ARTQX vs. ARTRX
Compare and contrast key facts about Artisan Mid Cap Value Fund (ARTQX) and Artisan Global Opportunities Fund Class I (ARTRX).
ARTQX is managed by Artisan. It was launched on Mar 28, 2001. ARTRX is managed by Artisan. It was launched on Sep 22, 2008.
Performance
ARTQX vs. ARTRX - Performance Comparison
Loading graphics...
ARTQX vs. ARTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | -4.93% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
ARTRX Artisan Global Opportunities Fund Class I | -4.34% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
Returns By Period
In the year-to-date period, ARTQX achieves a -4.93% return, which is significantly lower than ARTRX's -4.34% return. Over the past 10 years, ARTQX has underperformed ARTRX with an annualized return of 6.72%, while ARTRX has yielded a comparatively higher 10.63% annualized return.
ARTQX
- 1D
- 2.03%
- 1M
- -5.89%
- YTD
- -4.93%
- 6M
- -3.64%
- 1Y
- -2.01%
- 3Y*
- 4.51%
- 5Y*
- 2.48%
- 10Y*
- 6.72%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARTQX vs. ARTRX - Expense Ratio Comparison
ARTQX has a 1.21% expense ratio, which is higher than ARTRX's 1.14% expense ratio.
Return for Risk
ARTQX vs. ARTRX — Risk / Return Rank
ARTQX
ARTRX
ARTQX vs. ARTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Value Fund (ARTQX) 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.
| ARTQX | ARTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 0.51 | -0.62 |
Sortino ratioReturn per unit of downside risk | -0.02 | 0.82 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.11 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.21 | 0.53 | -0.74 |
Martin ratioReturn relative to average drawdown | -0.62 | 1.59 | -2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARTQX | ARTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 0.51 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.16 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.56 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.50 | -0.06 |
Correlation
The correlation between ARTQX and ARTRX is 0.75, 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
ARTQX vs. ARTRX - Dividend Comparison
ARTQX's dividend yield for the trailing twelve months is around 7.63%, more than ARTRX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | 7.63% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
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
ARTQX vs. ARTRX - Drawdown Comparison
The maximum ARTQX drawdown since its inception was -52.64%, which is greater than ARTRX's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for ARTQX and ARTRX.
Loading graphics...
Drawdown Indicators
| ARTQX | ARTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.64% | -46.00% | -6.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -12.71% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -38.37% | +16.49% |
Max Drawdown (10Y)Largest decline over 10 years | -44.46% | -38.37% | -6.09% |
Current DrawdownCurrent decline from peak | -9.64% | -9.83% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -8.30% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.21% | +0.03% |
Volatility
ARTQX vs. ARTRX - Volatility Comparison
The current volatility for Artisan Mid Cap Value Fund (ARTQX) is 4.88%, while Artisan Global Opportunities Fund Class I (ARTRX) has a volatility of 6.44%. This indicates that ARTQX 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.
Loading graphics...
Volatility by Period
| ARTQX | ARTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 6.44% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 11.16% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.39% | 17.67% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.46% | 19.71% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.50% | 18.96% | +2.54% |