RYIPX vs. ARTJX
RYIPX (Royce International Premier Fund) and ARTJX (Artisan International Small-Mid Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, RYIPX returned 4.37%/yr vs 7.27%/yr for ARTJX. Their correlation of 0.82 means they have usually moved in the same direction. RYIPX charges 1.44%/yr vs 1.28%/yr for ARTJX.
Performance
RYIPX vs. ARTJX - Performance Comparison
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Returns By Period
In the year-to-date period, RYIPX achieves a 1.70% return, which is significantly lower than ARTJX's 7.73% return. Over the past 10 years, RYIPX has underperformed ARTJX with an annualized return of 4.37%, while ARTJX has yielded a comparatively higher 7.27% annualized return.
RYIPX
- 1D
- 2.17%
- 1M
- -0.26%
- 6M
- 1.04%
- YTD
- 1.70%
- 1Y
- -3.06%
- 3Y*
- 1.66%
- 5Y*
- -4.83%
- 10Y*
- 4.37%
- ALL TIME*
- 4.80%
ARTJX
- 1D
- 1.63%
- 1M
- -0.19%
- 6M
- 7.23%
- YTD
- 7.73%
- 1Y
- 14.68%
- 3Y*
- 8.17%
- 5Y*
- 0.91%
- 10Y*
- 7.27%
- ALL TIME*
- 9.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RYIPX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYIPX Royce International Premier Fund | 1.70% | 9.37% | -7.37% | 7.68% | -27.27% | 5.77% | 15.74% | 34.22% | -12.76% | 39.80% |
ARTJX Artisan International Small-Mid Fund | 7.73% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
Correlation
The correlation between RYIPX and ARTJX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.82 |
The correlation between RYIPX and ARTJX has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
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Return for Risk
RYIPX vs. ARTJX — Risk / Return Rank
RYIPX
ARTJX
RYIPX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund (RYIPX) and Artisan International Small-Mid Fund (ARTJX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYIPX | ARTJX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.35 | -1.55 |
| Martin ratioReturn relative to average drawdown | -0.48 | 4.65 | -5.13 |
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Drawdowns
RYIPX vs. ARTJX - Drawdown Comparison
The maximum RYIPX drawdown since its inception was -42.14%, smaller than the maximum ARTJX drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for RYIPX and ARTJX.
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Drawdown Indicators
| RYIPX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.14% | -64.43% | +22.29% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -10.10% | -5.46% |
Max Drawdown (3Y)Largest decline over 3 years | -17.41% | -17.50% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -42.14% | -37.04% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.14% | -37.04% | -5.10% |
Current DrawdownCurrent decline from peak | -26.35% | -1.34% | -25.01% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -13.18% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 2.94% | +3.43% |
Volatility
RYIPX vs. ARTJX - Volatility Comparison
Royce International Premier Fund (RYIPX) has a higher volatility of 4.63% compared to Artisan International Small-Mid Fund (ARTJX) at 3.76%. This indicates that RYIPX's price experiences larger fluctuations and is considered to be riskier than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYIPX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.76% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 12.07% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 15.01% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 17.93% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 17.19% | -2.11% |
RYIPX vs. ARTJX - Expense Ratio Comparison
RYIPX has a 1.44% expense ratio, which is higher than ARTJX's 1.28% expense ratio.
Dividends
RYIPX vs. ARTJX - Dividend Comparison
RYIPX's dividend yield for the trailing twelve months is around 0.78%, less than ARTJX's 5.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | 5.19% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
RYIPX Royce International Premier Fund | 0.78% | 0.79% | 4.10% | 2.18% | 3.18% | 4.51% | 0.00% | 0.20% | 0.00% | 0.71% | 2.40% | 2.61% |
Frequently Asked Questions
RYIPX and ARTJX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYIPX has higher volatility (4.63%) compared to ARTJX (3.76%). In terms of maximum drawdown, RYIPX dropped -42.14% vs ARTJX's -64.43%.
ARTJX currently has the higher Sharpe Ratio (0.91 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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