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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
APHMX (Artisan Mid Cap Fd Insti Sh) 5.05% 13.12% 11.08% 5.70% 9.65% NA NA 10.72%
Data as of 07/02/2025, AR inception is 05/27/2011
More Performance Analytics Comparison
Name Start Date End Date
APHMX (Artisan Mid Cap Fd Insti Sh) 05/27/2011 07/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.69 13.12 11.08 5.70 9.65 NA NA 10.72 5.05 12.04 24.30 -36.66 10.41 58.98 38.32 -4.04 20.87 -0.57 2.43 5.93 37.93 19.84 -10.57
Sharpe Ratio NA 0.43 0.32 0.18 0.35 NA NA 0.44 0.31 0.31 1.06 -1.04 0.50 1.78 2.22 -0.26 1.01 -0.05 0.15 0.35 2.53 1.11 -0.53
Standard Deviation(%) NA 23.93 23.10 24.64 23.36 NA NA 22.26 28.34 17.49 19.15 36.62 20.76 32.80 16.67 20.57 20.04 16.08 16.02 16.69 14.97 18.00 32.42
Draw Down(%) NA 24.61 24.61 43.56 43.56 NA NA 43.56 24.61 13.10 14.72 38.41 13.04 30.62 10.33 24.42 12.50 19.24 12.17 13.66 7.30 13.56 22.14
Yield(%) 0.00 12.09 5.01 8.61 9.72 10.45 7.84 11.19 0.00 12.80 0.00 0.31 15.74 17.77 14.15 19.09 14.47 8.03 13.71 9.91 9.48 5.29 0.00
Data as of 07/02/2025, AR inception is 05/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APHMX (Artisan Mid Cap Fd Insti Sh) -7.82%
Oct 2021 - Oct 2024 		4.58%
Dec 2013 - Dec 2018 		7.91%
Oct 2013 - Oct 2023 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APHMX (Artisan Mid Cap Fd Insti Sh) 34.40%
Dec 2018 - Dec 2021 		24.98%
Oct 2016 - Oct 2021 		18.28%
Sep 2011 - Sep 2021 		0.00%
NA
Annualized Rolling Returns Comparison Chart