Nasdaq - Delayed Quote USD

Artisan Mid Cap Value Investor (ARTQX)

15.24
+0.09
+(0.59%)
At close: 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.25%
5y Average Return 14.75%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (May 15, 2025) 35.80%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 35.80%
Worst 3Y Total Return 2.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARTQX
Category
YTD
-5.39%
21.28%
1-Month
-4.41%
-1.96%
3-Month
-7.23%
4.90%
1-Year
0.28%
55.83%
3-Year
3.00%
11.08%
5-Year
12.75%
11.93%
10-Year
5.70%
10.64%
Last Bull Market
12.94%
25.54%
Last Bear Market
-13.41%
-22.08%

Annual Total Return (%) History

Year
ARTQX
Category
2025
--
--
2024
4.49%
--
2023
18.15%
--
2022
-13.21%
--
2021
26.35%
--
2020
5.44%
2.63%
2019
23.53%
25.18%
2018
-13.57%
-12.86%

2017
12.36%
13.22%
2016
22.47%
18.06%
2015
-9.89%
-5.41%
2014
1.52%
9.31%
2013
35.80%
35.14%
2012
11.39%
16.60%
2011
6.42%
-3.96%
2010
14.37%
21.92%
2009
39.25%
35.41%
2008
-27.56%
-36.77%
2007
1.65%
0.83%
2006
14.20%
15.87%
2005
15.46%
8.82%
2004
26.20%
17.85%
2003
36.83%
33.85%
2002
-3.87%
-13.25%
2001
--
6.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.03% -- -- --
2024 5.61% -5.37% 8.58% -3.70%
2023 4.89% 4.35% -2.94% 11.21%
2022 -2.13% -13.41% -6.35% 9.36%
2021 15.12% 3.56% -0.60% 6.62%
2020 -34.84% 25.14% 5.72% 22.30%
2019 11.98% 5.06% -0.60% 5.63%
2018 -2.38% 3.70% 2.39% -16.62%
2017 2.77% 1.26% 3.10% 4.72%
2016 6.19% 3.26% 4.13% 7.26%

2015 2.03% -1.75% -10.04% -0.07%
2014 1.78% 2.77% -4.39% 1.52%
2013 16.31% 0.91% 7.95% 7.18%
2012 9.39% -5.71% 3.94% 3.90%
2011 10.26% 0.09% -14.80% 13.19%
2010 3.17% -8.41% 11.01% 9.03%
2009 -7.79% 20.59% 16.93% 7.10%
2008 -2.98% 3.36% -6.28% -22.92%
2007 4.86% 7.28% -4.41% -5.47%
2006 5.55% -2.37% 2.85% 7.76%
2005 5.20% 5.38% 4.26% -0.10%
2004 7.45% 2.11% 3.53% 11.11%
2003 -1.86% 16.40% 4.98% 14.10%
2002 5.94% -3.65% -14.51% 10.16%
2001 11.02% -18.16% 16.86% --

Rank in Category (By Total Return)

YTD 52
1-Month 72
3-Month 35
1-Year 75
3-Year 83
5-Year 67

Load Adjusted Returns

1-Year 0.28%
3-Year 3.00%
5-Year 12.75%
10-Year 5.70%

Performance & Risk

YTD Return -2.25%
5y Average Return 14.75%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Artisan Partners Funds
Net Assets 996.58M
YTD Return -5.39%
Yield 0.51%
Morningstar Rating
Inception Date Feb 01, 2012

Fund Summary

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.

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