Back to top
Artisan Mid Cap Fund Advisor Shares: (MF: APDMX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$37.96 USD
-0.18 (-0.47%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.01 | 37 |
| 3 months | 14.45 | 30 |
| 6 months | 6.01 | 37 |
| 1 Year | 14.11 | 40 |
| 3 Year | 12.51 | 72 |
| 5 Year | 6.19 | 94 |
| 10 Year | 7.19 | 88 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.11 |
| 5 Year | 6.18 |
| 10 Year | 7.20 |
| Since Inception | 7.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.36 | 14.45 | NA | NA |
| 2024 | 10.39 | -5.66 | 2.38 | 5.13 |
| 2023 | 12.42 | 4.48 | -2.92 | 8.93 |
| 2022 | -15.47 | -22.43 | -2.42 | -1.11 |
| 2021 | -2.32 | 10.46 | 3.10 | -0.68 |
| 2020 | -11.51 | 37.30 | 11.95 | 16.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.01 | 12.09 | 24.22 | -36.73 | 10.48 | 58.98 | 38.47 | -3.90 | 20.60 | -8.86 |
| % Total Return Rel to Index | -0.19 | -12.93 | -2.02 | -18.53 | -18.19 | 40.58 | 6.98 | 0.48 | -1.19 | -20.80 |
| % Total Return Rel to Peer | 0.87 | -7.30 | 1.22 | -17.03 | -11.57 | 39.07 | 10.05 | 2.95 | -0.07 | -16.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.23 | 0.00 | 0.00 | 8.59 | 7.18 | 4.53 | 7.97 | 5.70 | 0.00 |
| Expense Ratio | 1.06 | 1.05 | 1.05 | 1.05 | 1.04 | 1.05 | 1.04 | 1.04 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%