- ISIN
- US04314H5431
- CUSIP
- 04314H543
- Issuer
- Artisan
- Inception Date
- Apr 24, 2017
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ARTTX Performance Chart
Artisan Focus Fund (ARTTX) is up 16.1% since the beginning of the year. ARTTX is currently trading at $29 per share. Investors who bought $1,000 worth of ARTTX shares 5 years ago would now be looking at an investment worth $1,840.
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Returns By Period
Artisan Focus Fund (ARTTX) has returned 16.11% so far this year and 25.39% over the past 12 months.
Artisan Focus Fund
- 1D
- 1.27%
- 1M
- 6.40%
- YTD
- 16.11%
- 6M
- 14.91%
- 1Y
- 25.39%
- 3Y*
- 24.37%
- 5Y*
- 12.97%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ARTTX Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2017, ARTTX's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +16.0%, while the worst month was Jan 2022 at -11.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, ARTTX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -11.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.22% | 2.25% | -7.92% | 8.77% | 6.25% | 4.39% | 16.11% | ||||||
| 2025 | 8.33% | -4.17% | -5.47% | 1.71% | 10.59% | 6.37% | 2.26% | -3.18% | 3.68% | 2.28% | -2.19% | -0.52% | 19.95% |
| 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% | -26.10% |
| 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% |
Benchmark Metrics
Artisan Focus Fund has an annualized alpha of 6.35%, beta of 0.90, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since April 26, 2017.
- This fund captured 110.16% of S&P 500 Index gains but only 88.84% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 6.35% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.90 and R2 of 0.77, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 6.35%
- Beta
- 0.90
- R²
- 0.77
- Upside Capture
- 110.16%
- Downside Capture
- 88.84%
Expense Ratio
ARTTX has a high expense ratio of 1.27%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTTX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan Focus Fund (ARTTX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.78 | -0.84 |
| Martin ratioReturn relative to average drawdown | 7.20 | 12.44 | -5.24 |
Dividends
Dividend History
Artisan Focus Fund provided a 3.52% dividend yield over the last twelve months, with an annual payout of $1.01 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.01 | $1.01 | $2.78 | $0.00 | $0.05 | $3.44 | $0.66 | $0.59 | $0.45 | $1.18 |
Dividend yield | 3.52% | 4.08% | 12.96% | 0.00% | 0.32% | 15.97% | 3.23% | 3.61% | 3.59% | 9.95% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 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 |
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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -31.56%Oct 2022 | 9mo 18d | 1y 5mo | 2y 3moDec 2021 - Apr 2024 |
COVID crash2020 | -28.98%Mar 2020 | 1mo 2d | 3mo 24d | 4mo 26dFeb 2020 - Jul 2020 |
2025 selloff2025 | -19.82%Apr 2025 | 2mo 14d | 1mo 25d | 4mo 9dJan 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -14.75%Dec 2018 | 3mo 2d | 2mo 5d | 5mo 7dSep 2018 - Mar 2019 |
2026 correction2026 | -13.19%Mar 2026 | 1mo 2d | 1mo 7d | 2mo 9dFeb 2026 - May 2026 |
Drawdown Indicators
| ARTTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.56% | -56.78% | +25.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -9.10% | -4.09% |
Max Drawdown (3Y)Largest decline over 3 years | -19.82% | -18.90% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.56% | -25.43% | -6.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -10.71% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.03% | +1.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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