ARTKX vs. ARTRX
Compare and contrast key facts about Artisan International Value Fund (ARTKX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTKX is managed by Artisan. It was launched on Sep 23, 2002. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTKX vs. ARTRX - Performance Comparison
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ARTKX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | -2.08% | 22.54% | 6.38% | 22.65% | -6.98% | 16.66% | 8.52% | 23.98% | -15.70% | 23.84% |
ARTRX Artisan Global Opportunities Fund Class I | -7.40% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, ARTKX achieves a -2.08% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, ARTKX has underperformed ARTRX with an annualized return of 9.68%, while ARTRX has yielded a comparatively higher 10.27% annualized return.
ARTKX
- 1D
- 0.33%
- 1M
- -9.66%
- YTD
- -2.08%
- 6M
- 2.10%
- 1Y
- 13.78%
- 3Y*
- 12.45%
- 5Y*
- 9.41%
- 10Y*
- 9.68%
ARTRX
- 1D
- -0.13%
- 1M
- -8.25%
- YTD
- -7.40%
- 6M
- -9.42%
- 1Y
- 5.50%
- 3Y*
- 9.30%
- 5Y*
- 2.80%
- 10Y*
- 10.27%
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ARTKX vs. ARTRX - Expense Ratio Comparison
ARTKX has a 1.25% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTKX vs. ARTRX — Risk / Return Rank
ARTKX
ARTRX
ARTKX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (ARTKX) and Artisan Global Opportunities Fund Class I (ARTRX). 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.
| ARTKX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.30 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.53 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.24 | +1.00 |
Martin ratioReturn relative to average drawdown | 4.28 | 0.73 | +3.56 |
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
| ARTKX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.30 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.14 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.49 | +0.22 |
Correlation
The correlation between ARTKX and ARTRX 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
ARTKX vs. ARTRX - Dividend Comparison
ARTKX's dividend yield for the trailing twelve months is around 7.06%, more than ARTRX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTKX Artisan International Value Fund | 7.06% | 6.90% | 4.10% | 2.84% | 2.11% | 9.72% | 0.84% | 3.64% | 5.37% | 3.89% | 3.11% | 6.17% |
ARTRX Artisan Global Opportunities Fund Class I | 3.86% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
ARTKX vs. ARTRX - Drawdown Comparison
The maximum ARTKX drawdown since its inception was -51.90%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTKX and ARTRX.
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Drawdown Indicators
| ARTKX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -46.00% | -5.90% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -12.71% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -38.37% | +13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | -38.37% | +0.26% |
Current DrawdownCurrent decline from peak | -9.66% | -12.71% | +3.05% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -8.30% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 4.25% | -1.36% |
Volatility
ARTKX vs. ARTRX - Volatility Comparison
The current volatility for Artisan International Value Fund (ARTKX) is 4.95%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 5.29%. This indicates that ARTKX experiences smaller price fluctuations and is considered to be less risky than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTKX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.29% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 10.66% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 17.40% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 19.66% | -5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 18.93% | -2.82% |