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Artisan Mid Cap Fund (APDMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.75-0.21 (-0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.14%
5-year average return8.22%
Number of years up5
Number of years down3
Best 1-yr total return (27 Jun 2024)58.98%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return58.98%
Worst 3-yr total return-4.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPDMXCategory
YTD3.21%10.80%
1-month-0.22%4.43%
3-month-4.21%7.00%
1-year16.32%48.17%
3-year-4.16%21.26%
5-year9.63%20.18%
10-year9.58%14.07%
Last bull market29.69%27.14%
Last bear market-22.43%-21.26%

Annual total return (%) history

Year
APDMXCategory
2024
N/AN/A
2023
24.22%N/A
2022
-36.74%N/A
2021
10.49%N/A
2020
58.98%39.26%
2019
38.47%32.52%
2018
-3.92%-6.65%
2017
20.61%23.91%
2016
-0.76%6.03%
2015
N/A-0.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.40%N/AN/AN/A
202312.43%4.48%-2.92%8.93%
2022-15.48%-22.43%-2.42%-1.12%
2021-2.32%10.46%3.11%-0.68%
2020-11.51%37.31%11.95%16.87%
201921.72%10.15%-3.67%7.21%
20184.02%3.57%9.33%-18.42%
20177.95%6.80%1.62%2.95%
2016-5.54%3.46%5.88%-4.09%
2015-7.28%4.56%N/AN/A

Rank in category (by total return)

YTD63
1-month94
3-month85
1-year73
3-year78
5-year60

Load adjusted returns

1-year16.32%
3-year-4.16%
5-year9.63%
10-year9.58%