Nasdaq - Delayed Quote USD

Artisan Mid Cap Fund (APHMX)

40.91
+1.19
+(3.00%)
As of 8:09:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.71%
5y Average Return 7.42%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (May 12, 2025) 59.10%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 59.10%
Worst 3Y Total Return -4.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APHMX
Category
YTD
-6.27%
10.80%
1-Month
1.17%
4.43%
3-Month
-12.46%
7.00%
1-Year
1.64%
48.17%
3-Year
4.51%
21.26%
5-Year
7.40%
20.18%
10-Year
8.70%
14.07%
Last Bull Market
13.48%
27.14%
Last Bear Market
-22.40%
-21.26%

Annual Total Return (%) History

Year
APHMX
Category
2025
--
--
2024
12.19%
--
2023
24.30%
--
2022
-36.67%
--
2021
10.60%
--
2020
59.10%
39.26%
2019
38.45%
32.52%
2018
-3.78%
-6.65%

2017
20.75%
23.91%
2016
-0.64%
6.03%
2015
2.42%
-0.95%
2014
5.96%
7.00%
2013
37.74%
34.93%
2012
19.84%
14.07%
2011
-1.81%
-3.96%
2010
31.90%
24.61%
2009
50.63%
39.11%
2008
-43.95%
-43.77%
2007
21.56%
15.09%
2006
9.87%
9.00%
2005
9.38%
9.84%
2004
14.93%
13.23%
2003
32.08%
35.96%
2002
-24.02%
-27.24%
2001
-2.74%
-19.98%
2000
--
-4.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.35% -- -- --
2024 10.44% -5.64% 2.40% 5.14%
2023 12.43% 4.49% -2.90% 8.96%
2022 -15.47% -22.40% -2.41% -1.07%
2021 -2.30% 10.52% 3.12% -0.66%
2020 -11.52% 37.37% 11.97% 16.89%
2019 21.72% 10.19% -3.75% 7.26%
2018 4.03% 3.59% 9.35% -18.34%
2017 7.95% 6.85% 1.64% 3.00%
2016 -5.51% 3.50% 5.93% -4.09%

2015 3.86% 1.67% -7.25% 4.58%
2014 2.55% -0.10% -2.10% 5.64%
2013 8.78% 3.27% 15.68% 5.98%
2012 20.94% -7.59% 5.67% 1.48%
2011 7.40% 2.63% -15.80% 5.80%
2010 6.49% -8.24% 18.54% 13.87%
2009 2.06% 20.24% 16.55% 5.32%
2008 -12.91% 1.59% -11.84% -28.14%
2007 3.13% 11.83% 5.71% -0.29%
2006 7.47% -4.81% 0.59% 6.77%
2005 -3.01% 2.83% 4.84% 4.62%
2004 5.12% 1.83% -5.14% 13.19%
2003 -3.15% 15.28% 6.06% 11.55%
2002 -2.05% -12.30% -18.03% 7.90%
2001 -11.38% 12.29% -22.39% 25.92%
2000 -9.92% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 43
3-Month 61
1-Year 63
3-Year 67
5-Year 75

Load Adjusted Returns

1-Year 1.64%
3-Year 4.51%
5-Year 7.40%
10-Year 8.70%

Performance & Risk

YTD Return -1.71%
5y Average Return 7.42%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Artisan Partners Funds
Net Assets 3.59B
YTD Return -6.27%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2015

Fund Summary

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in the index.

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