ARTLX vs. ARTRX

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan Value Fund (ARTLX) and Artisan Global Opportunities Fund Class I (ARTRX).

ARTLX is managed by Artisan. It was launched on Mar 27, 2006. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.

Performance

ARTLX vs. ARTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Value Fund (ARTLX) and Artisan Global Opportunities Fund Class I (ARTRX). The values are adjusted to include any dividend payments, if applicable.

ARTLX vs. ARTRX - 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%
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, ARTLX achieves a -5.55% return, which is significantly higher than ARTRX's -7.40% return. Over the past 10 years, ARTLX has outperformed ARTRX with an annualized return of 11.09%, while ARTRX has yielded a comparatively lower 10.27% 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%

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTLX vs. ARTRX - Expense Ratio Comparison

ARTLX has a 1.05% expense ratio, which is lower than ARTRX's 1.14% expense ratio.

ARTRX

Artisan Global Opportunities Fund Class I

ARTLX

Artisan Value Fund

Return for Risk

ARTLX vs. ARTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTLX

ARTLX Risk / Return Rank: 15
ARTLX Sharpe Ratio Rank: 16
ARTLX Sortino Ratio Rank: 16
ARTLX Omega Ratio Rank: 16
ARTLX Calmar Ratio Rank: 15
ARTLX Martin Ratio Rank: 15

ARTRX

ARTRX Risk / Return Rank: 12
ARTRX Sharpe Ratio Rank: 13
ARTRX Sortino Ratio Rank: 12
ARTRX Omega Ratio Rank: 12
ARTRX Calmar Ratio Rank: 11
ARTRX Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTLX vs. ARTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) 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.

	ARTLX	ARTRX	Difference
Sharpe ratio Return per unit of total volatility	0.42	0.30	+0.13
Sortino ratio Return per unit of downside risk	0.68	0.53	+0.16
Omega ratio Gain probability vs. loss probability	1.10	1.07	+0.02
Calmar ratio Return relative to maximum drawdown	0.41	0.24	+0.17
Martin ratio Return relative to average drawdown	1.46	0.73	+0.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTLX vs. ARTRX - Sharpe Ratio Comparison

The current ARTLX Sharpe Ratio is 0.42, which is higher than the ARTRX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of ARTLX and ARTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARTLX	ARTRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.42	0.30	+0.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	0.14	+0.44
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.62	0.54	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.49	-0.07

Correlation

The correlation between ARTLX and ARTRX is 0.78, 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. ARTRX - Dividend Comparison

ARTLX's dividend yield for the trailing twelve months is around 14.66%, more than ARTRX's 3.86% 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%
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

ARTLX vs. ARTRX - Drawdown Comparison

The maximum ARTLX drawdown since its inception was -57.91%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTLX and ARTRX.

Drawdown Indicators

	ARTLX	ARTRX	Difference
Max Drawdown Largest peak-to-trough decline	-57.91%	-46.00%	-11.91%
Max Drawdown (1Y) Largest decline over 1 year	-11.05%	-12.71%	+1.66%
Max Drawdown (5Y) Largest decline over 5 years	-22.89%	-38.37%	+15.48%
Max Drawdown (10Y) Largest decline over 10 years	-39.03%	-38.37%	-0.66%
Current Drawdown Current decline from peak	-9.15%	-12.71%	+3.56%
Average Drawdown Average peak-to-trough decline	-8.39%	-8.30%	-0.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.17%	4.25%	-1.08%

Volatility

ARTLX vs. ARTRX - Volatility Comparison

The current volatility for Artisan Value Fund (ARTLX) is 4.00%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 5.29%. This indicates that ARTLX 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.

Volatility by Period

	ARTLX	ARTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.00%	5.29%	-1.29%
Volatility (6M) Calculated over the trailing 6-month period	8.91%	10.66%	-1.75%
Volatility (1Y) Calculated over the trailing 1-year period	15.44%	17.40%	-1.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.24%	19.66%	-4.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.09%	18.93%	-0.84%