ARTQX vs. NAMAX
Compare and contrast key facts about Artisan Mid Cap Value Fund (ARTQX) and Columbia Select Mid Cap Value Fund (NAMAX).
ARTQX is managed by Artisan. It was launched on Mar 28, 2001. NAMAX is managed by Columbia. It was launched on Nov 20, 2001.
Performance
ARTQX vs. NAMAX - Performance Comparison
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ARTQX vs. NAMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | -6.82% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
NAMAX Columbia Select Mid Cap Value Fund | 4.45% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
Returns By Period
In the year-to-date period, ARTQX achieves a -6.82% return, which is significantly lower than NAMAX's 4.45% return. Over the past 10 years, ARTQX has underperformed NAMAX with an annualized return of 6.51%, while NAMAX has yielded a comparatively higher 10.00% annualized return.
ARTQX
- 1D
- -0.29%
- 1M
- -7.88%
- YTD
- -6.82%
- 6M
- -5.25%
- 1Y
- -4.09%
- 3Y*
- 3.81%
- 5Y*
- 2.33%
- 10Y*
- 6.51%
NAMAX
- 1D
- -1.17%
- 1M
- -8.05%
- YTD
- 4.45%
- 6M
- 7.01%
- 1Y
- 21.96%
- 3Y*
- 13.59%
- 5Y*
- 9.26%
- 10Y*
- 10.00%
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ARTQX vs. NAMAX - Expense Ratio Comparison
ARTQX has a 1.21% expense ratio, which is higher than NAMAX's 0.88% expense ratio.
Return for Risk
ARTQX vs. NAMAX — Risk / Return Rank
ARTQX
NAMAX
ARTQX vs. NAMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Value Fund (ARTQX) and Columbia Select Mid Cap Value Fund (NAMAX). 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 | NAMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | 1.22 | -1.40 |
Sortino ratioReturn per unit of downside risk | -0.12 | 1.75 | -1.87 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.25 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | 1.53 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.15 | 6.72 | -7.87 |
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
| ARTQX | NAMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 1.22 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.51 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.50 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.46 | -0.03 |
Correlation
The correlation between ARTQX and NAMAX is 0.93, 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. NAMAX - Dividend Comparison
ARTQX's dividend yield for the trailing twelve months is around 7.79%, more than NAMAX's 6.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | 7.79% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
NAMAX Columbia Select Mid Cap Value Fund | 6.40% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
Drawdowns
ARTQX vs. NAMAX - Drawdown Comparison
The maximum ARTQX drawdown since its inception was -52.64%, smaller than the maximum NAMAX drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for ARTQX and NAMAX.
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Drawdown Indicators
| ARTQX | NAMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.64% | -60.44% | +7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -13.67% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -20.90% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -44.46% | -43.24% | -1.22% |
Current DrawdownCurrent decline from peak | -11.44% | -8.49% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -8.56% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.12% | +1.08% |
Volatility
ARTQX vs. NAMAX - Volatility Comparison
The current volatility for Artisan Mid Cap Value Fund (ARTQX) is 4.25%, while Columbia Select Mid Cap Value Fund (NAMAX) has a volatility of 5.15%. This indicates that ARTQX experiences smaller price fluctuations and is considered to be less risky than NAMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTQX | NAMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.15% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 10.28% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 18.87% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 18.09% | +2.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 20.00% | +1.49% |