- ISIN
- US04314H4772
- Issuer
- Artisan
- Inception Date
- Feb 28, 2020
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
ARTNX Performance Chart
Artisan Select Equity Fund (ARTNX) is up 11.6% since the beginning of the year. ARTNX is currently trading at $21 per share. Investors who bought $1,000 worth of ARTNX shares 5 years ago would now be looking at an investment worth $1,773.
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Returns By Period
Artisan Select Equity Fund (ARTNX) has returned 11.64% so far this year and 31.57% over the past 12 months.
Artisan Select Equity Fund
- 1D
- 0.05%
- 1M
- 3.64%
- YTD
- 11.64%
- 6M
- 11.70%
- 1Y
- 31.57%
- 3Y*
- 22.07%
- 5Y*
- 12.14%
- 10Y*
- —
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%
ARTNX Monthly Returns History
Based on dividend-adjusted daily data since Feb 7, 2020, ARTNX's average daily return is +0.06%, while the average monthly return is +1.29%. At this rate, an investment would double in approximately 4.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +14.6%, while the worst month was Mar 2020 at -20.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, ARTNX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -13.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.60% | -0.85% | -6.14% | 7.89% | 3.98% | 2.25% | 11.64% | ||||||
| 2025 | 6.97% | 0.43% | -1.52% | -1.97% | 5.02% | 3.71% | 0.23% | 2.99% | 1.95% | 1.31% | 3.14% | 3.58% | 28.66% |
| 2024 | 1.64% | 4.25% | 4.63% | -3.62% | 2.72% | 0.61% | 2.09% | 2.51% | 1.48% | -1.71% | 5.36% | -3.57% | 17.09% |
| 2023 | 11.76% | -1.92% | 1.53% | 0.84% | -1.75% | 6.44% | 3.34% | -4.62% | -3.39% | -2.26% | 9.15% | 5.78% | 26.12% |
| 2022 | -1.21% | -2.82% | -0.16% | -5.90% | 0.50% | -9.73% | 4.70% | -2.90% | -10.79% | 7.42% | 6.98% | -4.03% | -18.16% |
| 2021 | -3.90% | 6.21% | 7.07% | 5.61% | 1.51% | -1.63% | 1.01% | -0.07% | -3.92% | 3.64% | -5.60% | 5.49% | 15.36% |
Benchmark Metrics
Artisan Select Equity Fund has an annualized alpha of 3.21%, beta of 0.88, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 07, 2020.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.60%) than losses (89.58%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.21% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.88 and R2 of 0.80, 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
- 3.21%
- Beta
- 0.88
- R²
- 0.80
- Upside Capture
- 95.60%
- Downside Capture
- 89.58%
Expense Ratio
ARTNX has a high expense ratio of 1.26%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTNX ranks 76 for risk / return — better than 76% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan Select Equity Fund (ARTNX) 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.
| ARTNX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.37 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 2.78 | +0.41 |
| Martin ratioReturn relative to average drawdown | 12.66 | 12.44 | +0.22 |
Dividends
Dividend History
Artisan Select Equity Fund provided a 2.78% dividend yield over the last twelve months, with an annual payout of $0.59 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.59 | $0.59 | $0.39 | $0.06 | $0.15 | $0.65 |
Dividend yield | 2.78% | 3.10% | 2.52% | 0.47% | 1.35% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.59 | $0.59 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 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 | $0.15 | $0.00 | $0.15 |
| 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 106 trading sessions.
The current Artisan Select Equity Fund drawdown is 0.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.00%Mar 2020 | 18d | 5mo 4d | 5mo 22dMar 2020 - Aug 2020 |
Bear market2022 | -27.75%Sep 2022 | 8mo 20d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
2025 selloff2025 | -11.97%Apr 2025 | 1mo 18d | 1mo 5d | 2mo 23dFeb 2025 - May 2025 |
2026 pullback2026 | -9.90%Mar 2026 | 1mo 26d | 21d | 2mo 17dJan 2026 - Apr 2026 |
2021 pullback2021 | -8.19%Dec 2021 | 16d | 1mo 11d | 1mo 27dNov 2021 - Jan 2022 |
Drawdown Indicators
| ARTNX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.00% | -56.78% | +24.78% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -9.10% | -0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -11.97% | -18.90% | +6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -27.75% | -25.43% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.56% | -1.80% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -10.71% | +5.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.03% | +0.46% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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