ARTLX vs. AUXFX
Compare and contrast key facts about Artisan Value Fund (ARTLX) and Auxier Focus Fund (AUXFX).
ARTLX is managed by Artisan. It was launched on Mar 27, 2006. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
ARTLX vs. AUXFX - Performance Comparison
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ARTLX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | -3.54% | 14.48% | 12.11% | 24.27% | -8.73% | 23.25% | 10.85% | 30.27% | -15.23% | 16.06% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
In the year-to-date period, ARTLX achieves a -3.54% return, which is significantly lower than AUXFX's 1.73% return. Over the past 10 years, ARTLX has outperformed AUXFX with an annualized return of 11.33%, while AUXFX has yielded a comparatively lower 9.60% annualized return.
ARTLX
- 1D
- 2.13%
- 1M
- -5.38%
- YTD
- -3.54%
- 6M
- 0.94%
- 1Y
- 8.09%
- 3Y*
- 12.56%
- 5Y*
- 9.06%
- 10Y*
- 11.33%
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
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ARTLX vs. AUXFX - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is higher than AUXFX's 0.92% expense ratio.
Return for Risk
ARTLX vs. AUXFX — Risk / Return Rank
ARTLX
AUXFX
ARTLX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and Auxier Focus Fund (AUXFX). 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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.00 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.45 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.62 | -0.96 |
Martin ratioReturn relative to average drawdown | 2.31 | 6.96 | -4.65 |
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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.00 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.63 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.15 |
Correlation
The correlation between ARTLX and AUXFX is 0.88, 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. AUXFX - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 14.36%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | 14.36% | 13.85% | 7.59% | 5.10% | 17.75% | 12.97% | 7.57% | 3.99% | 16.44% | 10.00% | 0.62% | 10.74% |
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
ARTLX vs. AUXFX - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -57.91%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for ARTLX and AUXFX.
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Drawdown Indicators
| ARTLX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -39.82% | -18.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -8.19% | -2.86% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -15.73% | -7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -33.69% | -5.34% |
Current DrawdownCurrent decline from peak | -7.21% | -3.90% | -3.31% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -4.44% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 1.90% | +1.26% |
Volatility
ARTLX vs. AUXFX - Volatility Comparison
Artisan Value Fund (ARTLX) has a higher volatility of 4.67% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that ARTLX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTLX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 3.37% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 6.55% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.56% | 12.14% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 12.22% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 15.20% | +2.90% |