ARTLX vs. JAVA

In the year-to-date period, ARTLX achieves a 3.62% return, which is significantly higher than JAVA's -0.12% return.

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ARTLX has a 1.05% expense ratio, which is higher than JAVA's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and JPMorgan Active Value ETF (JAVA). 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.

The current ARTLX Sharpe Ratio is 0.14, which is lower than the JAVA Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of ARTLX and JAVA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTLX's dividend yield for the trailing twelve months is around 7.33%, more than JAVA's 1.47% yield.

The maximum ARTLX drawdown since its inception was -61.20%, which is greater than JAVA's maximum drawdown of -16.54%. Use the drawdown chart below to compare losses from any high point for ARTLX and JAVA.

The current volatility for Artisan Value Fund (ARTLX) is 3.94%, while JPMorgan Active Value ETF (JAVA) has a volatility of 4.48%. This indicates that ARTLX experiences smaller price fluctuations and is considered to be less risky than JAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.