Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APDSX (ARTISAN SMALL CAP FUND ADVISOR SHARES) | 14.64% | 32.11% | 14.68% | 1.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APDSX (ARTISAN SMALL CAP FUND ADVISOR SHARES) | 02/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 32.11 | 14.68 | 1.92 | NA | NA | NA | … | … | 14.64 | 2.58 | 14.76 | 9.51 | -29.36 | -8.92 | 61.14 | 40.22 | 2.10 | 20.49 |
| Sharpe Ratio | NA | 1.45 | 0.47 | -0.05 | NA | NA | NA | … | … | 1.19 | -0.01 | 0.54 | 0.26 | -0.78 | -0.35 | 1.69 | 2.07 | 0.03 | 1.94 |
| Standard Deviation(%) | NA | 21.44 | 23.13 | 27.24 | NA | NA | NA | … | … | 26.41 | 25.83 | 20.46 | 22.42 | 39.86 | 25.79 | 35.84 | 18.74 | 22.47 | 11.51 |
| Draw Down(%) | NA | 15.39 | 27.20 | 47.85 | NA | NA | NA | … | … | 15.39 | 25.85 | 11.43 | 21.73 | 40.26 | 23.18 | 34.77 | 9.87 | 27.53 | 4.87 |
| Yield(%) | 0.00 | 8.66 | 5.12 | 4.19 | 8.69 | 5.79 | 4.35 | … | … | 0.00 | 8.17 | 5.72 | 0.00 | 0.24 | 9.99 | 7.88 | 10.18 | 17.57 | 16.82 |
Data as of 06/04/2026, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDSX (ARTISAN SMALL CAP FUND ADVISOR SHARES) |
-11.92%
Jan 2021 – Jan 2024 |
-2.56%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDSX (ARTISAN SMALL CAP FUND ADVISOR SHARES) |
32.13%
Dec 2017 – Dec 2020 |
14.84%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart