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MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
Artisan High Income Investor (ARTFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.90
+0.01
(+0.11%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.07%
5-year average return
5.33%
Number of years up
7
Number of years down
2
Best 1-yr total return (1 May 2024)
15.69%
Worst 1-yr total return (1 May 2024)
N/A
Best 3-yr total return
15.69%
Worst 3-yr total return
1.71%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ARTFX
Category
YTD
1.42%
3.62%
1-month
0.74%
1.08%
3-month
1.42%
2.50%
1-year
11.80%
14.69%
3-year
3.18%
6.16%
5-year
5.74%
6.21%
10-year
5.89%
5.48%
Last bull market
12.41%
11.96%
Last bear market
-9.46%
-7.27%
Annual total return (%) history
Year
ARTFX
Category
2024
N/A
N/A
2023
15.69%
N/A
2022
-9.82%
N/A
2021
6.10%
N/A
2020
9.97%
4.91%
2019
14.00%
12.62%
2018
-1.70%
-2.59%
2017
8.89%
6.47%
2016
14.52%
13.30%
2015
0.99%
-4.01%
2014
N/A
1.11%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.42%
N/A
N/A
N/A
2023
4.95%
1.86%
1.46%
6.66%
2022
-1.49%
-9.46%
-0.70%
1.82%
2021
2.19%
2.49%
0.82%
0.49%
2020
-13.78%
12.13%
5.56%
7.76%
2019
6.46%
2.25%
1.65%
3.03%
2018
0.35%
1.20%
2.19%
-5.27%
2017
3.08%
2.35%
2.34%
0.85%
2016
1.20%
5.83%
4.88%
1.95%
2015
3.08%
1.00%
-2.18%
-0.83%
2014
2.29%
-0.41%
-0.11%
N/A
Rank in category (by total return)
YTD
64
1-month
93
3-month
64
1-year
16
3-year
20
5-year
4
Load adjusted returns
1-year
11.80%
3-year
3.18%
5-year
5.74%
10-year
5.89%
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