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Artisan Select Equity Fund (ARTNX)

Mutual Fund · Currency in USD · Last updated Mar 23, 2023

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.

Share Price Chart

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The chart shows the growth of $10,000 invested in Artisan Select Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,264 for a total return of roughly 22.64%. All prices are adjusted for splits and dividends.

ARTNX (Artisan Select Equity Fund)
Benchmark (^GSPC)

S&P 500

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Artisan Select Equity Fund


Artisan Select Equity Fund had a return of 6.26% year-to-date (YTD) and -7.88% in the last 12 months. Over the past 10 years, Artisan Select Equity Fund had an annualized return of 6.77%, outperforming the S&P 500 benchmark which had an annualized return of 5.55%.

1 month-4.53%-3.48%
6 months9.45%2.10%
1 year-7.88%-11.75%
5 years (annualized)6.77%5.55%
10 years (annualized)6.77%5.55%

Monthly Returns Heatmap


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 Select Equity Fund Sharpe ratio is -0.34. 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.

ARTNX (Artisan Select Equity Fund)
Benchmark (^GSPC)

Dividend History

Artisan Select Equity Fund granted a 2.57% dividend yield in the last twelve months. The annual payout for that period amounted to $0.29 per share.


Dividend yield


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.


Drawdowns Chart

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

ARTNX (Artisan Select Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Artisan Select Equity 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 Select Equity Fund is 32.00%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.



To Bottom


To Recover



-32%Mar 5, 202013Mar 23, 2020107Aug 24, 2020120
-27.75%Jan 13, 2022180Sep 30, 2022
-8.19%Nov 15, 202112Dec 1, 202128Jan 11, 202240
-7.66%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-7.07%Oct 26, 20203Oct 28, 20208Nov 9, 202011
-6.98%Jan 11, 202114Jan 29, 202116Feb 23, 202130
-5.14%Jun 7, 202182Sep 30, 202127Nov 8, 2021109
-3.41%May 10, 20213May 12, 202111May 27, 202114
-3.07%Oct 13, 20205Oct 19, 20204Oct 23, 20209
-2.69%Feb 25, 20212Feb 26, 20215Mar 5, 20217

Volatility Chart

Current Artisan Select Equity Fund volatility is 30.24%. 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.

ARTNX (Artisan Select Equity Fund)
Benchmark (^GSPC)