contrast key facts about Artisan International Small-Mid Fund (ARTJX) and Invesco Global Opportunities Fund Class A (OPGIX).
ARTJX is managed by Artisan. It was launched on Dec 20, 2001. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
ARTJX vs. OPGIX - Performance Comparison
Loading graphics...
ARTJX vs. OPGIX - 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% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, ARTJX achieves a -5.96% return, which is significantly lower than OPGIX's -2.76% return. Over the past 10 years, ARTJX has outperformed OPGIX with an annualized return of 5.97%, while OPGIX has yielded a comparatively lower 5.38% 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%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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. OPGIX - Expense Ratio Comparison
ARTJX has a 1.28% expense ratio, which is higher than OPGIX's 1.04% expense ratio.
Return for Risk
ARTJX vs. OPGIX — Risk / Return Rank
ARTJX
OPGIX
ARTJX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and Invesco Global Opportunities Fund Class A (OPGIX). 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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.66 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.08 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.17 | +0.72 |
Martin ratioReturn relative to average drawdown | 3.41 | 0.66 | +2.75 |
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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.66 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.37 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.24 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.47 | +0.07 |
Correlation
The correlation between ARTJX and OPGIX is 0.73, 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. OPGIX - Dividend Comparison
ARTJX's dividend yield for the trailing twelve months is around 5.95%, more than OPGIX's 0.11% 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% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
ARTJX vs. OPGIX - Drawdown Comparison
The maximum ARTJX drawdown since its inception was -64.43%, roughly equal to the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for ARTJX and OPGIX.
Loading graphics...
Drawdown Indicators
| ARTJX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.43% | -62.57% | -1.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -10.97% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -37.04% | -52.49% | +15.45% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -54.65% | +17.61% |
Current DrawdownCurrent decline from peak | -12.71% | -42.42% | +29.71% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -15.63% | +2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.32% | -1.40% |
Volatility
ARTJX vs. OPGIX - Volatility Comparison
The current volatility for Artisan International Small-Mid Fund (ARTJX) is 5.95%, while Invesco Global Opportunities Fund Class A (OPGIX) has a volatility of 6.40%. This indicates that ARTJX experiences smaller price fluctuations and is considered to be less risky than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARTJX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 6.40% | -0.45% |
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% | 19.32% | -3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 22.56% | -4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 22.50% | -5.15% |