See what your fund actually adds
Artisan International Small-Mid Fund Investor Share ARTJX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ARTJX | Replication |
|---|---|---|
| Annualized growth | 1.5% | 3.9% |
| Annualized volatility | 18.1% | 17.5% |
| Sharpe ratio | 0.17 | 0.31 |
| Maximum drawdown | 35.6% | 34.6% |
| Replication fit (R²) | 0.90 · Tracking error 5.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model ARTJX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 49.0% |
| VBK | Small-Cap · Growth | 20.3% |
| VSS | Intl · Small Cap | 12.3% |
| VNQI | Alternatives · Intl Real Estate | 9.4% |
| IWC | Micro Cap | 9.0% |