ARTNX vs. ARTRX
Compare and contrast key facts about Artisan Select Equity Fund (ARTNX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTNX is managed by Artisan. It was launched on Feb 28, 2020. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTNX vs. ARTRX - Performance Comparison
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ARTNX vs. ARTRX - 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% |
ARTRX Artisan Global Opportunities Fund Class I | -4.34% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 35.32% |
Returns By Period
The year-to-date returns for both investments are quite close, with ARTNX having a -4.39% return and ARTRX slightly higher at -4.34%.
ARTNX
- 1D
- 0.60%
- 1M
- -6.82%
- YTD
- -4.39%
- 6M
- 3.26%
- 1Y
- 15.92%
- 3Y*
- 17.74%
- 5Y*
- 9.43%
- 10Y*
- —
ARTRX
- 1D
- 3.30%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -7.40%
- 1Y
- 8.45%
- 3Y*
- 10.49%
- 5Y*
- 3.12%
- 10Y*
- 10.63%
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ARTNX vs. ARTRX - Expense Ratio Comparison
ARTNX has a 1.26% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTNX vs. ARTRX — Risk / Return Rank
ARTNX
ARTRX
ARTNX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Select Equity Fund (ARTNX) and Artisan Global Opportunities Fund Class I (ARTRX). 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 | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.51 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.57 | 0.82 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.53 | +0.81 |
Martin ratioReturn relative to average drawdown | 4.90 | 1.59 | +3.31 |
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
| ARTNX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.51 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.16 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.50 | +0.12 |
Correlation
The correlation between ARTNX and ARTRX is 0.74, 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. ARTRX - Dividend Comparison
ARTNX's dividend yield for the trailing twelve months is around 3.24%, less than ARTRX's 3.74% 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% |
ARTRX Artisan Global Opportunities Fund Class I | 3.74% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
Drawdowns
ARTNX vs. ARTRX - Drawdown Comparison
The maximum ARTNX drawdown since its inception was -32.00%, smaller than the maximum ARTRX drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTNX and ARTRX.
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Drawdown Indicators
| ARTNX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.00% | -46.00% | +14.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -12.71% | +2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -27.75% | -38.37% | +10.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.37% | — |
Current DrawdownCurrent decline from peak | -9.36% | -9.83% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -8.30% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.21% | -1.33% |
Volatility
ARTNX vs. ARTRX - Volatility Comparison
The current volatility for Artisan Select Equity Fund (ARTNX) is 4.16%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 6.44%. This indicates that ARTNX experiences smaller price fluctuations and is considered to be less risky than ARTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTNX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 6.44% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 11.16% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.92% | 17.67% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 19.71% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 18.96% | +1.44% |