ARTNX vs. ORDNX
Compare and contrast key facts about Artisan Select Equity Fund (ARTNX) and North Square Preferred and Income Securities Fund (ORDNX).
ARTNX is managed by Artisan. It was launched on Feb 28, 2020. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
ARTNX vs. ORDNX - Performance Comparison
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ARTNX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ARTNX Artisan Select Equity Fund | -2.66% | 28.66% | 17.09% | 26.12% | -18.16% | 15.36% | 20.60% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 9.46% |
Returns By Period
In the year-to-date period, ARTNX achieves a -2.66% return, which is significantly lower than ORDNX's -0.77% return.
ARTNX
- 1D
- 1.80%
- 1M
- -5.14%
- YTD
- -2.66%
- 6M
- 5.12%
- 1Y
- 18.01%
- 3Y*
- 18.44%
- 5Y*
- 9.61%
- 10Y*
- —
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
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ARTNX vs. ORDNX - Expense Ratio Comparison
ARTNX has a 1.26% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
ARTNX vs. ORDNX — Risk / Return Rank
ARTNX
ORDNX
ARTNX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Select Equity Fund (ARTNX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.92 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.42 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.43 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.87 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.95 | 7.04 | -1.09 |
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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.92 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 1.08 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.73 | -0.09 |
Correlation
The correlation between ARTNX and ORDNX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTNX vs. ORDNX - Dividend Comparison
ARTNX's dividend yield for the trailing twelve months is around 3.18%, less than ORDNX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTNX Artisan Select Equity Fund | 3.18% | 3.10% | 2.52% | 0.47% | 1.35% | 4.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
ARTNX vs. ORDNX - Drawdown Comparison
The maximum ARTNX drawdown since its inception was -32.00%, smaller than the maximum ORDNX drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for ARTNX and ORDNX.
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Drawdown Indicators
| ARTNX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.00% | -34.40% | +2.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -2.66% | -7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -27.75% | -18.77% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.40% | — |
Current DrawdownCurrent decline from peak | -7.72% | -2.15% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -3.86% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 0.71% | +2.13% |
Volatility
ARTNX vs. ORDNX - Volatility Comparison
Artisan Select Equity Fund (ARTNX) has a higher volatility of 4.62% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that ARTNX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTNX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 1.18% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 1.74% | +7.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 2.66% | +13.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.79% | 7.08% | +8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 14.24% | +6.17% |