Canada markets open in 2 hours 52 minutes

Artisan Mid Cap Value Fund Institutional Class (APHQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.52-0.19 (-0.92%)
At close: 08:00PM EST

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.43%
5-Year Average Return5.68%
Number of Years Up6
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-4.51%21.28%
1-Month-3.30%-1.96%
3-Month-3.36%4.90%
1-Year16.50%55.83%
3-Year12.70%11.08%
5-Year13.32%11.93%
10-Year0.00%10.64%
Last Bull Market22.32%25.54%
Last Bear Market-17.03%-22.08%

Annual Total Return (%) History

Year
APHQXCategory
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
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)

YTD57
1-Month6
3-Month23
1-Year53
3-Year61
5-Year57

Load Adjusted Returns

1-Year45.22%
3-Year9.02%
5-Year10.21%
10-Year11.38%