Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APDLX (ARTISAN VALUE FUND ADVISOR SHARES) | 5.46% | 15.39% | 15.06% | 9.33% | 11.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APDLX (ARTISAN VALUE FUND ADVISOR SHARES) | 04/02/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 15.39 | 15.06 | 9.33 | 11.67 | NA | NA | … | … | 5.46 | 0.84 | 12.31 | 24.36 | -8.53 | 23.42 | 11.13 | 30.37 | -15.03 | 16.11 | 29.14 | -11.58 |
| Sharpe Ratio | NA | 1.20 | 0.97 | 0.46 | 0.56 | NA | NA | … | … | 0.83 | -0.11 | 0.86 | 1.61 | -0.45 | 1.63 | 0.30 | 2.06 | -0.95 | 1.90 | 1.64 | -0.87 |
| Standard Deviation(%) | NA | 11.53 | 12.50 | 15.25 | 18.17 | NA | NA | … | … | 12.59 | 19.47 | 10.10 | 12.97 | 22.12 | 14.35 | 36.69 | 14.06 | 17.34 | 8.19 | 17.65 | 17.46 |
| Draw Down(%) | NA | 9.29 | 13.25 | 22.82 | 39.01 | NA | NA | … | … | 9.29 | 13.25 | 5.89 | 10.57 | 22.82 | 8.30 | 39.01 | 8.74 | 25.43 | 3.75 | 11.88 | 19.04 |
| Yield(%) | 0.00 | 13.47 | 9.97 | 9.43 | 10.27 | 6.99 | 5.24 | … | … | 0.00 | 14.11 | 8.10 | 6.23 | 13.88 | 14.52 | 7.96 | 5.11 | 12.21 | 10.69 | 0.80 | 9.09 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDLX (ARTISAN VALUE FUND ADVISOR SHARES) |
-3.94%
Mar 2017 – Mar 2020 |
3.96%
May 2015 – May 2020 |
10.12%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDLX (ARTISAN VALUE FUND ADVISOR SHARES) |
23.74%
Mar 2020 – Mar 2023 |
20.18%
Mar 2020 – Mar 2025 |
13.73%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart