Artisan Mid Cap Fund (ARTMX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

Artisan Mid Cap Fund (ARTMX) has returned -9.72% so far this year and 12.05% over the past 12 months. Over the last ten years, ARTMX has returned 10.15% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 27, 1997, ARTMX's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 1997 with a return of +16.1%, while the worst month was Oct 2008 at -22.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ARTMX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +11.5%, while the worst single day was Sep 30, 1998 at -12.0%.

Artisan Mid Cap Fund has an annualized alpha of 4.29%, beta of 1.05, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since June 30, 1997.

• This fund captured 122.03% of S&P 500 Index gains and 102.05% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.29% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.05 and R² of 0.78, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ARTMX has a high expense ratio of 1.18%, indicating above-average management fees.

ARTMX ranks 20 for risk / return — below 20% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and compare them to a chosen benchmark (S&P 500 Index).

Artisan Mid Cap Fund provided a 21.42% dividend yield over the last twelve months, with an annual payout of $6.33 per share.

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.

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.

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 57.80%, occurring on Nov 20, 2008. Recovery took 506 trading sessions.

The current Artisan Mid Cap Fund drawdown is 16.81%.

The chart below shows the rolling one-month volatility.