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NMANX vs. ARTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NMANX vs. ARTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Mid Cap Growth Fund (NMANX) and Artisan International Value Fund (ARTKX). The values are adjusted to include any dividend payments, if applicable.

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NMANX vs. ARTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NMANX
Neuberger Berman Mid Cap Growth Fund
-5.12%5.51%24.39%18.21%-28.82%12.42%39.45%33.62%-6.28%29.01%
ARTKX
Artisan International Value Fund
-0.53%22.54%6.38%22.65%-6.98%16.66%8.52%23.98%-15.70%23.84%

Returns By Period

In the year-to-date period, NMANX achieves a -5.12% return, which is significantly lower than ARTKX's -0.53% return. Over the past 10 years, NMANX has outperformed ARTKX with an annualized return of 11.06%, while ARTKX has yielded a comparatively lower 9.85% annualized return.


NMANX

1D
4.27%
1M
-6.96%
YTD
-5.12%
6M
-12.25%
1Y
8.94%
3Y*
10.91%
5Y*
2.51%
10Y*
11.06%

ARTKX

1D
1.58%
1M
-6.90%
YTD
-0.53%
6M
3.06%
1Y
15.56%
3Y*
13.04%
5Y*
9.47%
10Y*
9.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NMANX vs. ARTKX - Expense Ratio Comparison

NMANX has a 0.83% expense ratio, which is lower than ARTKX's 1.25% expense ratio.


Return for Risk

NMANX vs. ARTKX — Risk / Return Rank

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

NMANX
NMANX Risk / Return Rank: 1414
Overall Rank
NMANX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
NMANX Sortino Ratio Rank: 1515
Sortino Ratio Rank
NMANX Omega Ratio Rank: 1313
Omega Ratio Rank
NMANX Calmar Ratio Rank: 1414
Calmar Ratio Rank
NMANX Martin Ratio Rank: 1313
Martin Ratio Rank

ARTKX
ARTKX Risk / Return Rank: 5454
Overall Rank
ARTKX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ARTKX Sortino Ratio Rank: 5656
Sortino Ratio Rank
ARTKX Omega Ratio Rank: 5656
Omega Ratio Rank
ARTKX Calmar Ratio Rank: 5555
Calmar Ratio Rank
ARTKX Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NMANX vs. ARTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and Artisan International Value Fund (ARTKX). 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.


NMANXARTKXDifference

Sharpe ratio

Return per unit of total volatility

0.42

1.08

-0.66

Sortino ratio

Return per unit of downside risk

0.74

1.56

-0.81

Omega ratio

Gain probability vs. loss probability

1.09

1.23

-0.14

Calmar ratio

Return relative to maximum drawdown

0.44

1.38

-0.94

Martin ratio

Return relative to average drawdown

1.39

4.80

-3.42

NMANX vs. ARTKX - Sharpe Ratio Comparison

The current NMANX Sharpe Ratio is 0.42, which is lower than the ARTKX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of NMANX and ARTKX, 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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Sharpe Ratios by Period


NMANXARTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.42

1.08

-0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.69

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.61

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.72

-0.21

Correlation

The correlation between NMANX and ARTKX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

NMANX vs. ARTKX - Dividend Comparison

NMANX's dividend yield for the trailing twelve months is around 24.34%, more than ARTKX's 6.95% yield.


TTM20252024202320222021202020192018201720162015
NMANX
Neuberger Berman Mid Cap Growth Fund
24.34%23.10%9.85%3.19%4.87%16.30%9.58%5.43%11.70%8.94%5.00%9.00%
ARTKX
Artisan International Value Fund
6.95%6.90%4.10%2.84%2.11%9.72%0.84%3.64%5.37%3.89%3.11%6.17%

Drawdowns

NMANX vs. ARTKX - Drawdown Comparison

The maximum NMANX drawdown since its inception was -72.14%, which is greater than ARTKX's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for NMANX and ARTKX.


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Drawdown Indicators


NMANXARTKXDifference

Max Drawdown

Largest peak-to-trough decline

-72.14%

-51.90%

-20.24%

Max Drawdown (1Y)

Largest decline over 1 year

-17.71%

-9.96%

-7.75%

Max Drawdown (5Y)

Largest decline over 5 years

-38.10%

-24.95%

-13.15%

Max Drawdown (10Y)

Largest decline over 10 years

-38.10%

-38.11%

+0.01%

Current Drawdown

Current decline from peak

-14.20%

-8.23%

-5.97%

Average Drawdown

Average peak-to-trough decline

-17.45%

-6.76%

-10.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.65%

2.86%

+2.79%

Volatility

NMANX vs. ARTKX - Volatility Comparison

Neuberger Berman Mid Cap Growth Fund (NMANX) has a higher volatility of 8.87% compared to Artisan International Value Fund (ARTKX) at 5.24%. This indicates that NMANX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NMANXARTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.87%

5.24%

+3.63%

Volatility (6M)

Calculated over the trailing 6-month period

16.47%

10.92%

+5.55%

Volatility (1Y)

Calculated over the trailing 1-year period

23.78%

14.56%

+9.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.16%

13.83%

+9.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.36%

16.11%

+6.25%