See what your fund actually adds
Artisan Small Cap Fund Investor Shares ARTSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ARTSX | Replication |
|---|---|---|
| Annualized growth | -0.4% | 4.3% |
| Annualized volatility | 24.9% | 21.8% |
| Sharpe ratio | 0.11 | 0.30 |
| Maximum drawdown | 45.7% | 36.8% |
| Replication fit (R²) | 0.90 · Tracking error 8.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model ARTSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 95.7% |
| VOT | Mid-Cap · Growth | 4.3% |