Artisan Mid Cap Fund (ARTMX)
The fund normally 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 medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in the index.
Fund Info
| ISIN | US04314H3030 |
|---|---|
| CUSIP | 04314H303 |
| Issuer | Artisan Partners Funds |
| Inception Date | Jun 27, 1997 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
ARTMX has a high expense ratio of 1.18%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ARTMX vs. JENSX, ARTMX vs. VOO, ARTMX vs. VIG, ARTMX vs. POSKX, ARTMX vs. VO, ARTMX vs. FCNTX, ARTMX vs. VTI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan Mid Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Artisan Mid Cap Fund had a return of 13.83% year-to-date (YTD) and 24.18% in the last 12 months. Over the past 10 years, Artisan Mid Cap Fund had an annualized return of -2.35%, while the S&P 500 had an annualized return of 11.39%, indicating that Artisan Mid Cap Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.83% | 25.48% |
| 1 month | 4.16% | 2.14% |
| 6 months | 5.94% | 12.76% |
| 1 year | 24.18% | 33.14% |
| 5 years (annualized) | 0.57% | 13.96% |
| 10 years (annualized) | -2.35% | 11.39% |
Monthly Returns
The table below presents the monthly returns of ARTMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.35% | 7.39% | 2.45% | -6.33% | -0.22% | 0.86% | -1.16% | 1.84% | 1.67% | -0.08% | 13.83% | ||
| 2023 | 9.55% | 0.49% | 2.07% | -4.31% | 2.45% | 6.54% | 3.58% | -0.62% | -5.72% | -7.29% | 9.05% | 7.68% | 23.99% |
| 2022 | -14.35% | -1.36% | -0.00% | -14.25% | -3.84% | -5.97% | 11.66% | -2.73% | -10.17% | 3.06% | 3.12% | -6.97% | -36.82% |
| 2021 | -2.34% | 4.38% | -4.22% | 6.62% | -2.26% | 5.99% | 3.87% | 3.31% | -3.97% | 6.29% | -20.77% | -0.78% | -7.13% |
| 2020 | 3.02% | -4.14% | -10.43% | 15.15% | 14.08% | 4.51% | 7.03% | 3.22% | 1.29% | -1.32% | -3.95% | 5.92% | 36.43% |
| 2019 | 11.72% | 7.88% | 0.92% | 4.59% | -2.15% | 7.60% | 2.80% | -3.05% | -3.48% | 1.21% | -7.71% | 1.24% | 21.85% |
| 2018 | 6.56% | -1.45% | -1.00% | 0.03% | 3.73% | -0.22% | 3.02% | 5.61% | 0.47% | -11.08% | -19.71% | -9.90% | -24.32% |
| 2017 | 4.56% | 2.05% | 1.13% | 1.45% | 4.02% | 1.18% | 1.48% | -0.45% | 0.54% | 2.21% | -12.34% | -0.10% | 4.76% |
| 2016 | -10.73% | -1.91% | 7.83% | 1.43% | 3.42% | -1.39% | 5.45% | 0.34% | 0.05% | -4.98% | -5.27% | -2.23% | -9.00% |
| 2015 | -1.61% | 5.57% | -0.06% | -0.32% | 1.30% | 0.63% | 2.25% | -6.08% | -3.50% | 5.25% | -12.32% | -2.46% | -12.02% |
| 2014 | 0.44% | 6.40% | -4.11% | -6.60% | 2.68% | 4.10% | -3.84% | 5.78% | -3.81% | 4.57% | -8.37% | -0.36% | -4.42% |
| 2013 | 5.19% | 0.68% | 2.64% | 2.47% | 2.18% | -1.43% | 8.29% | -1.47% | 8.34% | 0.88% | -6.09% | 3.23% | 26.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTMX is 24, indicating that it is in the bottom 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Artisan Mid Cap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
Dividend yield | 0.00% | 0.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Mid Cap Fund. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.08 | $0.00 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Artisan Mid Cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Artisan Mid Cap Fund was 64.68%, occurring on Nov 20, 2008. Recovery took 820 trading sessions.
The current Artisan Mid Cap Fund drawdown is 31.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.68% | Nov 1, 2007 | 266 | Nov 20, 2008 | 820 | Feb 24, 2012 | 1086 |
| -52.54% | Nov 10, 2021 | 252 | Nov 9, 2022 | — | — | — |
| -48.04% | Mar 5, 2014 | 1212 | Dec 24, 2018 | 472 | Nov 6, 2020 | 1684 |
| -46.93% | Sep 5, 2000 | 523 | Oct 9, 2002 | 783 | Nov 17, 2005 | 1306 |
| -34.35% | Apr 23, 1998 | 121 | Oct 8, 1998 | 64 | Jan 6, 1999 | 185 |
Volatility
Volatility Chart
The current Artisan Mid Cap Fund volatility is 4.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.