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Artisan Mid Cap Fund (APHMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.36+0.43 (+1.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.26%
5-year average return9.54%
Number of years up16
Number of years down7
Best 1-yr total return (1 May 2024)59.10%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return59.10%
Worst 3-yr total return-4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHMXCategory
YTD10.44%10.80%
1-month2.48%4.43%
3-month10.44%7.00%
1-year22.09%48.17%
3-year-0.53%21.26%
5-year11.71%20.18%
10-year9.97%14.07%
Last bull market37.29%27.14%
Last bear market-22.40%-21.26%

Annual total return (%) history

Year
APHMXCategory
2024
N/AN/A
2023
24.30%N/A
2022
-36.67%N/A
2021
10.60%N/A
2020
59.10%39.26%
2019
38.45%32.52%
2018
-3.78%-6.65%
2017
20.75%23.91%
2016
-0.64%6.03%
2015
2.42%-0.95%
2014
5.96%7.00%
2013
37.74%34.93%
2012
19.84%14.07%
2011
-1.81%-3.96%
2010
31.90%24.61%
2009
50.63%39.11%
2008
-43.95%-43.77%
2007
21.56%15.09%
2006
9.87%9.00%
2005
9.38%9.84%
2004
14.93%13.23%
2003
32.08%35.96%
2002
-24.02%-27.24%
2001
-2.74%-19.98%
2000
N/A-4.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.44%N/AN/AN/A
202312.43%4.49%-2.90%8.96%
2022-15.47%-22.40%-2.41%-1.07%
2021-2.30%10.52%3.12%-0.66%
2020-11.52%37.37%11.97%16.89%
201921.72%10.19%-3.75%7.26%
20184.03%3.59%9.35%-18.34%
20177.95%6.85%1.64%3.00%
2016-5.51%3.50%5.93%-4.09%
20153.86%1.67%-7.25%4.58%
20142.55%-0.10%-2.10%5.64%
20138.78%3.27%15.68%5.98%
201220.94%-7.59%5.67%1.48%
20117.40%2.63%-15.80%5.80%
20106.49%-8.24%18.54%13.87%
20092.06%20.24%16.55%5.32%
2008-12.91%1.59%-11.84%-28.14%
20073.13%11.83%5.71%-0.29%
20067.47%-4.81%0.59%6.77%
2005-3.01%2.83%4.84%4.62%
20045.12%1.83%-5.14%13.19%
2003-3.15%15.28%6.06%11.55%
2002-2.05%-12.30%-18.03%7.90%
2001-11.38%12.29%-22.39%25.92%
2000-9.92%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month55
3-month34
1-year57
3-year70
5-year32

Load adjusted returns

1-year22.09%
3-year-0.53%
5-year11.71%
10-year9.97%