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Artisan Focus Fund (APDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.57+0.12 (+0.56%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.13%
5-year average return12.68%
Number of years up4
Number of years down1
Best 1-yr total return (7 May 2024)32.65%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return32.65%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPDTXCategory
YTD11.59%12.38%
1-month-3.69%5.09%
3-month6.90%10.28%
1-year23.19%41.70%
3-year3.66%22.56%
5-year11.41%21.98%
10-year0.00%15.99%
Last bull market30.57%25.99%
Last bear market-15.81%-17.29%

Annual total return (%) history

Year
APDTXCategory
2024
N/AN/A
2023
16.02%N/A
2022
-25.99%N/A
2021
23.62%N/A
2020
29.88%35.86%
2019
32.65%31.90%
2018
N/A-2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.86%N/AN/AN/A
20233.39%8.08%-7.14%11.80%
2022-10.74%-15.81%-6.10%4.88%
20212.26%5.38%1.96%12.51%
2020-14.27%20.32%9.94%14.53%
201913.40%5.49%3.10%7.56%
2018-8.79%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month7
3-month9
1-year80
3-year66
5-year73

Load adjusted returns

1-year23.19%
3-year3.66%
5-year11.41%
10-yearN/A