ARTJX vs. WVCCX

In the year-to-date period, ARTJX achieves a 1.23% return, which is significantly lower than WVCCX's 4.44% return. Over the past 10 years, ARTJX has underperformed WVCCX with an annualized return of -4.00%, while WVCCX has yielded a comparatively higher 1.61% annualized return.

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ARTJX has a 1.28% expense ratio, which is lower than WVCCX's 1.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and abrdn International Small Cap Fund (WVCCX). 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 0.15, which is lower than the WVCCX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of ARTJX and WVCCX, 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 has not paid dividends to shareholders, while WVCCX's dividend yield for the trailing twelve months is around 2.18%.

The maximum ARTJX drawdown since its inception was -69.13%, smaller than the maximum WVCCX drawdown of -73.59%. Use the drawdown chart below to compare losses from any high point for ARTJX and WVCCX. For additional features, visit the drawdowns tool.

The current volatility for Artisan International Small-Mid Fund (ARTJX) is 9.10%, while abrdn International Small Cap Fund (WVCCX) has a volatility of 10.33%. This indicates that ARTJX experiences smaller price fluctuations and is considered to be less risky than WVCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.