ARTNX vs. ARTGX

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan Select Equity Fund (ARTNX) and Artisan Global Value Fund (ARTGX).

ARTNX is managed by Artisan. It was launched on Feb 28, 2020. ARTGX is managed by Artisan. It was launched on Dec 9, 2007.

Performance

ARTNX vs. ARTGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Select Equity Fund (ARTNX) and Artisan Global Value Fund (ARTGX). The values are adjusted to include any dividend payments, if applicable.

ARTNX vs. ARTGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ARTNX Artisan Select Equity Fund	-4.39%	28.66%	17.09%	26.12%	-18.16%	15.36%	20.60%
ARTGX Artisan Global Value Fund	-4.90%	34.03%	10.66%	26.57%	-13.56%	15.60%	5.96%

Returns By Period

In the year-to-date period, ARTNX achieves a -4.39% return, which is significantly higher than ARTGX's -4.90% return.

ARTNX

• 1D: 0.60%
• 1M: -7.80%
• YTD: -4.39%
• 6M: 3.48%
• 1Y: 16.28%
• 3Y*: 17.74%
• 5Y*: 9.43%
• 10Y*: —

ARTGX

• 1D: 0.60%
• 1M: -9.21%
• YTD: -4.90%
• 6M: 1.95%
• 1Y: 16.95%
• 3Y*: 17.59%
• 5Y*: 10.26%
• 10Y*: 10.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTNX vs. ARTGX - Expense Ratio Comparison

ARTNX has a 1.26% expense ratio, which is higher than ARTGX's 1.25% expense ratio.

ARTNX

Artisan Select Equity Fund

ARTGX

Artisan Global Value Fund

Return for Risk

ARTNX vs. ARTGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTNX

ARTNX Risk / Return Rank: 55
ARTNX Sharpe Ratio Rank: 57
ARTNX Sortino Ratio Rank: 59
ARTNX Omega Ratio Rank: 54
ARTNX Calmar Ratio Rank: 55
ARTNX Martin Ratio Rank: 49

ARTGX

ARTGX Risk / Return Rank: 67
ARTGX Sharpe Ratio Rank: 70
ARTGX Sortino Ratio Rank: 70
ARTGX Omega Ratio Rank: 68
ARTGX Calmar Ratio Rank: 65
ARTGX Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTNX vs. ARTGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Select Equity Fund (ARTNX) and Artisan Global Value Fund (ARTGX). 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.

	ARTNX	ARTGX	Difference
Sharpe ratio Return per unit of total volatility	1.07	1.23	-0.16
Sortino ratio Return per unit of downside risk	1.57	1.73	-0.17
Omega ratio Gain probability vs. loss probability	1.22	1.25	-0.03
Calmar ratio Return relative to maximum drawdown	1.33	1.49	-0.15
Martin ratio Return relative to average drawdown	4.90	5.94	-1.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTNX vs. ARTGX - Sharpe Ratio Comparison

The current ARTNX Sharpe Ratio is 1.07, which is comparable to the ARTGX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of ARTNX and ARTGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARTNX	ARTGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.07	1.23	-0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	0.72	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.62	0.48	+0.14

Correlation

The correlation between ARTNX and ARTGX is 0.94, 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

ARTNX vs. ARTGX - Dividend Comparison

ARTNX's dividend yield for the trailing twelve months is around 3.24%, less than ARTGX's 4.82% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARTNX Artisan Select Equity Fund	3.24%	3.10%	2.52%	0.47%	1.35%	4.90%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ARTGX Artisan Global Value Fund	4.82%	4.58%	5.38%	2.87%	3.68%	9.38%	0.05%	1.29%	6.35%	2.01%	2.66%	5.95%

Drawdowns

ARTNX vs. ARTGX - Drawdown Comparison

The maximum ARTNX drawdown since its inception was -32.00%, smaller than the maximum ARTGX drawdown of -49.92%. Use the drawdown chart below to compare losses from any high point for ARTNX and ARTGX.

Drawdown Indicators

	ARTNX	ARTGX	Difference
Max Drawdown Largest peak-to-trough decline	-32.00%	-49.92%	+17.92%
Max Drawdown (1Y) Largest decline over 1 year	-10.14%	-10.18%	+0.04%
Max Drawdown (5Y) Largest decline over 5 years	-27.75%	-26.74%	-1.01%
Max Drawdown (10Y) Largest decline over 10 years	—	-39.90%	—
Current Drawdown Current decline from peak	-9.36%	-9.64%	+0.28%
Average Drawdown Average peak-to-trough decline	-5.84%	-6.60%	+0.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.88%	2.54%	+0.34%

Volatility

ARTNX vs. ARTGX - Volatility Comparison

Artisan Select Equity Fund (ARTNX) and Artisan Global Value Fund (ARTGX) have volatilities of 4.16% and 4.26%, 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.

Volatility by Period

	ARTNX	ARTGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	4.26%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	9.18%	8.25%	+0.93%
Volatility (1Y) Calculated over the trailing 1-year period	15.92%	13.78%	+2.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.77%	14.38%	+1.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.40%	17.25%	+3.15%