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Artisan Focus Fund (ARTTX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US04314H5431

CUSIP

04314H543

Inception Date

Apr 24, 2017

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

ARTTX has a high expense ratio of 1.27%, 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

The chart shows the growth of an initial investment of $10,000 in Artisan Focus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
254.28%
137.19%
ARTTX (Artisan Focus Fund)
Benchmark (^GSPC)

Returns By Period

Artisan Focus Fund (ARTTX) returned 2.61% year-to-date (YTD) and 16.67% over the past 12 months.


ARTTX

YTD

2.61%

1M

15.15%

6M

3.65%

1Y

16.67%

5Y*

14.13%

10Y*

N/A

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of ARTTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.33%-4.17%-5.47%1.71%2.80%2.61%
20244.36%6.11%4.63%-3.67%6.15%1.56%0.63%2.70%3.51%-1.65%7.83%-3.50%31.74%
20233.34%-4.33%4.53%1.65%1.44%4.79%1.24%-2.06%-6.49%-0.85%9.21%3.15%15.63%
2022-11.37%-3.93%4.80%-8.38%-3.63%-4.71%7.17%-3.52%-9.21%5.34%4.39%-4.63%-26.09%
2021-2.85%6.08%-0.76%3.95%0.65%0.64%4.43%3.24%-5.43%7.71%-1.03%5.48%23.46%
20200.25%-4.74%-10.22%9.73%5.58%3.79%7.07%4.48%-1.77%-4.31%15.99%3.20%29.76%
20195.67%4.17%2.86%4.94%-4.31%5.06%2.50%2.06%-1.51%2.05%2.52%2.73%32.27%
20189.06%-2.02%-0.08%1.03%2.12%2.84%3.29%3.26%0.84%-4.03%2.65%-7.37%11.19%
20171.10%3.76%0.29%7.41%2.39%1.99%4.58%5.04%0.43%30.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ARTTX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ARTTX is 7171
Overall Rank
The Sharpe Ratio Rank of ARTTX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTTX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of ARTTX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ARTTX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ARTTX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Artisan Focus Fund (ARTTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Artisan Focus Fund Sharpe ratio is 0.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Artisan Focus Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.76
0.44
ARTTX (Artisan Focus Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Artisan Focus Fund provided a 12.64% dividend yield over the last twelve months, with an annual payout of $2.78 per share.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$2.78$2.78$0.00$0.05$3.44$0.66$0.59$0.45$1.18

Dividend yield

12.64%12.96%0.00%0.32%15.97%3.23%3.61%3.55%9.99%

Monthly Dividends

The table displays the monthly dividend distributions for Artisan Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$2.78$2.78
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$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$0.05$0.00$0.05
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.44$0.00$3.44
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66$0.00$0.66
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.59$0.00$0.59
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.45
2017$1.18$0.00$1.18

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.04%
-8.35%
ARTTX (Artisan Focus Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Artisan Focus 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 Focus Fund was 31.56%, occurring on Oct 14, 2022. Recovery took 369 trading sessions.

The current Artisan Focus Fund drawdown is 7.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.56%Dec 30, 2021200Oct 14, 2022369Apr 5, 2024569
-28.98%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-19.82%Jan 24, 202552Apr 8, 2025
-14.75%Sep 24, 201864Dec 24, 201845Mar 1, 2019109
-9.3%Oct 13, 202014Oct 30, 20206Nov 9, 202020

Volatility

Volatility Chart

The current Artisan Focus Fund volatility is 10.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.23%
11.43%
ARTTX (Artisan Focus Fund)
Benchmark (^GSPC)