Artisan Small Cap Fund (ARTSX)
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, 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 the common stocks of small companies.
Share Price Chart
Loading data...
Performance
The chart shows the growth of $10,000 invested in Artisan Small Cap Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $75,472 for a total return of roughly 654.72%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Artisan Small Cap Fund had a return of 3.49% year-to-date (YTD) and -11.36% in the last 12 months. Over the past 10 years, Artisan Small Cap Fund had an annualized return of 10.15%, while the S&P 500 benchmark had an annualized return of 9.86%, indicating that Artisan Small Cap Fund performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -6.89% | -3.13% |
| Year-To-Date | 3.49% | 2.92% |
| 6 months | 3.37% | 2.02% |
| 1 year | -11.36% | -11.46% |
| 5 years (annualized) | 6.58% | 7.79% |
| 10 years (annualized) | 10.15% | 9.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.38% | -0.97% | ||||||||||
| 2022 | -6.74% | 5.61% | 8.24% | -7.03% |
Dividend History
Artisan Small Cap Fund granted a 0.26% dividend yield in the last twelve months. The annual payout for that period amounted to $0.08 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $5.07 | $2.70 | $2.65 | $5.43 | $4.97 | $0.33 | $2.71 |
Dividend yield | 0.26% | 0.26% | 12.14% | 5.89% | 9.27% | 26.63% | 24.84% | 2.09% | 18.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Small Cap 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 | $0.08 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.70 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.43 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.97 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 |
| 2015 | $2.71 | $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 Small Cap 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 Small Cap Fund is 62.77%, recorded on Mar 9, 2009. It took 522 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.77% | Oct 8, 2007 | 356 | Mar 9, 2009 | 522 | Apr 1, 2011 | 878 |
| -51.51% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -51.51% | Oct 15, 1997 | 257 | Oct 8, 1998 | 1540 | Nov 12, 2004 | 1797 |
| -34.78% | Feb 21, 2020 | 19 | Mar 18, 2020 | 47 | May 26, 2020 | 66 |
| -29.93% | Jun 24, 2015 | 159 | Feb 9, 2016 | 253 | Feb 9, 2017 | 412 |
| -27.56% | Sep 5, 2018 | 77 | Dec 24, 2018 | 84 | Apr 26, 2019 | 161 |
| -23.03% | Mar 6, 2014 | 45 | May 8, 2014 | 280 | Jun 18, 2015 | 325 |
| -22.86% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -18.24% | May 28, 1996 | 223 | Apr 3, 1997 | 73 | Jul 15, 1997 | 296 |
| -16.71% | Apr 3, 2006 | 91 | Aug 11, 2006 | 185 | May 9, 2007 | 276 |
Volatility Chart
Current Artisan Small Cap Fund volatility is 28.41%. 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.