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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.
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Returns By Period
Artisan Focus Fund (ARTTX) has returned -7.27% so far this year and 13.34% over the past 12 months.
Artisan Focus Fund
- 1D
- -1.33%
- 1M
- -11.28%
- YTD
- -7.27%
- 6M
- -7.72%
- 1Y
- 13.34%
- 3Y*
- 17.92%
- 5Y*
- 8.62%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 26, 2017, ARTTX's average daily return is +0.07%, while the average monthly return is +1.37%. At this rate, your investment would double in approximately 4.2 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% | -11.28% | -7.27% | |||||||||
| 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 5.68%, beta of 0.90, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since April 27, 2017.
- This fund captured 110.94% of S&P 500 Index gains but only 92.42% of its losses — a favorable profile for investors.
- This fund generated an annualized alpha of 5.68% 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
- 5.68%
- Beta
- 0.90
- R²
- 0.77
- Upside Capture
- 110.94%
- Downside Capture
- 92.42%
Expense Ratio
ARTTX has a high expense ratio of 1.27%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTTX ranks 25 for risk / return — below 25% 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 a chosen benchmark (S&P 500 Index).
| ARTTX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.90 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.39 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.40 | -0.57 |
Martin ratioReturn relative to average drawdown | 3.05 | 6.61 | -3.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore ARTTX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Artisan Focus Fund provided a 4.41% 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 | 4.41% | 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 | |||||||||
| 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.
The current Artisan Focus Fund drawdown is 13.19%.
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 | 51 | Apr 8, 2025 | 37 | Jun 2, 2025 | 88 |
| -14.75% | Sep 25, 2018 | 64 | Dec 26, 2018 | 44 | Mar 1, 2019 | 108 |
| -13.19% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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