Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTUX (Artisan Floating Rate Fund Investor Shares) | 0.73% | 4.98% | 7.81% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTUX (Artisan Floating Rate Fund Investor Shares) | 12/01/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.98 | 7.81 | NA | NA | NA | NA | … | … | 0.73 | 6.33 | 7.54 | 13.65 | -2.00 | -0.30 |
| Sharpe Ratio | NA | 0.99 | 1.66 | NA | NA | NA | NA | … | … | -0.32 | 1.26 | 1.48 | 3.15 | -1.19 | -3.92 |
| Standard Deviation(%) | NA | 2.36 | 2.74 | NA | NA | NA | NA | … | … | 2.43 | 2.75 | 2.65 | 3.20 | 2.90 | 0.91 |
| Draw Down(%) | NA | 1.83 | 2.76 | NA | NA | NA | NA | … | … | 1.83 | 2.76 | 0.84 | 1.89 | 5.71 | 0.30 |
| Yield(%) | 0.00 | 6.52 | 7.80 | 5.98 | 2.99 | 1.99 | 1.49 | … | … | 2.18 | 7.22 | 8.01 | 9.20 | 4.58 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTUX (Artisan Floating Rate Fund Investor Shares) |
6.45%
Jan 2022 – Jan 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 |
|---|---|---|---|---|
| ARTUX (Artisan Floating Rate Fund Investor Shares) |
9.47%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart