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Artisan Select Equity Fund - Advisor Shares: (MF: APDNX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$17.29 USD
+0.07 (0.41%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.00 | 3 |
| 3 months | 6.75 | 68 |
| 6 months | 13.00 | 3 |
| 1 Year | 18.41 | 13 |
| 3 Year | 18.26 | 40 |
| 5 Year | 15.06 | 34 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 18.41 |
| 5 Year | 15.06 |
| 10 Year | NA |
| Since Inception | 12.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.85 | 6.75 | NA | NA |
| 2024 | 10.84 | -0.33 | 6.18 | -1.32 |
| 2023 | 11.38 | 5.44 | -4.76 | 12.92 |
| 2022 | -4.06 | -14.67 | -9.19 | 10.26 |
| 2021 | 9.37 | 5.53 | -3.08 | 3.25 |
| 2020 | NA | 16.58 | 8.87 | 18.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| % Total Return | 13.00 | 15.75 | 26.29 | -18.04 | 15.49 |
| % Total Return Rel to Index | 6.79 | -9.26 | 0.05 | 0.15 | -13.18 |
| % Total Return Rel to Peer | 7.86 | -3.63 | 3.29 | 1.65 | -6.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.02 | 0.07 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.18 | 0.20 | 0.17 | 0.00 |
| Capital Gains ($) | 0.00 | 0.18 | 0.00 | 0.14 | 0.64 |
| Expense Ratio | 1.15 | 1.15 | 1.15 | 1.15 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%