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Artisan Value Fund (APDLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.500.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.15%
5-year average return12.56%
Number of years up6
Number of years down2
Best 1-yr total return (30 Jun 2024)30.38%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return30.38%
Worst 3-yr total return7.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPDLXCategory
YTD7.39%4.44%
1-month2.09%-4.04%
3-month3.38%4.09%
1-year23.50%14.37%
3-year7.62%6.04%
5-year14.77%9.20%
10-year9.51%8.57%
Last bull market21.91%22.97%
Last bear market-13.32%-11.27%

Annual total return (%) history

Year
APDLXCategory
2024
N/AN/A
2023
24.32%11.63%
2022
-8.67%-5.90%
2021
23.25%26.22%
2020
10.91%2.91%
2019
30.38%25.04%
2018
-14.73%-8.53%
2017
16.11%15.94%
2016
29.13%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20237.93%7.35%-2.23%9.75%
2022-0.67%-13.32%-7.07%14.14%
202110.76%7.81%-1.28%4.55%
2020-28.53%19.23%8.41%20.05%
201913.26%4.20%1.50%8.83%
2018-4.62%4.34%4.30%-17.85%
20173.69%1.40%4.75%5.43%
20168.54%5.56%5.75%6.57%
2015-12.61%2.94%N/AN/A

Rank in category (by total return)

YTD57
1-month87
3-month61
1-year42
3-year27
5-year7

Load adjusted returns

1-year23.50%
3-year7.62%
5-year14.77%
10-year9.51%