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Artisan Mid Cap Value Fund (APDQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.27-0.14 (-0.91%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.91%
5-Year Average Return7.26%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)26.57%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return26.57%
Worst 3-Yr Total Return4.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPDQXCategory
YTD1.36%21.28%
1-Month2.70%-1.96%
3-Month-0.19%4.90%
1-Year18.79%55.83%
3-Year2.63%11.08%
5-Year9.50%11.93%
10-Year6.35%10.64%
Last Bull Market23.17%25.54%
Last Bear Market-13.41%-22.08%

Annual Total Return (%) History

Year
APDQXCategory
2024
N/AN/A
2023
18.25%N/A
2022
-13.07%N/A
2021
26.57%N/A
2020
5.57%2.63%
2019
23.71%25.18%
2018
-13.43%-12.86%
2017
12.46%13.22%
2016
22.60%18.06%
2015
N/A-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.65%N/AN/AN/A
20234.92%4.44%-2.95%11.20%
2022-2.09%-13.41%-6.32%9.45%
202115.17%3.62%-0.56%6.66%
2020-34.84%25.22%5.80%22.28%
201911.96%5.13%-0.55%5.69%
2018-2.34%3.75%2.39%-16.55%
20172.78%1.31%3.10%4.76%
20166.20%3.32%4.09%7.34%
2015-10.04%-0.00%N/AN/A

Rank In Category (By Total Return)

YTD92
1-Month76
3-Month98
1-Year77
3-Year83
5-Year72

Load Adjusted Returns

1-Year18.79%
3-Year2.63%
5-Year9.50%
10-Year6.35%