Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APDQX (ARTISAN MID CAP VALUE FUND ADVISOR SHARES) | 1.50% | 7.16% | 7.09% | 3.04% | 6.98% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APDQX (ARTISAN MID CAP VALUE FUND ADVISOR SHARES) | 04/02/2015 | 06/05/2026 |
| 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 (%) | 0.81 | 7.16 | 7.09 | 3.04 | 6.98 | NA | NA | … | … | 1.50 | -3.94 | 4.63 | 18.42 | -12.75 | 26.61 | 5.62 | 23.64 | -13.72 | 12.46 | 22.60 | -11.89 |
| Sharpe Ratio | NA | 0.26 | 0.24 | 0.02 | 0.27 | NA | NA | … | … | -0.05 | -0.36 | 0.08 | 0.91 | -0.63 | 1.66 | 0.13 | 1.55 | -0.97 | 1.46 | 1.34 | -1.01 |
| Standard Deviation(%) | NA | 14.72 | 15.79 | 17.53 | 20.29 | NA | NA | … | … | 15.18 | 19.29 | 13.29 | 16.31 | 22.71 | 15.98 | 42.64 | 14.32 | 15.61 | 8.14 | 16.72 | 15.42 |
| Draw Down(%) | NA | 11.18 | 18.75 | 21.75 | 44.42 | NA | NA | … | … | 11.18 | 16.12 | 8.08 | 13.43 | 21.75 | 8.77 | 44.42 | 9.39 | 23.31 | 4.43 | 11.17 | 15.56 |
| Yield(%) | 0.00 | 7.32 | 9.28 | 9.24 | 9.19 | 6.07 | 4.55 | … | … | 0.00 | 7.12 | 4.37 | 17.64 | 15.61 | 16.16 | 2.08 | 11.82 | 13.06 | 10.29 | 3.34 | 14.68 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| APDQX (ARTISAN MID CAP VALUE FUND ADVISOR SHARES) |
-8.72%
Mar 2017 – Mar 2020 |
0.65%
May 2015 – May 2020 |
6.06%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDQX (ARTISAN MID CAP VALUE FUND ADVISOR SHARES) |
23.39%
Mar 2020 – Mar 2023 |
17.05%
Mar 2020 – Mar 2025 |
8.86%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart