ARTLX vs. ARTMX
Compare and contrast key facts about Artisan Value Fund (ARTLX) and Artisan Mid Cap Fund (ARTMX).
ARTLX is managed by Artisan. It was launched on Mar 27, 2006. ARTMX is managed by Artisan. It was launched on Jun 27, 1997.
Performance
ARTLX vs. ARTMX - Performance Comparison
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ARTLX vs. ARTMX - 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% |
ARTMX Artisan Mid Cap Fund | -9.72% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
Returns By Period
In the year-to-date period, ARTLX achieves a -5.55% return, which is significantly higher than ARTMX's -9.72% return. Over the past 10 years, ARTLX has outperformed ARTMX with an annualized return of 11.09%, while ARTMX has yielded a comparatively lower 10.15% 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%
ARTMX
- 1D
- -0.91%
- 1M
- -10.94%
- YTD
- -9.72%
- 6M
- -9.98%
- 1Y
- 12.05%
- 3Y*
- 8.57%
- 5Y*
- 0.49%
- 10Y*
- 10.15%
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ARTLX vs. ARTMX - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is lower than ARTMX's 1.18% expense ratio.
Return for Risk
ARTLX vs. ARTMX — Risk / Return Rank
ARTLX
ARTMX
ARTLX vs. ARTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and Artisan Mid Cap Fund (ARTMX). 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 | ARTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.55 | -0.13 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.91 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.12 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.64 | -0.23 |
Martin ratioReturn relative to average drawdown | 1.46 | 2.40 | -0.94 |
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 | ARTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.55 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.02 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.45 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.49 | -0.07 |
Correlation
The correlation between ARTLX and ARTMX is 0.76, 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. ARTMX - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 14.66%, less than ARTMX's 21.42% 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% |
ARTMX Artisan Mid Cap Fund | 21.42% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
Drawdowns
ARTLX vs. ARTMX - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -57.91%, roughly equal to the maximum ARTMX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for ARTLX and ARTMX.
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Drawdown Indicators
| ARTLX | ARTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -57.80% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -13.32% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -43.73% | +20.84% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -43.73% | +4.70% |
Current DrawdownCurrent decline from peak | -9.15% | -16.81% | +7.66% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -12.03% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.65% | -0.48% |
Volatility
ARTLX vs. ARTMX - Volatility Comparison
The current volatility for Artisan Value Fund (ARTLX) is 4.00%, while Artisan Mid Cap Fund (ARTMX) has a volatility of 6.65%. This indicates that ARTLX experiences smaller price fluctuations and is considered to be less risky than ARTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTLX | ARTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 6.65% | -2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 12.72% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 21.26% | -5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 24.06% | -8.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 22.42% | -4.33% |