Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTLX (ARTISAN VALUE FUND INVESTOR SHARES) | 5.34% | 15.22% | 14.92% | 9.16% | 11.50% | 10.81% | 8.93% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTLX (ARTISAN VALUE FUND INVESTOR SHARES) | 03/31/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 15.22 | 14.92 | 9.16 | 11.50 | 10.81 | 8.93 | … | … | 5.34 | 0.90 | 12.11 | 24.27 | -8.73 | 23.25 | 10.85 | 30.28 | -15.23 | 16.06 | 29.04 | -9.10 | 4.96 | 25.75 | 13.65 | 5.50 | 11.70 | 35.51 | -37.48 | 2.27 | 13.03 |
| Sharpe Ratio | NA | 1.18 | 0.96 | 0.45 | 0.54 | NA | NA | … | … | 0.81 | -0.10 | 0.84 | 1.60 | -0.46 | 1.62 | 0.29 | 2.06 | -0.96 | 0.98 | 1.63 | -0.54 | 0.47 | 2.43 | 1.06 | 0.24 | 0.76 | 1.24 | -0.96 | -0.06 | 1.43 |
| Standard Deviation(%) | NA | 11.60 | 12.53 | 15.27 | 18.67 | NA | NA | … | … | 12.72 | 19.35 | 10.07 | 12.97 | 22.14 | 14.31 | 36.74 | 13.99 | 17.34 | 15.77 | 17.67 | 16.75 | 10.58 | 10.57 | 12.92 | 22.49 | 15.26 | 28.66 | 39.94 | 16.07 | 9.94 |
| Draw Down(%) | NA | 9.35 | 13.28 | 22.89 | 39.03 | NA | NA | … | … | 9.35 | 13.28 | 5.94 | 10.59 | 22.89 | 8.35 | 39.03 | 8.70 | 25.48 | 9.25 | 11.84 | 19.11 | 11.33 | 6.98 | 10.98 | 17.01 | 13.08 | 28.91 | 54.30 | 13.34 | 7.14 |
| Yield(%) | 0.00 | 13.27 | 9.77 | 9.27 | 10.08 | 10.31 | 8.72 | … | … | 0.00 | 13.90 | 7.93 | 6.00 | 13.63 | 14.31 | 7.71 | 4.95 | 12.03 | 10.37 | 0.80 | 8.89 | 7.74 | 6.35 | 0.82 | 0.86 | 1.25 | 0.54 | 0.83 | 9.08 | 1.20 |
Data as of 06/04/2026, Common starting date is 03/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTLX (ARTISAN VALUE FUND INVESTOR SHARES) |
-9.92%
Jun 2007 – Jun 2010 |
-1.44%
May 2007 – May 2012 |
5.08%
May 2007 – May 2017 |
5.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTLX (ARTISAN VALUE FUND INVESTOR SHARES) |
28.51%
Feb 2009 – Feb 2012 |
22.63%
Feb 2009 – Feb 2014 |
14.16%
Feb 2009 – Feb 2019 |
13.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart