ARTLX vs. ARTFX
Compare and contrast key facts about Artisan Value Fund (ARTLX) and Artisan High Income Fund (ARTFX).
ARTLX is managed by Artisan. It was launched on Mar 27, 2006. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
ARTLX vs. ARTFX - Performance Comparison
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ARTLX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | -5.55% | 14.48% | 12.11% | 24.27% | -8.73% | 23.25% | 10.85% | 30.27% | -15.23% | 16.06% |
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
Returns By Period
In the year-to-date period, ARTLX achieves a -5.55% return, which is significantly lower than ARTFX's -1.87% return. Over the past 10 years, ARTLX has outperformed ARTFX with an annualized return of 11.09%, while ARTFX has yielded a comparatively lower 6.19% annualized return.
ARTLX
- 1D
- 0.22%
- 1M
- -8.29%
- YTD
- -5.55%
- 6M
- -1.04%
- 1Y
- 5.77%
- 3Y*
- 11.77%
- 5Y*
- 8.87%
- 10Y*
- 11.09%
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
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ARTLX vs. ARTFX - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is higher than ARTFX's 0.96% expense ratio.
Return for Risk
ARTLX vs. ARTFX — Risk / Return Rank
ARTLX
ARTFX
ARTLX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and Artisan High Income Fund (ARTFX). 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.
| ARTLX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.63 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.68 | 2.43 | -1.74 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.39 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.80 | -1.39 |
Martin ratioReturn relative to average drawdown | 1.46 | 7.23 | -5.77 |
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
| ARTLX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.63 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 1.20 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.02 | -0.60 |
Correlation
The correlation between ARTLX and ARTFX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTLX vs. ARTFX - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 14.66%, more than ARTFX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | 14.66% | 13.85% | 7.59% | 5.10% | 17.75% | 12.97% | 7.57% | 3.99% | 16.44% | 10.00% | 0.62% | 10.74% |
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
Drawdowns
ARTLX vs. ARTFX - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -57.91%, which is greater than ARTFX's maximum drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for ARTLX and ARTFX.
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Drawdown Indicators
| ARTLX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -21.42% | -36.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -2.76% | -8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -14.62% | -8.27% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -21.42% | -17.61% |
Current DrawdownCurrent decline from peak | -9.15% | -2.54% | -6.61% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -2.24% | -6.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 0.69% | +2.48% |
Volatility
ARTLX vs. ARTFX - Volatility Comparison
Artisan Value Fund (ARTLX) has a higher volatility of 4.00% compared to Artisan High Income Fund (ARTFX) at 1.00%. This indicates that ARTLX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTLX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 1.00% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 1.88% | +7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 3.30% | +12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 4.81% | +10.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 5.19% | +12.90% |