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Artisan Small Cap Fund (ARTSX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

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

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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.

ARTSX (Artisan Small Cap Fund)
Benchmark (^GSPC)

S&P 500

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Artisan Small Cap Fund


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.

1 month-6.89%-3.13%
6 months3.37%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


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 Small Cap Fund Sharpe ratio is -0.25. 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.

ARTSX (Artisan Small Cap Fund)
Benchmark (^GSPC)

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.


Dividend yield


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.


Drawdowns Chart

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

ARTSX (Artisan Small Cap Fund)
Benchmark (^GSPC)

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.



To Bottom


To Recover



-62.77%Oct 8, 2007356Mar 9, 2009522Apr 1, 2011878
-51.51%Feb 16, 2021338Jun 16, 2022
-51.51%Oct 15, 1997257Oct 8, 19981540Nov 12, 20041797
-34.78%Feb 21, 202019Mar 18, 202047May 26, 202066
-29.93%Jun 24, 2015159Feb 9, 2016253Feb 9, 2017412
-27.56%Sep 5, 201877Dec 24, 201884Apr 26, 2019161
-23.03%Mar 6, 201445May 8, 2014280Jun 18, 2015325
-22.86%Jul 8, 201161Oct 3, 201183Feb 1, 2012144
-18.24%May 28, 1996223Apr 3, 199773Jul 15, 1997296
-16.71%Apr 3, 200691Aug 11, 2006185May 9, 2007276

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.

ARTSX (Artisan Small Cap Fund)
Benchmark (^GSPC)