Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) | 5.29% | 18.44% | 13.97% | 2.93% | 11.37% | 11.07% | 10.52% | … | … |
Data as of 06/04/2026, Common starting date is 03/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) | 03/04/1998 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 18.44 | 13.97 | 2.93 | 11.37 | 11.07 | 10.52 | … | … | 5.29 | 14.92 | 11.78 | 23.99 | -36.82 | 10.12 | 58.62 | 37.97 | -4.30 | 20.61 | -0.81 | 2.18 | 5.65 | 37.59 | 19.52 | -2.08 | 31.77 | 50.26 | -44.16 | 21.38 | 9.67 | 9.13 | 14.66 | 31.80 | -24.16 | -3.05 | 27.21 | 57.96 | 21.45 |
| Sharpe Ratio | NA | 1.06 | 0.57 | 0.00 | 0.41 | NA | NA | … | … | 0.38 | 0.54 | 0.47 | 1.07 | -1.05 | 0.49 | 1.77 | 2.19 | -0.28 | 0.94 | -0.06 | 0.13 | 0.34 | 2.51 | 1.09 | -0.07 | 1.42 | 1.68 | -1.06 | 1.09 | 0.44 | 0.57 | 0.90 | 1.62 | -0.95 | -0.20 | 0.73 | 3.21 | 1.02 |
| Standard Deviation(%) | NA | 17.10 | 19.62 | 24.01 | 23.36 | NA | NA | … | … | 20.85 | 22.22 | 17.52 | 19.14 | 36.64 | 20.78 | 32.81 | 16.67 | 20.59 | 21.43 | 16.07 | 16.01 | 16.69 | 14.96 | 18.03 | 28.42 | 22.33 | 29.78 | 42.33 | 16.87 | 14.41 | 12.04 | 15.15 | 19.23 | 26.75 | 27.43 | 31.29 | 17.01 | 22.48 |
| Draw Down(%) | NA | 13.32 | 24.65 | 43.73 | 43.73 | NA | NA | … | … | 13.32 | 24.65 | 13.17 | 14.77 | 38.54 | 13.05 | 30.64 | 10.40 | 24.51 | 13.46 | 19.26 | 12.18 | 13.72 | 7.33 | 13.59 | 22.17 | 14.22 | 19.42 | 55.55 | 10.45 | 14.67 | 8.63 | 14.10 | 13.47 | 35.65 | 31.06 | 20.37 | 10.19 | 26.94 |
| Yield(%) | 0.00 | 18.27 | 12.13 | 8.36 | 12.30 | 12.45 | 12.10 | … | … | 0.00 | 18.61 | 15.30 | 0.00 | 0.18 | 18.24 | 20.16 | 15.79 | 20.78 | 15.55 | 8.56 | 14.46 | 10.37 | 9.86 | 5.48 | 0.00 | 0.16 | 0.00 | 0.90 | 19.42 | 11.11 | 4.57 | 0.00 | 0.00 | 0.00 | 0.00 | 4.83 | 5.79 | 9.63 |
Data as of 06/04/2026, Common starting date is 03/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) |
-13.68%
Feb 2006 – Feb 2009 |
-4.60%
Feb 2004 – Feb 2009 |
1.97%
Aug 2000 – Aug 2010 |
6.54%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) |
37.63%
Aug 1998 – Aug 2001 |
30.35%
Feb 2009 – Feb 2014 |
18.03%
Feb 2009 – Feb 2019 |
15.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart