FIUSX vs. ARTQX
Compare and contrast key facts about Delaware Opportunity Fund (FIUSX) and Artisan Mid Cap Value Fund (ARTQX).
FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992. ARTQX is managed by Artisan. It was launched on Mar 28, 2001.
Performance
FIUSX vs. ARTQX - Performance Comparison
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FIUSX vs. ARTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 5.51% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
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% |
Returns By Period
In the year-to-date period, FIUSX achieves a 5.51% return, which is significantly higher than ARTQX's -6.82% return. Over the past 10 years, FIUSX has outperformed ARTQX with an annualized return of 9.80%, while ARTQX has yielded a comparatively lower 6.51% annualized return.
FIUSX
- 1D
- -0.89%
- 1M
- -6.21%
- YTD
- 5.51%
- 6M
- 8.16%
- 1Y
- 24.63%
- 3Y*
- 15.29%
- 5Y*
- 9.33%
- 10Y*
- 9.80%
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%
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FIUSX vs. ARTQX - Expense Ratio Comparison
FIUSX has a 1.15% expense ratio, which is lower than ARTQX's 1.21% expense ratio.
Return for Risk
FIUSX vs. ARTQX — Risk / Return Rank
FIUSX
ARTQX
FIUSX vs. ARTQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Opportunity Fund (FIUSX) and Artisan Mid Cap Value Fund (ARTQX). 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.
| FIUSX | ARTQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | -0.18 | +1.56 |
Sortino ratioReturn per unit of downside risk | 1.98 | -0.12 | +2.11 |
Omega ratioGain probability vs. loss probability | 1.29 | 0.98 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | -0.38 | +2.12 |
Martin ratioReturn relative to average drawdown | 8.42 | -1.15 | +9.57 |
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
| FIUSX | ARTQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | -0.18 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.11 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.30 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.43 | 0.00 |
Correlation
The correlation between FIUSX and ARTQX is 0.91, 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
FIUSX vs. ARTQX - Dividend Comparison
FIUSX's dividend yield for the trailing twelve months is around 10.93%, more than ARTQX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 10.93% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
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% |
Drawdowns
FIUSX vs. ARTQX - Drawdown Comparison
The maximum FIUSX drawdown since its inception was -56.30%, which is greater than ARTQX's maximum drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for FIUSX and ARTQX.
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Drawdown Indicators
| FIUSX | ARTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.30% | -52.64% | -3.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -12.68% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -21.88% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -44.46% | -1.92% |
Current DrawdownCurrent decline from peak | -6.66% | -11.44% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -7.17% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 4.20% | -1.53% |
Volatility
FIUSX vs. ARTQX - Volatility Comparison
Delaware Opportunity Fund (FIUSX) has a higher volatility of 5.06% compared to Artisan Mid Cap Value Fund (ARTQX) at 4.25%. This indicates that FIUSX's price experiences larger fluctuations and is considered to be riskier than ARTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUSX | ARTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.25% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 11.06% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 19.32% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 20.44% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 21.49% | -0.97% |