Artisan Mid Cap Value Fund (ARTQX)
The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in that index.
Fund Info
US04314H7098
04314H709
Mar 28, 2001
$1,000
Mid-Cap
Value
Expense Ratio
ARTQX has a high expense ratio of 1.21%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Artisan Mid Cap Value Fund (ARTQX) returned -4.04% year-to-date (YTD) and 0.77% over the past 12 months. Over the past 10 years, ARTQX returned 5.90% annually, underperforming the S&P 500 benchmark at 10.84%.
ARTQX
-4.04%
1.22%
-9.86%
0.77%
2.96%
11.55%
5.90%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of ARTQX, 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 | 1.99% | 0.38% | -3.32% | -4.41% | 1.42% | -4.04% | |||||||
| 2024 | -0.64% | 2.14% | 4.06% | -6.65% | 2.75% | -1.34% | 6.83% | 0.91% | 0.72% | -2.73% | 5.49% | -6.17% | 4.47% |
| 2023 | 9.77% | -2.69% | -1.81% | 0.49% | -4.33% | 8.55% | 5.05% | -4.42% | -3.33% | -4.60% | 8.88% | 7.21% | 18.31% |
| 2022 | -3.20% | 0.19% | 0.91% | -5.21% | 1.30% | -9.82% | 8.05% | -4.20% | -9.52% | 10.46% | 6.23% | -6.49% | -12.93% |
| 2021 | 0.31% | 8.53% | 5.74% | 4.05% | 1.80% | -2.23% | 0.30% | 0.26% | -1.15% | 3.46% | -3.28% | 6.63% | 26.44% |
| 2020 | -3.98% | -9.28% | -25.20% | 13.75% | 7.58% | 2.26% | 3.77% | 4.51% | -2.52% | -0.18% | 15.55% | 6.09% | 5.49% |
| 2019 | 11.45% | 2.86% | -2.32% | 5.96% | -7.81% | 7.56% | 1.20% | -6.05% | 4.54% | 0.61% | 2.04% | 2.84% | 23.46% |
| 2018 | 4.18% | -5.91% | -0.40% | 1.80% | 0.40% | 1.46% | 2.17% | 1.19% | -0.97% | -7.39% | 0.21% | -10.46% | -13.87% |
| 2017 | 2.19% | 1.31% | -0.73% | -0.70% | 0.61% | 1.35% | 1.12% | -1.40% | 3.41% | -0.00% | 3.25% | 1.47% | 12.42% |
| 2016 | -5.28% | 2.59% | 9.28% | 3.11% | 0.83% | -0.68% | 3.40% | -0.00% | 0.71% | -1.64% | 8.22% | 0.77% | 22.49% |
| 2015 | -2.39% | 5.36% | -0.79% | 0.64% | -0.24% | -2.14% | -1.94% | -4.38% | -4.06% | 5.04% | 0.21% | -5.06% | -9.89% |
| 2014 | -4.59% | 4.70% | 1.89% | -1.46% | 1.44% | 2.80% | -3.05% | 3.58% | -4.80% | 0.63% | 1.12% | -0.29% | 1.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTQX is 9, meaning it’s performing worse than 91% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Artisan Mid Cap Value Fund (ARTQX) 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 Mid Cap Value Fund provided a 4.38% dividend yield over the last twelve months, with an annual payout of $0.66 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $2.70 | $3.32 | $3.06 | $0.36 | $1.98 | $2.94 | $2.30 | $0.60 | $3.63 | $2.77 |
Dividend yield | 4.38% | 4.20% | 17.42% | 21.33% | 14.18% | 1.87% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% | 11.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Mid Cap Value 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 | $0.66 | $0.66 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.70 | $2.70 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.32 | $0.00 | $3.32 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.06 | $0.00 | $3.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.36 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.98 | $0.00 | $1.98 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.94 | $0.00 | $2.94 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.30 | $0.00 | $2.30 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.60 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.63 | $0.00 | $3.63 |
| 2014 | $2.70 | $0.08 | $2.77 |
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 Value 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 Value Fund was 52.64%, occurring on Nov 20, 2008. Recovery took 511 trading sessions.
The current Artisan Mid Cap Value Fund drawdown is 10.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.64% | Jun 5, 2007 | 370 | Nov 20, 2008 | 511 | Dec 2, 2010 | 881 |
| -44.46% | Jan 17, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -26.4% | May 23, 2001 | 343 | Oct 9, 2002 | 160 | May 30, 2003 | 503 |
| -23.46% | Apr 16, 2015 | 193 | Jan 20, 2016 | 206 | Nov 10, 2016 | 399 |
| -23.41% | Jan 29, 2018 | 229 | Dec 24, 2018 | 250 | Dec 20, 2019 | 479 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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