ARTSX vs. ARTFX
Compare and contrast key facts about Artisan Small Cap Fund (ARTSX) and Artisan High Income Fund (ARTFX).
ARTSX is managed by Artisan. It was launched on Mar 28, 1995. ARTFX is managed by Artisan. It was launched on Mar 19, 2014.
Performance
ARTSX vs. ARTFX - Performance Comparison
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ARTSX vs. ARTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTSX Artisan Small Cap Fund | -7.56% | 8.46% | 20.56% | 9.29% | -29.44% | -9.05% | 60.95% | 40.04% | 1.97% | 26.97% |
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
Returns By Period
In the year-to-date period, ARTSX achieves a -7.56% return, which is significantly lower than ARTFX's -1.87% return. Over the past 10 years, ARTSX has outperformed ARTFX with an annualized return of 10.72%, while ARTFX has yielded a comparatively lower 6.19% annualized return.
ARTSX
- 1D
- -2.30%
- 1M
- -13.83%
- YTD
- -7.56%
- 6M
- -4.33%
- 1Y
- 11.57%
- 3Y*
- 7.08%
- 5Y*
- -2.25%
- 10Y*
- 10.72%
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
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ARTSX vs. ARTFX - Expense Ratio Comparison
ARTSX has a 1.19% expense ratio, which is higher than ARTFX's 0.96% expense ratio.
Return for Risk
ARTSX vs. ARTFX — Risk / Return Rank
ARTSX
ARTFX
ARTSX vs. ARTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund (ARTSX) and Artisan High Income Fund (ARTFX). 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.
| ARTSX | ARTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.63 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.79 | 2.43 | -1.64 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.39 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.80 | -1.38 |
Martin ratioReturn relative to average drawdown | 1.68 | 7.23 | -5.55 |
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
| ARTSX | ARTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.63 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.70 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 1.20 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.02 | -0.68 |
Correlation
The correlation between ARTSX and ARTFX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ARTSX vs. ARTFX - Dividend Comparison
ARTSX's dividend yield for the trailing twelve months is around 8.92%, more than ARTFX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTSX Artisan Small Cap Fund | 8.92% | 8.24% | 10.40% | 0.00% | 0.26% | 12.11% | 5.26% | 7.83% | 20.83% | 16.26% | 1.18% | 10.12% |
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
Drawdowns
ARTSX vs. ARTFX - Drawdown Comparison
The maximum ARTSX drawdown since its inception was -62.77%, which is greater than ARTFX's maximum drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for ARTSX and ARTFX.
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Drawdown Indicators
| ARTSX | ARTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.77% | -21.42% | -41.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.44% | -2.76% | -12.68% |
Max Drawdown (5Y)Largest decline over 5 years | -47.88% | -14.62% | -33.26% |
Max Drawdown (10Y)Largest decline over 10 years | -51.51% | -21.42% | -30.09% |
Current DrawdownCurrent decline from peak | -24.75% | -2.54% | -22.21% |
Average DrawdownAverage peak-to-trough decline | -14.72% | -2.24% | -12.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 0.69% | +3.24% |
Volatility
ARTSX vs. ARTFX - Volatility Comparison
Artisan Small Cap Fund (ARTSX) has a higher volatility of 8.68% compared to Artisan High Income Fund (ARTFX) at 1.00%. This indicates that ARTSX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTSX | ARTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.68% | 1.00% | +7.68% |
Volatility (6M)Calculated over the trailing 6-month period | 15.75% | 1.88% | +13.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.14% | 3.30% | +21.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.25% | 4.81% | +22.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.34% | 5.19% | +20.15% |