Artisan Small Cap Fund Advisor Shares (APDSX)
The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of U.S. small-cap growth companies. It invests primarily in U.S. companies, and under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Artisan Small Cap Fund Advisor Shares in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,973 for a total return of roughly 89.73%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Artisan Small Cap Fund Advisor Shares had a return of 5.01% year-to-date (YTD) and -9.97% in the last 12 months. Over the past 10 years, Artisan Small Cap Fund Advisor Shares had an annualized return of 11.03%, outperforming the S&P 500 benchmark which had an annualized return of 9.63%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.56% | -1.87% |
| Year-To-Date | 5.01% | 4.25% |
| 6 months | 4.87% | 2.64% |
| 1 year | -9.97% | -10.31% |
| 5 years (annualized) | 6.84% | 8.11% |
| 10 years (annualized) | 11.03% | 9.63% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.40% | -0.93% | ||||||||||
| 2022 | -6.68% | 5.63% | 8.26% | -7.03% |
Dividend History
Artisan Small Cap Fund Advisor Shares granted a 0.33% dividend yield in the last twelve months. The annual payout for that period amounted to $0.10 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.10 | $0.10 | $5.07 | $2.70 | $2.65 | $5.43 | $4.97 |
Dividend yield | 0.33% | 0.35% | 12.04% | 5.85% | 9.22% | 26.53% | 24.78% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Small Cap Fund Advisor Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.70 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.43 | $0.00 |
| 2017 | $4.97 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Artisan Small Cap Fund Advisor Shares. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Artisan Small Cap Fund Advisor Shares is 51.43%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.43% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -34.77% | Feb 21, 2020 | 19 | Mar 18, 2020 | 47 | May 26, 2020 | 66 |
| -27.53% | Sep 5, 2018 | 77 | Dec 24, 2018 | 84 | Apr 26, 2019 | 161 |
| -9.87% | Jul 31, 2019 | 45 | Oct 2, 2019 | 38 | Nov 25, 2019 | 83 |
| -9.04% | Jan 29, 2018 | 9 | Feb 8, 2018 | 11 | Feb 26, 2018 | 20 |
| -8.97% | Sep 3, 2020 | 6 | Sep 11, 2020 | 18 | Oct 7, 2020 | 24 |
| -7.57% | May 6, 2019 | 20 | Jun 3, 2019 | 11 | Jun 18, 2019 | 31 |
| -6.82% | Oct 14, 2020 | 14 | Nov 2, 2020 | 2 | Nov 4, 2020 | 16 |
| -6.56% | Jun 19, 2018 | 7 | Jun 27, 2018 | 37 | Aug 20, 2018 | 44 |
| -6.04% | Mar 22, 2018 | 7 | Apr 2, 2018 | 11 | Apr 17, 2018 | 18 |
Volatility Chart
Current Artisan Small Cap Fund Advisor Shares volatility is 29.86%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.