Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APDTX (ARTISAN THEMATIC FUND ADVISOR SHARES) | 13.54% | 22.10% | 24.53% | 12.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APDTX (ARTISAN THEMATIC FUND ADVISOR SHARES) | 07/31/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 22.10 | 24.53 | 12.24 | NA | NA | NA | … | … | 13.54 | 17.77 | 31.86 | 16.02 | -25.99 | 23.62 | 29.94 | 32.65 | -5.03 |
| Sharpe Ratio | NA | 1.07 | 1.16 | 0.51 | NA | NA | NA | … | … | 1.35 | 0.71 | 1.73 | 1.01 | -1.17 | 1.50 | 0.92 | 2.57 | -0.82 |
| Standard Deviation(%) | NA | 17.50 | 17.90 | 18.42 | NA | NA | NA | … | … | 20.33 | 21.53 | 16.29 | 12.36 | 23.48 | 15.68 | 31.97 | 12.13 | 16.05 |
| Draw Down(%) | NA | 13.16 | 19.82 | 31.46 | NA | NA | NA | … | … | 13.16 | 19.82 | 8.86 | 11.60 | 31.24 | 6.14 | 28.98 | 5.81 | 14.74 |
| Yield(%) | 0.00 | 4.18 | 7.35 | 6.70 | 6.54 | 4.36 | 3.27 | … | … | 0.00 | 4.62 | 15.22 | 0.00 | 0.36 | 17.24 | 4.01 | 4.90 | 3.26 |
Data as of 06/04/2026, Common starting date is 07/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDTX (ARTISAN THEMATIC FUND ADVISOR SHARES) |
2.01%
Dec 2020 – Dec 2023 |
8.34%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDTX (ARTISAN THEMATIC FUND ADVISOR SHARES) |
28.68%
Dec 2018 – Dec 2021 |
15.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart