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Artisan Focus Fund Investor (ARTTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.79+0.19 (+0.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return28.61%
5-year average return13.90%
Number of years up5
Number of years down1
Best 1-yr total return (2 Oct 2024)32.29%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return32.29%
Worst 3-yr total return1.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTTXCategory
YTD28.72%12.38%
1-month3.51%5.09%
3-month6.97%10.28%
1-year43.76%41.70%
3-year7.34%22.56%
5-year13.61%21.98%
10-year0.00%15.99%
Last bull market30.51%25.99%
Last bear market-15.87%-17.29%

Annual total return (%) history

Year
ARTTXCategory
2024
N/AN/A
2023
15.63%N/A
2022
-26.10%N/A
2021
23.45%N/A
2020
29.70%35.86%
2019
32.29%31.90%
2018
11.23%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.86%3.86%6.97%N/A
20233.34%8.05%-7.28%11.69%
2022-10.77%-15.87%-6.12%4.87%
20212.26%5.29%1.97%12.44%
2020-14.27%20.24%9.89%14.49%
201913.23%5.49%3.03%7.49%
20186.77%6.11%7.55%-8.71%
201712.17%10.23%N/AN/A

Rank in category (by total return)

YTD8
1-month14
3-month8
1-year22
3-year62
5-year81

Load adjusted returns

1-year43.76%
3-year7.34%
5-year13.61%
10-yearN/A