- ISIN
- US04314H3030
- CUSIP
- 04314H303
- Issuer
- Artisan
- Inception Date
- Jun 27, 1997
- Category
- Mid Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ARTMX Performance Chart
Artisan Mid Cap Fund (ARTMX) is up 7.1% since the beginning of the year. ARTMX is currently trading at $35 per share. Investors who bought $1,000 worth of ARTMX shares 5 years ago would now be looking at an investment worth $1,130.
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Returns By Period
Artisan Mid Cap Fund (ARTMX) has returned 7.09% so far this year and 19.95% over the past 12 months. Over the last ten years, ARTMX has returned 11.73% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Artisan Mid Cap Fund
- 1D
- 1.86%
- 1M
- 3.76%
- YTD
- 7.09%
- 6M
- 5.10%
- 1Y
- 19.95%
- 3Y*
- 13.69%
- 5Y*
- 2.47%
- 10Y*
- 11.73%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ARTMX Monthly Returns History
Based on dividend-adjusted daily data since Jun 27, 1997, ARTMX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.52% | 0.85% | -7.17% | 7.99% | 2.47% | 2.85% | 7.09% | ||||||
| 2025 | 7.02% | -5.18% | -8.75% | 1.12% | 6.46% | 6.27% | 2.51% | 3.64% | 2.41% | 2.97% | -0.40% | -2.78% | 14.92% |
| 2024 | 0.35% | 7.39% | 2.45% | -6.33% | -0.22% | 0.86% | -1.16% | 1.84% | 1.67% | -0.08% | 10.08% | -4.60% | 11.78% |
| 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% | -6.05% | -0.78% | 10.12% |
Benchmark Metrics
Artisan Mid Cap Fund has an annualized alpha of 4.23%, beta of 1.05, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since June 27, 1997.
- This fund captured 120.69% of S&P 500 Index gains and 101.31% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.23% 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.
- Alpha
- 4.23%
- Beta
- 1.05
- R²
- 0.78
- Upside Capture
- 120.69%
- Downside Capture
- 101.31%
Expense Ratio
ARTMX has a high expense ratio of 1.18%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTMX ranks 20 for risk / return — in the bottom 20% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.78 | -1.27 |
| Martin ratioReturn relative to average drawdown | 5.81 | 12.44 | -6.63 |
Dividends
Dividend History
Artisan Mid Cap Fund provided a 18.06% dividend yield over the last twelve months, with an annual payout of $6.33 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.33 | $6.33 | $5.23 | $0.00 | $0.08 | $8.59 | $7.18 | $4.53 | $7.97 | $5.70 | $3.34 | $6.56 |
Dividend yield | 18.06% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.33 | $6.33 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.23 | $5.23 |
| 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 | $8.59 | $0.00 | $8.59 |
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.
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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 57.80%, occurring on Nov 20, 2008. Recovery took 506 trading sessions.
The current Artisan Mid Cap Fund drawdown is 1.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -57.80%Nov 2008 | 1y 20d | 2y 4d | 3y 24dNov 2007 - Nov 2010 |
Dot-com crash2000–2002 | -44.95%Oct 2002 | 2y 1mo | 2y 9mo | 4y 10moSep 2000 - Jul 2005 |
Bear market2022 | -43.73%Nov 2022 | 12mo 4d | — | 4y 7moNov 2021 - now |
1998 bear market1998 | -34.35%Oct 1998 | 5mo 18d | 3mo | 8mo 18dApr 1998 - Jan 1999 |
COVID crash2020 | -30.64%Mar 2020 | 1mo 2d | 1mo 28d | 3moFeb 2020 - May 2020 |
Drawdown Indicators
| ARTMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -56.78% | -1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -9.10% | -4.22% |
Max Drawdown (3Y)Largest decline over 3 years | -24.65% | -18.90% | -5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -25.43% | -18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -33.92% | -9.81% |
Current DrawdownCurrent decline from peak | -1.32% | -1.80% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -10.71% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.03% | +1.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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