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ARTMX: ARTISAN MID CAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 33.33 1.13(3.28%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/04/1998 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 18.84% |
| Expenses | 0.96% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/04/1998 |
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(%) | -2.2 | 1.8 | 13.8 | 12.7 | 2.2 | 11.1 | 10.7 | 10.3 | 11.5 | 14.9 | 11.8 | 24.0 | -36.8 | 10.1 | 58.6 | 38.0 | -4.3 | 20.6 | -0.8 | 2.2 | 5.7 | 37.6 | 19.5 | -2.1 | 31.8 | 50.3 | -44.2 | 21.4 | 9.7 | 9.1 | 14.7 | 31.8 | -24.2 | -3.0 | 27.2 | 58.0 | 21.4 |
| Sharpe Ratio | NA | 0.38 | 1.06 | 0.57 | 0.0 | 0.41 | NA | NA | 0.44 | 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 | 0.9 | 1.62 | -0.95 | -0.2 | 0.73 | 3.21 | 1.02 |
| Draw Down(%) | NA | 13.3 | 13.3 | 24.6 | 43.7 | 43.7 | NA | NA | 57.8 | 24.6 | 13.2 | 14.8 | 38.5 | 13.0 | 30.6 | 10.4 | 24.5 | 13.5 | 19.3 | 12.2 | 13.7 | 7.3 | 13.6 | 22.2 | 14.2 | 19.4 | 55.6 | 10.4 | 14.7 | 8.6 | 14.1 | 13.5 | 35.7 | 31.1 | 20.4 | 10.2 | 26.9 |
| Standard Deviation(%) | NA | 20.9 | 17.1 | 19.6 | 24.0 | 23.4 | NA | NA | 23.1 | 22.2 | 17.5 | 19.1 | 36.6 | 20.8 | 32.8 | 16.7 | 20.6 | 21.4 | 16.1 | 16.0 | 16.7 | 15.0 | 18.0 | 28.4 | 22.3 | 29.8 | 42.3 | 16.9 | 14.4 | 12.0 | 15.2 | 19.2 | 26.8 | 27.4 | 31.3 | 17.0 | 22.5 |
| Treynor Ratio | NA | 0.08 | 0.18 | 0.11 | 0.0 | 0.09 | NA | NA | 0.1 | 0.12 | 0.08 | 0.19 | -0.34 | 0.09 | 0.65 | 0.32 | -0.05 | 0.18 | -0.01 | 0.02 | 0.05 | 0.35 | 0.18 | -0.02 | 0.32 | 0.51 | -0.51 | 0.2 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | 0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | 0.02 | -0.02 | 0.0 | -0.03 | -0.04 | 0.08 | 0.0 | 0.01 | -0.01 | -0.03 | 0.01 | -0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 0.99 | 1.03 | 1.08 | 1.03 | NA | NA | 0.99 | 1.0 | 1.07 | 1.07 | 1.12 | 1.11 | 0.9 | 1.14 | 1.1 | 1.12 | 0.98 | 0.98 | 1.15 | 1.08 | 1.07 | 0.98 | 1.0 | 0.98 | 0.88 | 0.94 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.84 | 0.88 | 0.93 | 0.86 | NA | NA | 0.66 | 0.91 | 0.86 | 0.89 | 0.97 | 0.94 | 0.94 | 0.9 | 0.94 | 0.18 | 0.94 | 0.93 | 0.9 | 0.92 | 0.92 | 0.95 | 0.97 | 0.97 | 0.94 | 0.92 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 18.2 | 12.1 | 8.3 | 12.3 | 12.4 | 12.1 | N/A | 18.6 | 15.3 | 0.0 | 0.2 | 18.2 | 20.2 | 15.8 | 20.8 | 15.6 | 8.6 | 14.5 | 10.4 | 9.9 | 5.5 | 0.0 | 0.2 | 0.0 | 0.9 | 19.4 | 11.1 | 4.6 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 5.8 | 9.6 |
| Dividend Growth(%) | N/A | -100.0 | 20.9 | -27.1 | -29.6 | 83.0 | N/A | N/A | N/A | 20.9 | N/A | -100.0 | -99.1 | 19.7 | 58.6 | -43.2 | 39.7 | 70.6 | -49.0 | 34.2 | 28.6 | 108.3 | N/A | -100.0 | N/A | -100.0 | -95.3 | 69.9 | 161.1 | N/A | N/A | N/A | N/A | -100.0 | 24.6 | -34.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/1998
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