Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APDWX (Artisan Value Income Fund Advisor Shares) | 6.45% | 13.74% | 11.86% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APDWX (Artisan Value Income Fund Advisor Shares) | 02/28/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 13.74 | 11.86 | NA | NA | NA | NA | … | … | 6.45 | 10.13 | 9.77 | 10.56 | -8.23 |
| Sharpe Ratio | NA | 1.17 | 0.77 | NA | NA | NA | NA | … | … | 1.16 | 0.51 | 0.63 | 0.57 | -0.56 |
| Standard Deviation(%) | NA | 10.32 | 11.78 | NA | NA | NA | NA | … | … | 10.63 | 14.22 | 9.82 | 12.32 | 20.17 |
| Draw Down(%) | NA | 8.01 | 14.16 | NA | NA | NA | NA | … | … | 8.01 | 12.69 | 7.16 | 11.28 | 18.93 |
| Yield(%) | 0.00 | 2.36 | 2.84 | 2.08 | 1.04 | 0.69 | 0.52 | … | … | 0.55 | 2.47 | 2.63 | 2.89 | 2.12 |
Data as of 06/09/2026, Common starting date is 02/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDWX (Artisan Value Income Fund Advisor Shares) |
4.26%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APDWX (Artisan Value Income Fund Advisor Shares) |
13.17%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart