ARTLX vs. ARTKX
Compare and contrast key facts about Artisan Value Fund (ARTLX) and Artisan International Value Fund (ARTKX).
ARTLX is managed by Artisan. It was launched on Mar 27, 2006. ARTKX is managed by Artisan. It was launched on Sep 23, 2002.
Performance
ARTLX vs. ARTKX - Performance Comparison
Loading graphics...
ARTLX vs. ARTKX - 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% |
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% |
Returns By Period
In the year-to-date period, ARTLX achieves a -5.55% return, which is significantly lower than ARTKX's -2.08% return. Over the past 10 years, ARTLX has outperformed ARTKX with an annualized return of 11.09%, while ARTKX has yielded a comparatively lower 9.68% 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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARTLX vs. ARTKX - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Return for Risk
ARTLX vs. ARTKX — Risk / Return Rank
ARTLX
ARTKX
ARTLX vs. ARTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and Artisan International Value Fund (ARTKX). 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 | ARTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.90 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.32 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.24 | -0.83 |
Martin ratioReturn relative to average drawdown | 1.46 | 4.28 | -2.82 |
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
| ARTLX | ARTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.90 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.71 | -0.29 |
Correlation
The correlation between ARTLX and ARTKX is 0.79, 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
ARTLX vs. ARTKX - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 14.66%, more than ARTKX's 7.06% 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% |
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% |
Drawdowns
ARTLX vs. ARTKX - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -57.91%, which is greater than ARTKX's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for ARTLX and ARTKX.
Loading graphics...
Drawdown Indicators
| ARTLX | ARTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -51.90% | -6.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -9.96% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -24.95% | +2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -38.11% | -0.92% |
Current DrawdownCurrent decline from peak | -9.15% | -9.66% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -6.76% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.89% | +0.28% |
Volatility
ARTLX vs. ARTKX - Volatility Comparison
The current volatility for Artisan Value Fund (ARTLX) is 4.00%, while Artisan International Value Fund (ARTKX) has a volatility of 4.95%. This indicates that ARTLX experiences smaller price fluctuations and is considered to be less risky than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARTLX | ARTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.95% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 10.81% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 14.51% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 13.82% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 16.11% | +1.98% |