ARTMX vs. IJH

In the year-to-date period, ARTMX achieves a -4.66% return, which is significantly higher than IJH's -5.21% return. Over the past 10 years, ARTMX has underperformed IJH with an annualized return of -3.74%, while IJH has yielded a comparatively higher 8.55% annualized return.

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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 -0.44, which is lower than the IJH Sharpe Ratio of -0.01. 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 has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.41%.

The maximum ARTMX drawdown since its inception was -64.68%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for ARTMX and IJH. For additional features, visit the drawdowns tool.

Artisan Mid Cap Fund (ARTMX) and iShares Core S&P Mid-Cap ETF (IJH) have volatilities of 7.32% and 7.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.