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Artisan Small Cap Investor (ARTSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.17+0.07 (+0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.92%
5-Year Average Return6.11%
Number of Years Up21
Number of Years Down7
Best 1 Yr Total Return (May 30, 2024)61.00%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return61.00%
Worst 3-Yr Total Return-11.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARTSXCategory
YTD2.08%12.40%
1-Month-6.72%3.37%
3-Month4.91%4.88%
1-Year10.66%55.69%
3-Year-10.42%19.34%
5-Year4.73%20.72%
10-Year9.63%13.98%
Last Bull Market32.64%27.85%
Last Bear Market-21.52%-24.06%

Annual Total Return (%) History

Year
ARTSXCategory
2024
N/AN/A
2023
9.29%N/A
2022
-29.44%N/A
2021
-8.90%N/A
2020
61.00%38.62%
2019
40.14%27.68%
2018
2.25%-5.76%
2017
26.81%21.50%
2016
5.54%11.20%
2015
0.34%-2.41%
2014
-0.78%2.44%
2013
42.82%40.91%
2012
17.84%13.15%
2011
6.99%-3.55%
2010
20.51%26.98%
2009
44.14%35.46%
2008
-43.93%-41.55%
2007
3.31%7.59%
2006
6.92%10.81%
2005
6.97%6.02%
2004
22.10%12.41%
2003
43.52%45.54%
2002
-28.67%-27.88%
2001
12.21%-8.91%
2000
-1.40%-3.85%
1999
19.18%64.77%
1998
-13.47%5.23%
1997
22.67%17.41%
1996
11.86%18.67%
1995
N/A36.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.43%N/AN/AN/A
20237.60%1.10%-7.98%9.18%
2022-18.04%-21.52%3.23%6.27%
2021-5.02%4.36%-1.20%-6.99%
2020-14.98%37.26%8.57%27.07%
201923.02%6.71%-3.04%10.10%
20187.59%7.54%10.24%-19.85%
20179.54%5.64%3.77%5.60%
2016-6.30%8.79%9.47%-5.43%
20152.35%7.55%-11.75%3.29%
2014-0.14%-3.85%-5.91%9.83%
201311.86%3.41%15.26%7.12%
201216.99%-4.52%6.31%-0.77%
201112.77%3.07%-16.27%9.93%
20102.78%-7.77%11.28%14.24%
2009-10.14%26.91%19.26%5.98%
2008-14.48%-4.70%-4.79%-27.74%
20070.44%8.10%0.66%-5.47%
200612.73%-9.25%-1.41%6.00%
2005-4.59%5.63%6.28%-0.12%
20046.98%5.08%-5.14%14.51%
2003-2.73%23.83%5.29%13.17%
2002-1.51%-12.67%-24.10%9.27%
2001-4.25%17.07%-20.23%25.49%
200012.86%-2.13%-5.17%-5.86%
1999-11.92%12.82%-0.90%21.02%
19987.35%-3.49%-25.99%12.84%
1997-4.77%16.32%13.17%-2.15%
19965.84%5.16%-4.23%4.93%
199514.63%9.81%5.01%N/A

Rank In Category (By Total Return)

YTD27
1-Month56
3-Month20
1-Year58
3-Year84
5-Year79

Load Adjusted Returns

1-Year10.66%
3-Year-10.42%
5-Year4.73%
10-Year9.63%