Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APAM (Artisan Partners Asset Management Inc.) | -4.99% | -0.82% | 10.93% | 1.60% | 11.40% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APAM (Artisan Partners Asset Management Inc.) | 03/07/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.82 | -0.82 | 10.93 | 1.60 | 11.40 | NA | NA | … | … | -4.99 | 2.72 | 4.85 | 60.26 | -31.31 | 2.74 | 73.75 | 67.20 | -37.86 | 46.22 | -8.00 | -22.62 | -16.58 | 70.96 |
| Sharpe Ratio | NA | -0.07 | 0.36 | -0.01 | 0.29 | NA | NA | … | … | -0.33 | -0.01 | 0.04 | 1.99 | -0.88 | 0.07 | 1.31 | 2.59 | -1.34 | 2.02 | -0.25 | -0.85 | -0.58 | 3.17 |
| Standard Deviation(%) | NA | 23.97 | 28.59 | 31.00 | 33.52 | NA | NA | … | … | 26.83 | 29.04 | 28.68 | 28.76 | 37.16 | 37.51 | 56.01 | 25.34 | 29.44 | 22.68 | 33.13 | 26.65 | 28.61 | 29.03 |
| Draw Down(%) | NA | 21.92 | 28.91 | 45.68 | 51.07 | NA | NA | … | … | 21.23 | 24.05 | 17.53 | 23.30 | 40.94 | 19.32 | 51.07 | 17.86 | 45.69 | 12.56 | 30.33 | 29.28 | 30.55 | 15.55 |
| Yield(%) | 0.00 | 9.79 | 10.12 | 6.80 | 10.63 | 7.63 | 5.72 | … | … | 5.67 | 8.54 | 7.19 | 8.65 | 7.71 | 8.62 | 10.59 | 11.26 | 6.73 | 8.57 | 7.58 | 5.38 | 3.96 | 2.58 |
Data as of 06/03/2026, Common starting date is 03/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APAM (Artisan Partners Asset Management Inc.) |
-17.77%
Oct 2013 – Oct 2016 |
-11.61%
Dec 2013 – Dec 2018 |
3.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APAM (Artisan Partners Asset Management Inc.) |
43.98%
Dec 2018 – Dec 2021 |
27.55%
Aug 2016 – Aug 2021 |
14.05%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart