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Artisan Small Cap Fund (APDSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.08+0.09 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.60%
5-Year Average Return4.91%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)61.19%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return61.19%
Worst 3-Yr Total Return-10.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPDSXCategory
YTD2.95%12.40%
1-Month0.84%3.37%
3-Month-3.65%4.88%
1-Year9.93%55.69%
3-Year-7.92%19.34%
5-Year6.25%20.72%
10-Year9.71%13.98%
Last Bull Market32.73%27.85%
Last Bear Market-21.48%-24.06%

Annual Total Return (%) History

Year
APDSXCategory
2024
N/AN/A
2023
9.51%N/A
2022
-29.36%N/A
2021
-8.77%N/A
2020
61.19%38.62%
2019
40.33%27.68%
2018
2.38%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.42%N/AN/AN/A
20237.63%1.19%-7.96%9.26%
2022-18.05%-21.48%3.27%6.31%
2021-4.99%4.40%-1.17%-6.93%
2020-14.97%37.32%8.58%27.14%
201923.11%6.71%-3.03%10.16%
20187.62%7.59%10.25%-19.80%
20175.71%3.73%5.66%N/A

Rank In Category (By Total Return)

YTD69
1-Month99
3-Month88
1-Year90
3-Year83
5-Year86

Load Adjusted Returns

1-Year9.93%
3-Year-7.92%
5-Year6.25%
10-Year9.71%