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Artisan Mid Cap Investor (ARTMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.48-0.11 (-0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.89%
5-year average return9.58%
Number of years up19
Number of years down7
Best 1-yr total return (25 Apr 2024)58.75%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return58.75%
Worst 3-yr total return-4.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTMXCategory
YTD10.41%10.80%
1-month2.45%4.43%
3-month10.41%7.00%
1-year21.83%48.17%
3-year-0.76%21.26%
5-year11.46%20.18%
10-year9.71%14.07%
Last bull market37.01%27.14%
Last bear market-22.47%-21.26%

Annual total return (%) history

Year
ARTMXCategory
2024
N/AN/A
2023
23.99%N/A
2022
-36.82%N/A
2021
10.34%N/A
2020
58.75%39.26%
2019
38.12%32.52%
2018
-4.02%-6.65%
2017
20.48%23.91%
2016
-0.89%6.03%
2015
2.17%-0.95%
2014
5.68%7.00%
2013
37.39%34.93%
2012
19.52%14.07%
2011
-2.08%-3.96%
2010
31.57%24.61%
2009
50.26%39.11%
2008
-44.13%-43.77%
2007
21.20%15.09%
2006
9.65%9.00%
2005
9.11%9.84%
2004
14.66%13.23%
2003
31.80%35.96%
2002
-24.16%-27.24%
2001
-3.05%-19.98%
2000
27.16%-4.78%
1999
57.89%60.49%
1998
33.37%18.76%
1997
N/A17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.41%N/AN/AN/A
202312.37%4.44%-2.95%8.86%
2022-15.52%-22.47%-2.43%-1.13%
2021-2.36%10.45%3.06%-0.72%
2020-11.55%37.29%11.91%16.82%
201921.64%10.12%-3.81%7.19%
20183.96%3.53%9.31%-18.42%
20177.92%6.78%1.57%2.94%
2016-5.58%3.44%5.86%-4.15%
20153.81%1.61%-7.32%4.52%
20142.48%-0.16%-2.16%5.57%
20138.71%3.21%15.60%5.93%
201220.83%-7.64%5.61%1.41%
20117.31%2.58%-15.88%5.75%
20106.46%-8.31%18.44%13.81%
20091.94%20.24%16.45%5.27%
2008-12.99%1.56%-11.92%-28.21%
20073.02%11.76%5.67%-0.38%
20067.41%-4.85%0.54%6.71%
2005-3.08%2.79%4.75%4.54%
20045.04%1.77%-5.19%13.13%
2003-3.22%15.21%6.01%11.51%
2002-2.06%-12.39%-18.08%7.89%
2001-11.43%12.18%-22.47%25.87%
200026.14%0.77%11.10%-9.96%
19990.42%15.60%-1.20%37.66%
199814.82%-0.73%-10.54%30.78%
199725.50%2.11%N/AN/A

Rank in category (by total return)

YTD34
1-month57
3-month34
1-year60
3-year73
5-year40

Load adjusted returns

1-year21.83%
3-year-0.76%
5-year11.46%
10-year9.71%