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.
Share Price Chart
Loading data...
Performance
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.
Compare to other instruments
Return
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%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -4.53% | -3.48% |
| Year-To-Date | 6.26% | 2.54% |
| 6 months | 9.45% | 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 11.76% | -1.92% | ||||||||||
| 2022 | -10.79% | 7.42% | 8.45% | -4.03% |
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.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.65 |
Dividend yield | 2.57% | 2.74% | 5.03% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $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 | $0.29 | $0.00 |
| 2021 | $0.65 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32% | Mar 5, 2020 | 13 | Mar 23, 2020 | 107 | Aug 24, 2020 | 120 |
| -27.75% | Jan 13, 2022 | 180 | Sep 30, 2022 | — | — | — |
| -8.19% | Nov 15, 2021 | 12 | Dec 1, 2021 | 28 | Jan 11, 2022 | 40 |
| -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 |
| -6.98% | Jan 11, 2021 | 14 | Jan 29, 2021 | 16 | Feb 23, 2021 | 30 |
| -5.14% | Jun 7, 2021 | 82 | Sep 30, 2021 | 27 | Nov 8, 2021 | 109 |
| -3.41% | May 10, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -3.07% | Oct 13, 2020 | 5 | Oct 19, 2020 | 4 | Oct 23, 2020 | 9 |
| -2.69% | Feb 25, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
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.