Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTQX (ARTISAN MID CAP VALUE FUND INVESTOR SHARES) | 1.35% | 6.97% | 6.94% | 2.89% | 6.84% | 7.49% | 7.42% | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTQX (ARTISAN MID CAP VALUE FUND INVESTOR SHARES) | 03/29/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 6.97 | 6.94 | 2.89 | 6.84 | 7.49 | 7.42 | … | … | 1.35 | 1.88 | 4.47 | 18.31 | -12.93 | 26.44 | 5.49 | 23.46 | -13.87 | 12.42 | 22.54 | -9.89 | 1.46 | 35.80 | 11.39 | 6.42 | 14.37 | 39.25 | -27.50 | 1.56 | 14.20 | 15.47 | 26.21 | 34.35 | -3.87 | 6.32 |
| Sharpe Ratio | NA | 0.29 | 0.23 | 0.02 | 0.26 | NA | NA | … | … | 0.04 | -0.05 | 0.06 | 0.90 | -0.64 | 1.66 | 0.12 | 1.54 | -0.98 | 0.73 | 1.34 | -0.66 | 0.13 | 3.12 | 0.87 | 0.28 | 0.81 | 1.29 | -0.72 | -0.11 | 0.96 | 1.24 | 2.45 | 2.71 | -0.25 | 0.30 |
| Standard Deviation(%) | NA | 14.68 | 15.65 | 17.52 | 20.76 | NA | NA | … | … | 15.00 | 18.67 | 13.27 | 16.34 | 22.65 | 15.96 | 42.70 | 14.27 | 15.61 | 16.10 | 16.69 | 14.96 | 11.12 | 11.47 | 13.08 | 22.99 | 17.59 | 30.40 | 39.59 | 14.37 | 11.29 | 10.67 | 10.30 | 12.43 | 20.04 | 21.25 |
| Draw Down(%) | NA | 11.15 | 18.80 | 21.88 | 44.46 | NA | NA | … | … | 11.15 | 16.13 | 8.09 | 13.42 | 21.86 | 8.81 | 44.46 | 9.41 | 23.41 | 9.41 | 11.15 | 15.61 | 11.04 | 4.62 | 11.38 | 19.66 | 13.86 | 28.04 | 51.28 | 14.45 | 10.02 | 6.96 | 6.26 | 9.20 | 25.83 | 26.09 |
| Yield(%) | 0.00 | 7.14 | 9.10 | 9.09 | 9.04 | 9.02 | 8.79 | … | … | 0.00 | 6.93 | 4.22 | 17.42 | 15.31 | 15.92 | 1.92 | 11.63 | 12.85 | 10.20 | 3.21 | 14.79 | 10.41 | 5.66 | 5.81 | 7.97 | 2.64 | 0.49 | 0.83 | 11.96 | 6.53 | 5.00 | 2.24 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTQX (ARTISAN MID CAP VALUE FUND INVESTOR SHARES) |
-11.45%
Feb 2006 – Feb 2009 |
-3.36%
Mar 2015 – Mar 2020 |
4.53%
Mar 2010 – Mar 2020 |
4.95%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTQX (ARTISAN MID CAP VALUE FUND INVESTOR SHARES) |
29.36%
Feb 2009 – Feb 2012 |
24.78%
Feb 2009 – Feb 2014 |
14.18%
Feb 2009 – Feb 2019 |
12.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart