Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHQX (ARTISAN MID CAP VALUE FUND INSTITUTIONAL SHARES) | 1.70% | 7.05% | 7.27% | -3.27% | 3.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHQX (ARTISAN MID CAP VALUE FUND INSTITUTIONAL SHARES) | 02/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 7.05 | 7.27 | -3.27 | 3.57 | NA | NA | … | … | 1.70 | 2.13 | 4.73 | 18.52 | -27.59 | 10.91 | 4.12 | 23.74 | -13.68 | 12.67 | 22.70 | -9.68 | 1.76 | 36.08 | 3.71 |
| Sharpe Ratio | NA | 0.27 | 0.25 | -0.30 | 0.09 | NA | NA | … | … | -0.06 | -0.04 | 0.08 | 0.92 | -1.04 | 0.53 | 0.09 | 1.56 | -0.97 | 0.74 | 1.35 | -0.65 | 0.16 | 3.13 | 0.31 |
| Standard Deviation(%) | NA | 14.73 | 15.82 | 19.90 | 21.80 | NA | NA | … | … | 15.16 | 18.74 | 13.28 | 16.32 | 28.11 | 20.49 | 42.57 | 14.27 | 15.63 | 16.31 | 16.72 | 14.95 | 11.13 | 11.52 | 13.29 |
| Draw Down(%) | NA | 11.10 | 18.75 | 38.61 | 44.42 | NA | NA | … | … | 11.10 | 16.16 | 8.09 | 13.36 | 29.80 | 20.18 | 44.42 | 9.33 | 23.29 | 9.53 | 11.16 | 15.55 | 10.96 | 4.57 | 11.34 |
| Yield(%) | 0.00 | 7.39 | 9.37 | 3.99 | 6.14 | 6.89 | 5.17 | … | … | 0.00 | 7.20 | 4.49 | 17.73 | 0.53 | 0.48 | 0.69 | 11.92 | 13.13 | 10.39 | 3.46 | 15.11 | 10.68 | 5.92 | 5.70 |
Data as of 06/04/2026, Common starting date is 02/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHQX (ARTISAN MID CAP VALUE FUND INSTITUTIONAL SHARES) |
-8.63%
Mar 2017 – Mar 2020 |
-3.43%
May 2021 – May 2026 |
1.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHQX (ARTISAN MID CAP VALUE FUND INSTITUTIONAL SHARES) |
16.41%
May 2012 – May 2015 |
11.88%
May 2012 – May 2017 |
8.34%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart