Artisan Select Equity Fund (ARTNX)
Under normal market conditions, 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 equity securities or instruments that have similar economic characteristics. It will invest primarily in U.S. companies but may invest up to 20% of its total assets at market value at the time of purchase in non-U.S. companies, including those in emerging and less developed markets.
Fund Info
US04314H4772
Feb 28, 2020
$1,000
Large-Cap
Blend
Expense Ratio
ARTNX has a high expense ratio of 1.26%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Artisan Select Equity Fund (ARTNX) returned 6.32% year-to-date (YTD) and 9.32% over the past 12 months.
ARTNX
6.32%
6.59%
1.95%
9.32%
13.72%
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of ARTNX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.97% | 0.43% | -1.52% | -1.97% | 2.51% | 6.32% | |||||||
| 2024 | 1.64% | 4.25% | 4.63% | -3.62% | 2.72% | 0.61% | 2.09% | 2.51% | 1.48% | -1.71% | 5.36% | -5.81% | 14.38% |
| 2023 | 11.77% | -1.92% | 1.53% | 0.84% | -1.75% | 6.44% | 3.34% | -4.62% | -3.39% | -2.26% | 9.15% | 5.77% | 26.12% |
| 2022 | -1.21% | -2.82% | -0.16% | -5.90% | 0.50% | -9.73% | 4.70% | -2.90% | -10.79% | 7.42% | 5.65% | -4.03% | -19.18% |
| 2021 | -3.90% | 6.21% | 7.07% | 5.61% | 1.51% | -1.63% | 1.01% | -0.07% | -3.92% | 3.64% | -10.02% | 5.49% | 9.95% |
| 2020 | 0.40% | -20.12% | 10.85% | 4.05% | 1.08% | 4.60% | 7.16% | -2.96% | -1.38% | 14.56% | 4.96% | 20.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTNX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Artisan Select Equity Fund (ARTNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Artisan Select Equity Fund provided a 1.19% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.19 | $0.19 | $0.06 | $0.29 | $0.65 |
Dividend yield | 1.19% | 1.26% | 0.47% | 2.74% | 4.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Select Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.29 |
| 2021 | $0.65 | $0.00 | $0.65 |
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 Select Equity 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 Select Equity Fund was 32.00%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current Artisan Select Equity Fund drawdown is 2.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32% | Mar 5, 2020 | 13 | Mar 23, 2020 | 107 | Aug 24, 2020 | 120 |
| -30.95% | Nov 15, 2021 | 221 | Sep 30, 2022 | 349 | Feb 22, 2024 | 570 |
| -11.97% | Feb 19, 2025 | 35 | Apr 8, 2025 | — | — | — |
| -7.66% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.07% | Oct 26, 2020 | 3 | Oct 28, 2020 | 8 | Nov 9, 2020 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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