Artisan Mid Cap Value Investor (ARTQX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return2.45%
5-Year Average Return8.34%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (May 9, 2024)39.25%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return39.25%
Worst 3-Yr Total Return3.86%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnARTQXCategory
YTD-1.42%21.28%
1-Month-6.65%-1.96%
3-Month-0.78%4.90%
1-Year10.51%55.83%
3-Year2.16%11.08%
5-Year6.99%11.93%
10-Year6.08%10.64%
Last Bull Market23.11%25.54%
Last Bear Market-13.41%-22.08%
Annual Total Return (%) History
YearARTQXCategory
2024N/AN/A
202318.15%N/A
2022-13.21%N/A
202126.35%N/A
20205.44%2.63%
201923.53%25.18%
2018-13.57%-12.86%
201712.36%13.22%
201622.47%18.06%
2015-9.89%-5.41%
20141.52%9.31%
201335.80%35.14%
201211.39%16.60%
20116.42%-3.96%
201014.37%21.92%
200939.25%35.41%
2008-27.56%-36.77%
20071.65%0.83%
200614.20%15.87%
200515.46%8.82%
200426.20%17.85%
200336.83%33.85%
2002-3.87%-13.25%
2001N/A6.67%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20245.61%N/AN/AN/A
20234.89%4.35%-2.94%11.21%
2022-2.13%-13.41%-6.35%9.36%
202115.12%3.56%-0.60%6.62%
2020-34.84%25.14%5.72%22.30%
201911.98%5.06%-0.60%5.63%
2018-2.38%3.70%2.39%-16.62%
20172.77%1.26%3.10%4.72%
20166.19%3.26%4.13%7.26%
20152.03%-1.75%-10.04%-0.07%
20141.78%2.77%-4.39%1.52%
201316.31%0.91%7.95%7.18%
20129.39%-5.71%3.94%3.90%
201110.26%0.09%-14.80%13.19%
20103.17%-8.41%11.01%9.03%
2009-7.79%20.59%16.93%7.10%
2008-2.98%3.36%-6.28%-22.92%
20074.86%7.28%-4.41%-5.47%
20065.55%-2.37%2.85%7.76%
20055.20%5.38%4.26%-0.10%
20047.45%2.11%3.53%11.11%
2003-1.86%16.40%4.98%14.10%
20025.94%-3.65%-14.51%10.16%
200111.02%-18.16%16.86%N/A
Rank In Category (By Total Return)
YTD91
1-Month94
3-Month98
1-Year73
3-Year84
5-Year75
Load Adjusted Returns
1-Year10.51%
3-Year2.16%
5-Year6.99%
10-Year6.08%
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