Artisan Focus Fund (ARTTX)
The investment seeks maximum long-term capital appreciation. The fund's investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies (including depositary receipts). The fund is non-diversified.
Fund Info
US04314H5431
04314H543
Apr 24, 2017
$1,000
Large-Cap
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
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Performance
Performance Chart
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Returns By Period
Artisan Focus Fund (ARTTX) returned 10.38% year-to-date (YTD) and 22.80% over the past 12 months.
ARTTX
10.38%
10.59%
6.52%
22.80%
16.40%
14.92%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.33% | -4.17% | -5.47% | 1.71% | 10.59% | 10.38% | |||||||
| 2024 | 4.36% | 6.11% | 4.63% | -3.67% | 6.15% | 1.56% | 0.63% | 2.70% | 3.51% | -1.65% | 7.83% | -3.50% | 31.74% |
| 2023 | 3.34% | -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% |
| 2020 | 0.25% | -4.74% | -10.22% | 9.73% | 5.58% | 3.79% | 7.07% | 4.48% | -1.77% | -4.31% | 15.99% | 3.20% | 29.76% |
| 2019 | 5.67% | 4.17% | 2.86% | 4.94% | -4.31% | 5.06% | 2.50% | 2.06% | -1.51% | 2.05% | 2.52% | 2.73% | 32.27% |
| 2018 | 9.06% | -2.02% | -0.08% | 1.03% | 2.12% | 2.84% | 3.29% | 3.26% | 0.84% | -4.03% | 2.64% | -7.37% | 11.18% |
| 2017 | 1.10% | 3.76% | 0.29% | 7.41% | 2.39% | 1.99% | 4.58% | 5.04% | 0.43% | 30.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 75, ARTTX is among the top 25% of 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 Focus Fund (ARTTX) 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 Focus Fund provided a 11.75% dividend yield over the last twelve months, with an annual payout of $2.79 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.79 | $2.79 | $0.00 | $0.05 | $3.44 | $0.66 | $0.59 | $0.45 | $1.18 |
Dividend yield | 11.75% | 12.97% | 0.00% | 0.32% | 15.97% | 3.23% | 3.61% | 3.54% | 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.
| 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 | $2.79 | $2.79 |
| 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.
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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 0.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.56% | Dec 30, 2021 | 200 | Oct 14, 2022 | 369 | Apr 5, 2024 | 569 |
| -28.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -19.82% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -14.76% | Sep 24, 2018 | 64 | Dec 24, 2018 | 45 | Mar 1, 2019 | 109 |
| -9.3% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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