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Artisan Mid Cap Fund (ARTMX)

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

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Artisan Mid Cap Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $111,228 for a total return of roughly 1,012.28%. All prices are adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2023FebruaryMarch
1,012.28%
261.73%
ARTMX (Artisan Mid Cap Fund)
Benchmark (^GSPC)

S&P 500

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Artisan Mid Cap Fund

Return

Artisan Mid Cap Fund had a return of 9.52% year-to-date (YTD) and -17.98% in the last 12 months. Over the past 10 years, Artisan Mid Cap Fund had an annualized return of 10.21%, while the S&P 500 benchmark had an annualized return of 9.92%, indicating that Artisan Mid Cap Fund performed slightly bigger than the benchmark.


PeriodReturnBenchmark
1 month-3.40%-1.87%
Year-To-Date9.52%4.25%
6 months-1.16%2.64%
1 year-17.98%-10.31%
5 years (annualized)8.17%8.11%
10 years (annualized)10.21%9.92%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20239.55%0.49%
2022-10.17%3.06%3.12%-6.97%

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 Mid Cap Fund Sharpe ratio is -0.53. 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.


-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.53
-0.44
ARTMX (Artisan Mid Cap Fund)
Benchmark (^GSPC)

Dividend History

Artisan Mid Cap Fund granted a 0.26% dividend yield in the last twelve months. The annual payout for that period amounted to $0.08 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.08$0.08$8.59$7.18$4.53$7.97$5.70$3.34$6.56$4.95$3.79$1.82

Dividend yield

0.26%0.29%19.35%17.80%17.81%43.25%29.63%20.94%40.74%31.46%25.47%16.82%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
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$0.08$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$8.59$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.18$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.53$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.97$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.70$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.34$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.56$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.88$0.08
2013$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.79$0.00
2012$1.82

Drawdowns Chart

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


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-36.64%
-16.55%
ARTMX (Artisan Mid Cap Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Artisan Mid Cap Fund. 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 Mid Cap Fund is 62.25%, recorded on Nov 20, 2008. It took 560 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.25%Nov 1, 2007266Nov 20, 2008560Feb 11, 2011826
-44.95%Sep 5, 2000523Oct 9, 2002698Jul 20, 20051221
-43.73%Nov 10, 2021252Nov 9, 2022
-34.35%Apr 23, 1998121Oct 8, 199864Jan 6, 1999185
-30.64%Feb 20, 202023Mar 23, 202041May 20, 202064
-24.51%Sep 26, 201862Dec 24, 201859Mar 21, 2019121
-24.26%Aug 6, 2015131Feb 11, 2016255Feb 15, 2017386
-22.17%Jul 8, 201131Aug 19, 2011121Feb 13, 2012152
-20.37%Mar 10, 200026Apr 14, 200059Jul 12, 200085
-14.67%May 10, 200650Jul 21, 200682Nov 15, 2006132

Volatility Chart

Current Artisan Mid Cap Fund volatility is 30.58%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
30.58%
22.09%
ARTMX (Artisan Mid Cap Fund)
Benchmark (^GSPC)