ARTMX vs. IJH

In the year-to-date period, ARTMX achieves a -0.32% return, which is significantly higher than IJH's -3.38% return. Both investments have delivered pretty close results over the past 10 years, with ARTMX having a 8.88% annualized return and IJH not far behind at 8.63%.

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ARTMX has a 1.18% expense ratio, which is higher than IJH's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and iShares Core S&P Mid-Cap ETF (IJH). 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 ARTMX Sharpe Ratio is 0.31, which is higher than the IJH Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of ARTMX and IJH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARTMX's dividend yield for the trailing twelve months is around 15.48%, more than IJH's 1.38% yield.

The maximum ARTMX drawdown since its inception was -57.80%, roughly equal to the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for ARTMX and IJH.

The current volatility for Artisan Mid Cap Fund (ARTMX) is 5.36%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 6.06%. This indicates that ARTMX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.