ARTMX vs. POSKX
ARTMX (Artisan Mid Cap Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both mutual funds - ARTMX is a Mid Cap Growth Equities fund managed by Artisan, while POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds. Over the past 10 years, ARTMX returned 11.73%/yr vs 16.68%/yr for POSKX. Their correlation of 0.85 suggests significant overlap in exposure. ARTMX charges 1.18%/yr vs 0.65%/yr for POSKX.
Performance
ARTMX vs. POSKX - Performance Comparison
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Returns By Period
In the year-to-date period, ARTMX achieves a 7.09% return, which is significantly lower than POSKX's 25.29% return. Over the past 10 years, ARTMX has underperformed POSKX with an annualized return of 11.73%, while POSKX has yielded a comparatively higher 16.68% annualized return.
ARTMX
- 1D
- 1.86%
- 1M
- 3.76%
- YTD
- 7.09%
- 6M
- 5.10%
- 1Y
- 19.95%
- 3Y*
- 13.69%
- 5Y*
- 2.47%
- 10Y*
- 11.73%
POSKX
- 1D
- 1.81%
- 1M
- 4.82%
- YTD
- 25.29%
- 6M
- 23.99%
- 1Y
- 52.59%
- 3Y*
- 24.45%
- 5Y*
- 16.90%
- 10Y*
- 16.68%
ARTMX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 7.09% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
POSKX PrimeCap Odyssey Stock Fund | 25.29% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Correlation
The correlation between ARTMX and POSKX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.85 |
The correlation between ARTMX and POSKX shifts across timeframes, from 0.74 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ARTMX vs. POSKX — Risk / Return Rank
ARTMX
POSKX
ARTMX vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and PrimeCap Odyssey Stock Fund (POSKX). 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 | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.54 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 5.21 | -3.70 |
| Martin ratioReturn relative to average drawdown | 5.81 | 21.60 | -15.79 |
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Drawdowns
ARTMX vs. POSKX - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, which is greater than POSKX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for ARTMX and POSKX.
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Drawdown Indicators
| ARTMX | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -50.18% | -7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -9.99% | -3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -24.65% | -20.25% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -22.96% | -20.77% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -36.88% | -6.85% |
Current DrawdownCurrent decline from peak | -1.32% | -0.46% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -6.14% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.40% | +1.06% |
Volatility
ARTMX vs. POSKX - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) and PrimeCap Odyssey Stock Fund (POSKX) have volatilities of 7.01% and 6.92%, 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.
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Volatility by Period
| ARTMX | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.92% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 13.87% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 16.89% | +1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.22% | 18.05% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.60% | 19.08% | +3.52% |
ARTMX vs. POSKX - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than POSKX's 0.65% expense ratio.
Dividends
ARTMX vs. POSKX - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 18.06%, less than POSKX's 21.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 18.06% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
POSKX PrimeCap Odyssey Stock Fund | 21.90% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
Frequently Asked Questions
ARTMX and POSKX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTMX has higher volatility (7.01%) compared to POSKX (6.92%). In terms of maximum drawdown, ARTMX dropped -57.80% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (3.08 vs 1.12), 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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