ARTMX vs. ARTQX
ARTMX (Artisan Mid Cap Fund) and ARTQX (Artisan Mid Cap Value Fund) are both mutual funds - ARTMX is a Mid Cap Growth Equities fund managed by Artisan, while ARTQX is a Mid Cap Value Equities fund managed by Artisan. Over the past 10 years, ARTMX returned 10.70%/yr vs 7.48%/yr for ARTQX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. ARTMX charges 1.18%/yr vs 1.21%/yr for ARTQX.
Performance
ARTMX vs. ARTQX - Performance Comparison
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Returns By Period
In the year-to-date period, ARTMX achieves a 2.35% return, which is significantly lower than ARTQX's 7.91% return. Over the past 10 years, ARTMX has outperformed ARTQX with an annualized return of 10.70%, while ARTQX has yielded a comparatively lower 7.48% annualized return.
ARTMX
- 1D
- 1.92%
- 1M
- -6.22%
- 6M
- 1.82%
- YTD
- 2.35%
- 1Y
- 9.36%
- 3Y*
- 10.27%
- 5Y*
- 0.25%
- 10Y*
- 10.70%
- ALL TIME*
- 11.62%
ARTQX
- 1D
- -1.54%
- 1M
- 1.65%
- 6M
- 5.69%
- YTD
- 7.91%
- 1Y
- 12.83%
- 3Y*
- 5.73%
- 5Y*
- 4.58%
- 10Y*
- 7.48%
- ALL TIME*
- 9.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARTMX Artisan Mid Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ARTMX vs. ARTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 2.35% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
ARTQX Artisan Mid Cap Value Fund | 7.91% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
Correlation
The correlation between ARTMX and ARTQX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2001 | 0.79 |
Over the past year, the correlation between ARTMX and ARTQX has dropped to 0.53 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
ARTMX vs. ARTQX — Risk / Return Rank
ARTMX
ARTQX
ARTMX vs. ARTQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and Artisan Mid Cap Value Fund (ARTQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTMX | ARTQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.89 | -0.23 |
| Martin ratioReturn relative to average drawdown | 2.28 | 2.38 | -0.11 |
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Drawdowns
ARTMX vs. ARTQX - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, which is greater than ARTQX's maximum drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for ARTMX and ARTQX.
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Drawdown Indicators
| ARTMX | ARTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -52.64% | -5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -11.15% | -2.17% |
Max Drawdown (3Y)Largest decline over 3 years | -24.65% | -18.80% | -5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -21.88% | -21.85% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -44.46% | +0.73% |
Current DrawdownCurrent decline from peak | -7.71% | -1.90% | -5.81% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -7.12% | -4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 4.18% | -0.38% |
Volatility
ARTMX vs. ARTQX - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 5.30% compared to Artisan Mid Cap Value Fund (ARTQX) at 4.13%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than ARTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTMX | ARTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 4.13% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 15.62% | 10.33% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.71% | 14.62% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.32% | 20.37% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.60% | 21.40% | +1.20% |
ARTMX vs. ARTQX - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is lower than ARTQX's 1.21% expense ratio.
Dividends
ARTMX vs. ARTQX - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 18.89%, more than ARTQX's 6.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 18.89% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
ARTQX Artisan Mid Cap Value Fund | 6.72% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
Frequently Asked Questions
ARTMX and ARTQX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTMX has higher volatility (5.30%) compared to ARTQX (4.13%). In terms of maximum drawdown, ARTMX dropped -57.80% vs ARTQX's -52.64%.
ARTQX currently has the higher Sharpe Ratio (0.68 vs 0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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