Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTSX (ARTISAN SMALL CAP FUND INVESTOR SHARES) | 14.58% | 31.92% | 14.52% | 1.78% | 11.66% | 11.37% | 9.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTSX (ARTISAN SMALL CAP FUND INVESTOR SHARES) | 03/01/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 31.92 | 14.52 | 1.78 | 11.66 | 11.37 | 9.28 | … | … | 14.58 | 8.46 | 14.64 | 9.29 | -29.44 | -9.05 | 60.96 | 40.04 | 1.97 | 26.97 | 5.55 | 0.32 | -0.78 | 42.82 | 17.84 | 6.99 | 20.51 | 44.14 | -43.93 | 3.40 | 9.08 | 6.97 | 22.11 | 43.52 | -28.67 | 12.36 | -1.36 | 19.18 | -13.44 | 22.41 | 9.94 |
| Sharpe Ratio | NA | 1.44 | 0.46 | -0.05 | 0.39 | NA | NA | … | … | 1.19 | 0.22 | 0.54 | 0.25 | -0.78 | -0.35 | 1.69 | 2.06 | 0.03 | 1.10 | 0.27 | 0.02 | -0.04 | 2.79 | 0.98 | 0.23 | 0.97 | 1.43 | -1.03 | 0.01 | 0.35 | 0.32 | 1.26 | 2.31 | -1.13 | 0.40 | -0.21 | 1.15 | -0.87 | 1.48 | 0.73 |
| Standard Deviation(%) | NA | 21.42 | 23.12 | 27.24 | 26.35 | NA | NA | … | … | 26.37 | 25.16 | 20.46 | 22.40 | 39.87 | 25.79 | 35.84 | 18.74 | 22.47 | 24.01 | 19.55 | 17.14 | 20.57 | 15.33 | 18.24 | 30.15 | 21.14 | 30.85 | 43.33 | 18.07 | 16.37 | 14.58 | 16.79 | 18.54 | 26.31 | 25.32 | 26.18 | 13.75 | 19.47 | 12.59 | 11.41 |
| Draw Down(%) | NA | 15.44 | 27.23 | 47.88 | 51.51 | NA | NA | … | … | 15.44 | 25.88 | 11.43 | 21.76 | 40.28 | 23.27 | 34.78 | 9.88 | 27.56 | 15.89 | 21.29 | 15.67 | 23.03 | 7.03 | 13.74 | 22.86 | 15.26 | 30.94 | 56.32 | 12.84 | 16.71 | 10.50 | 14.18 | 11.63 | 41.63 | 25.30 | 25.44 | 16.31 | 38.93 | 9.61 | 15.96 |
| Yield(%) | 0.00 | 8.78 | 5.17 | 4.21 | 9.48 | 10.60 | 8.77 | … | … | 0.00 | 8.27 | 5.78 | 0.00 | 0.19 | 10.05 | 7.92 | 10.21 | 17.59 | 17.64 | 1.26 | 9.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 10.18 | 4.07 | 3.47 | 3.75 | 0.00 | 0.46 | 0.48 | 5.07 | 0.00 | 6.79 | 19.06 | 7.99 |
Data as of 06/04/2026, Common starting date is 03/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTSX (ARTISAN SMALL CAP FUND INVESTOR SHARES) |
-21.59%
Feb 2006 – Feb 2009 |
-8.60%
Feb 2004 – Feb 2009 |
0.38%
Feb 1999 – Feb 2009 |
4.91%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTSX (ARTISAN SMALL CAP FUND INVESTOR SHARES) |
38.14%
Feb 2009 – Feb 2012 |
32.53%
Feb 2009 – Feb 2014 |
20.55%
Feb 2009 – Feb 2019 |
15.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart