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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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