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Artisan Mid Cap Fund (APDMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.02+0.11 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.31%
5-Year Average Return7.93%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)58.98%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return58.98%
Worst 3-Yr Total Return-4.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPDMXCategory
YTD4.14%10.80%
1-Month0.90%4.43%
3-Month-5.67%7.00%
1-Year10.13%48.17%
3-Year-5.72%21.26%
5-Year8.22%20.18%
10-Year9.23%14.07%
Last Bull Market29.69%27.14%
Last Bear Market-22.43%-21.26%

Annual Total Return (%) History

Year
APDMXCategory
2024
N/AN/A
2023
24.22%N/A
2022
-36.74%N/A
2021
10.49%N/A
2020
58.98%39.26%
2019
38.47%32.52%
2018
-3.92%-6.65%
2017
20.61%23.91%
2016
-0.76%6.03%
2015
N/A-0.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.40%-5.67%N/AN/A
202312.43%4.48%-2.92%8.93%
2022-15.48%-22.43%-2.42%-1.12%
2021-2.32%10.46%3.11%-0.68%
2020-11.51%37.31%11.95%16.87%
201921.72%10.15%-3.67%7.21%
20184.02%3.57%9.33%-18.42%
20177.95%6.80%1.62%2.95%
2016-5.54%3.46%5.88%-4.09%
2015-7.28%4.56%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month39
3-Month80
1-Year63
3-Year79
5-Year58

Load Adjusted Returns

1-Year10.13%
3-Year-5.72%
5-Year8.22%
10-Year9.23%