Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHMX (Artisan Mid Cap Fd Insti Sh) | 5.35% | 18.63% | 14.23% | 3.16% | 11.64% | 11.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHMX (Artisan Mid Cap Fd Insti Sh) | 05/27/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 18.63 | 14.23 | 3.16 | 11.64 | 11.35 | NA | … | … | 5.35 | 1.90 | 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 | 1.08 | 0.58 | 0.01 | 0.43 | NA | NA | … | … | 0.39 | -0.04 | 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 | 17.07 | 19.59 | 24.00 | 23.22 | NA | NA | … | … | 20.81 | 25.91 | 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 | 13.30 | 24.61 | 43.56 | 43.56 | NA | NA | … | … | 13.30 | 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 | 14.86 | 10.16 | 7.23 | 11.54 | 12.05 | 8.67 | … | … | 0.00 | 15.16 | 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 06/04/2026, Common starting date 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 |
1.57%
Mar 2021 – Mar 2026 |
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