ARTMX vs. APDFX
Compare and contrast key facts about Artisan Mid Cap Fund (ARTMX) and Artisan High Income Fund Advisor Class (APDFX).
ARTMX is managed by Artisan. It was launched on Jun 27, 1997. APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014.
Performance
ARTMX vs. APDFX - Performance Comparison
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ARTMX vs. APDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | -5.90% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
APDFX Artisan High Income Fund Advisor Class | -1.52% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 9.67% | 14.84% | -1.40% | 9.01% |
Returns By Period
In the year-to-date period, ARTMX achieves a -5.90% return, which is significantly lower than APDFX's -1.52% return. Over the past 10 years, ARTMX has outperformed APDFX with an annualized return of 10.61%, while APDFX has yielded a comparatively lower 6.74% annualized return.
ARTMX
- 1D
- 4.23%
- 1M
- -7.54%
- YTD
- -5.90%
- 6M
- -6.36%
- 1Y
- 16.45%
- 3Y*
- 10.08%
- 5Y*
- 0.89%
- 10Y*
- 10.61%
APDFX
- 1D
- 0.45%
- 1M
- -1.54%
- YTD
- -1.52%
- 6M
- -0.55%
- 1Y
- 5.38%
- 3Y*
- 8.56%
- 5Y*
- 4.05%
- 10Y*
- 6.74%
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ARTMX vs. APDFX - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than APDFX's 0.80% expense ratio.
Return for Risk
ARTMX vs. APDFX — Risk / Return Rank
ARTMX
APDFX
ARTMX vs. APDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and Artisan High Income Fund Advisor Class (APDFX). 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.
| ARTMX | APDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.64 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.46 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.40 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.08 | -1.04 |
Martin ratioReturn relative to average drawdown | 3.87 | 7.85 | -3.98 |
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
| ARTMX | APDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.64 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.83 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 1.29 | -0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 1.11 | -0.61 |
Correlation
The correlation between ARTMX and APDFX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ARTMX vs. APDFX - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 20.55%, more than APDFX's 6.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 20.55% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
APDFX Artisan High Income Fund Advisor Class | 6.50% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
Drawdowns
ARTMX vs. APDFX - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, which is greater than APDFX's maximum drawdown of -21.52%. Use the drawdown chart below to compare losses from any high point for ARTMX and APDFX.
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Drawdown Indicators
| ARTMX | APDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -21.52% | -36.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -2.76% | -10.56% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -14.64% | -29.09% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -21.52% | -22.21% |
Current DrawdownCurrent decline from peak | -13.29% | -2.20% | -11.09% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -2.16% | -9.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 0.73% | +2.84% |
Volatility
ARTMX vs. APDFX - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 8.11% compared to Artisan High Income Fund Advisor Class (APDFX) at 1.20%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than APDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTMX | APDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 1.20% | +6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 2.04% | +11.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 3.40% | +18.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 4.91% | +19.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 5.25% | +17.21% |