ARTMX vs. POSKX
Compare and contrast key facts about Artisan Mid Cap Fund (ARTMX) and PrimeCap Odyssey Stock Fund (POSKX).
ARTMX is managed by Artisan. It was launched on Jun 27, 1997. POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
ARTMX vs. POSKX - Performance Comparison
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ARTMX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | -9.72% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
POSKX PrimeCap Odyssey Stock Fund | -1.96% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Returns By Period
In the year-to-date period, ARTMX achieves a -9.72% return, which is significantly lower than POSKX's -1.96% return. Over the past 10 years, ARTMX has underperformed POSKX with an annualized return of 10.15%, while POSKX has yielded a comparatively higher 13.84% annualized return.
ARTMX
- 1D
- -0.91%
- 1M
- -10.94%
- YTD
- -9.72%
- 6M
- -9.98%
- 1Y
- 12.05%
- 3Y*
- 8.57%
- 5Y*
- 0.49%
- 10Y*
- 10.15%
POSKX
- 1D
- -0.97%
- 1M
- -9.01%
- YTD
- -1.96%
- 6M
- 5.91%
- 1Y
- 26.50%
- 3Y*
- 17.57%
- 5Y*
- 11.90%
- 10Y*
- 13.84%
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ARTMX vs. POSKX - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than POSKX's 0.65% expense ratio.
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.
| ARTMX | POSKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.32 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.90 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.84 | -1.20 |
Martin ratioReturn relative to average drawdown | 2.40 | 8.00 | -5.60 |
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 | POSKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.32 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.68 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.74 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.61 | -0.12 |
Correlation
The correlation between ARTMX and POSKX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARTMX vs. POSKX - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 21.42%, less than POSKX's 27.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 21.42% | 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 | 27.99% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
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% | -13.30% | -0.02% |
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 | -16.81% | -9.99% | -6.82% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -6.19% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.06% | +0.59% |
Volatility
ARTMX vs. POSKX - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 6.65% compared to PrimeCap Odyssey Stock Fund (POSKX) at 5.71%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than POSKX based on this measure. 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 | 6.65% | 5.71% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 11.60% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 20.38% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.06% | 17.60% | +6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 18.86% | +3.56% |