Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) | -3.78% | -11.96% | 0.96% | -1.98% | 3.84% | 7.88% | 7.60% | 9.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTMX (ARTISAN MID CAP FUND INVESTOR SHARES) | 03/04/1998 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 03/04/1998.
AR inception is since 03/04/1998.
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.08 | -11.96 | 0.96 | -1.98 | 3.84 | 7.88 | 7.60 | 9.34 | -3.78 | -2.53 | 23.99 | -36.82 | -7.13 | 36.43 | 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 | -0.58 | -0.16 | -0.14 | 0.08 | NA | NA | 0.32 | -0.43 | -0.40 | 1.04 | -1.05 | -0.26 | 0.99 | 2.19 | -0.27 | 0.94 | -0.06 | 0.13 | 0.34 | 2.51 | 1.09 | -0.07 | 1.42 | 1.68 | -1.06 | 1.09 | 0.45 | 0.58 | 0.91 | 1.62 | -0.94 | -0.20 | 0.74 | 3.22 | 1.02 |
| Standard Deviation(%) | NA | 28.11 | 26.69 | 27.93 | 25.10 | NA | NA | 23.95 | 32.81 | 23.07 | 19.14 | 36.64 | 27.71 | 36.41 | 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 | 33.21 | 33.21 | 52.54 | 52.54 | NA | NA | 57.82 | 24.65 | 18.61 | 14.77 | 38.54 | 26.47 | 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 | 0.00 | 0.08 | 0.04 | 6.02 | 9.36 | 8.86 | 14.87 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 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 |
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) |
-14.26%
Oct 2020 - Oct 2023 |
-4.60%
Feb 2004 - Feb 2009 |
1.97%
Aug 2000 - Aug 2010 |
6.02%
Oct 2007 - Oct 2022 |
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 |
14.01%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart