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ARTYX vs. SMH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ARTYX and SMH 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.


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Performance

ARTYX vs. SMH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Developing World Fund (ARTYX) and VanEck Vectors Semiconductor ETF (SMH). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ARTYX:

1.09

SMH:

0.05

Sortino Ratio

ARTYX:

1.48

SMH:

0.40

Omega Ratio

ARTYX:

1.19

SMH:

1.05

Calmar Ratio

ARTYX:

0.49

SMH:

0.08

Martin Ratio

ARTYX:

4.23

SMH:

0.19

Ulcer Index

ARTYX:

5.05%

SMH:

15.40%

Daily Std Dev

ARTYX:

22.11%

SMH:

43.22%

Max Drawdown

ARTYX:

-62.85%

SMH:

-83.29%

Current Drawdown

ARTYX:

-22.83%

SMH:

-14.01%

Returns By Period

In the year-to-date period, ARTYX achieves a 12.52% return, which is significantly higher than SMH's -0.56% return.


ARTYX

YTD

12.52%

1M

11.53%

6M

8.44%

1Y

23.90%

3Y*

20.99%

5Y*

7.34%

10Y*

N/A

SMH

YTD

-0.56%

1M

25.49%

6M

-1.72%

1Y

2.23%

3Y*

28.87%

5Y*

29.28%

10Y*

25.01%

*Annualized

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Artisan Developing World Fund

VanEck Vectors Semiconductor ETF

ARTYX vs. SMH - Expense Ratio Comparison

ARTYX has a 1.28% expense ratio, which is higher than SMH's 0.35% expense ratio.


Risk-Adjusted Performance

ARTYX vs. SMH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTYX
The Risk-Adjusted Performance Rank of ARTYX is 8080
Overall Rank
The Sharpe Ratio Rank of ARTYX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTYX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of ARTYX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of ARTYX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of ARTYX is 8585
Martin Ratio Rank

SMH
The Risk-Adjusted Performance Rank of SMH is 2424
Overall Rank
The Sharpe Ratio Rank of SMH is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of SMH is 2828
Sortino Ratio Rank
The Omega Ratio Rank of SMH is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SMH is 2323
Calmar Ratio Rank
The Martin Ratio Rank of SMH is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ARTYX vs. SMH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and VanEck Vectors Semiconductor ETF (SMH). 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.


The current ARTYX Sharpe Ratio is 1.09, which is higher than the SMH Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of ARTYX and SMH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ARTYX vs. SMH - Dividend Comparison

ARTYX has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.44%.


TTM20242023202220212020201920182017201620152014
ARTYX
Artisan Developing World Fund
0.00%0.00%0.00%0.12%0.00%0.00%0.00%0.01%0.13%0.07%0.00%0.00%
SMH
VanEck Vectors Semiconductor ETF
0.44%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%

Drawdowns

ARTYX vs. SMH - Drawdown Comparison

The maximum ARTYX drawdown since its inception was -62.85%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for ARTYX and SMH. For additional features, visit the drawdowns tool.


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Volatility

ARTYX vs. SMH - Volatility Comparison

The current volatility for Artisan Developing World Fund (ARTYX) is 4.47%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.09%. This indicates that ARTYX experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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