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Artisan Value Investor (ARTLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.67+0.01 (+0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.54%
5-year average return12.55%
Number of years up13
Number of years down4
Best 1-yr total return (1 July 2024)35.51%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return35.51%
Worst 3-yr total return6.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTLXCategory
YTD7.27%4.44%
1-month2.07%-4.04%
3-month3.36%4.09%
1-year23.42%14.37%
3-year7.43%6.04%
5-year14.56%9.20%
10-year9.36%8.57%
Last bull market21.92%22.97%
Last bear market-13.40%-11.27%

Annual total return (%) history

Year
ARTLXCategory
2024
N/AN/A
2023
24.23%11.63%
2022
-8.86%-5.90%
2021
23.08%26.22%
2020
10.64%2.91%
2019
30.29%25.04%
2018
-14.92%-8.53%
2017
15.98%15.94%
2016
29.04%14.81%
2015
-9.10%-4.05%
2014
4.96%10.21%
2013
25.75%31.21%
2012
13.65%14.57%
2011
5.49%-0.75%
2010
11.32%13.66%
2009
35.51%24.13%
2008
-37.48%-37.09%
2007
2.26%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.65%N/AN/AN/A
20237.88%7.31%-2.22%9.75%
2022-0.73%-13.40%-7.04%14.04%
202110.78%7.77%-1.33%4.48%
2020-28.53%19.13%8.29%20.00%
201913.29%4.10%1.50%8.84%
2018-4.67%4.25%4.35%-17.97%
20173.68%1.32%4.74%5.41%
20168.60%5.45%5.82%6.48%
20152.45%-1.27%-12.62%2.85%
20142.83%6.59%-3.94%-0.31%
201311.27%0.00%6.70%5.92%
201211.61%-4.48%6.38%0.21%
20117.23%0.78%-11.72%10.59%
20105.09%-10.45%9.46%8.08%
2009-9.52%22.76%14.04%6.97%
2008-4.62%-2.52%-11.18%-24.29%
20074.48%7.12%-2.16%-6.61%
2006-0.90%5.26%8.36%N/A

Rank in category (by total return)

YTD58
1-month88
3-month62
1-year43
3-year30
5-year8

Load adjusted returns

1-year23.42%
3-year7.43%
5-year14.56%
10-year9.36%