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Artisan Focus Fund (APHTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.37-0.03 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.72%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (13 Jun 2024)23.74%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return23.74%
Worst 3-yr total return2.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHTXCategory
YTD18.46%12.38%
1-month6.14%5.09%
3-month7.02%10.28%
1-year28.97%41.70%
3-year5.60%22.56%
5-year13.79%21.98%
10-year0.00%15.99%
Last bull market30.68%25.99%
Last bear market-15.82%-17.29%

Annual total return (%) history

Year
APHTXCategory
2024
N/AN/A
2023
16.10%N/A
2022
-25.88%N/A
2021
23.74%N/A
2020
N/A35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.87%N/AN/AN/A
20233.38%8.12%-7.17%11.90%
2022-10.71%-15.82%-6.08%4.99%
20212.31%5.37%2.00%12.53%
202020.30%9.99%14.51%N/A

Rank in category (by total return)

YTD7
1-month29
3-month1
1-year67
3-year66
5-year72

Load adjusted returns

1-year28.97%
3-year5.60%
5-year13.79%
10-yearN/A