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Artisan Small Cap Fund Advisor Shares (APDSX)

Mutual Fund · Currency in USD · Last updated Mar 22, 2023

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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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.

APDSX (Artisan Small Cap Fund Advisor Shares)
Benchmark (^GSPC)

S&P 500

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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%.

1 month-5.56%-1.87%
6 months4.87%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


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Artisan Small Cap Fund Advisor Shares Sharpe ratio is -0.28. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

APDSX (Artisan Small Cap Fund Advisor Shares)
Benchmark (^GSPC)

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.


Dividend yield


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.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

APDSX (Artisan Small Cap Fund Advisor Shares)
Benchmark (^GSPC)

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.



To Bottom


To Recover



-51.43%Feb 16, 2021338Jun 16, 2022
-34.77%Feb 21, 202019Mar 18, 202047May 26, 202066
-27.53%Sep 5, 201877Dec 24, 201884Apr 26, 2019161
-9.87%Jul 31, 201945Oct 2, 201938Nov 25, 201983
-9.04%Jan 29, 20189Feb 8, 201811Feb 26, 201820
-8.97%Sep 3, 20206Sep 11, 202018Oct 7, 202024
-7.57%May 6, 201920Jun 3, 201911Jun 18, 201931
-6.82%Oct 14, 202014Nov 2, 20202Nov 4, 202016
-6.56%Jun 19, 20187Jun 27, 201837Aug 20, 201844
-6.04%Mar 22, 20187Apr 2, 201811Apr 17, 201818

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.

APDSX (Artisan Small Cap Fund Advisor Shares)
Benchmark (^GSPC)