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Artisan Mid Cap Value Fund (APHQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.15-0.33 (-1.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.43%
5-Year Average Return5.68%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)36.07%
Worst 1 Yr Total Return (Feb 3, 2019)-13.38%
Best 3-Yr Total Return36.07%
Worst 3-Yr Total Return4.09%

Trailing Returns (%) Vs. Benchmarks

ReturnAPHQXCategory
YTD-6.24%21.28%
1-Month10.05%-1.96%
3-Month1.05%4.90%
1-Year-0.65%55.83%
3-Year11.59%11.08%
5-Year8.49%11.93%
10-Year9.23%10.64%
Last Bull Market47.10%25.54%
Last Bear Market-32.15%-22.08%

Annual Total Return (%) History

Year
APHQXCategory
2022
N/AN/A
2021
26.65%N/A
2020
5.62%2.63%
2019
23.82%25.18%
2018
-13.38%-12.86%
2017
12.62%13.22%
2016
22.71%18.06%
2015
-9.68%-5.41%
2014
1.76%9.31%
2013
36.07%35.14%
2012
N/A16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-2.05%-13.40%N/AN/A
202115.17%3.66%-0.56%6.69%
2020-34.82%25.29%5.73%22.33%
201912.01%5.18%-0.55%5.68%
2018-2.33%3.79%2.39%-16.54%
20172.82%1.35%3.14%4.78%
20166.25%3.32%4.14%7.34%
20152.11%-1.71%-9.99%-0.02%
20141.85%2.84%-4.35%1.57%
201316.35%0.95%8.03%7.24%
2012-5.66%3.98%4.00%N/A

Rank In Category (By Total Return)

YTD64
1-Month60
3-Month61
1-Year82
3-Year67
5-Year67

Load Adjusted Returns

1-Year12.84%
3-Year11.88%
5-Year8.63%
10-Year9.53%