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Artisan Mid Cap Fd Insti Shs: (MF: APHMX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$45.52 USD
-0.21 (-0.46%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.07 | 36 |
| 3 months | 14.49 | 30 |
| 6 months | 6.07 | 36 |
| 1 Year | 14.20 | 39 |
| 3 Year | 12.61 | 71 |
| 5 Year | 6.28 | 94 |
| 10 Year | 9.83 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.20 |
| 5 Year | 6.28 |
| 10 Year | 9.84 |
| Since Inception | 10.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.35 | 14.49 | NA | NA |
| 2024 | 10.43 | -5.63 | 2.56 | 4.97 |
| 2023 | 12.43 | 4.49 | -2.90 | 8.96 |
| 2022 | -15.46 | -22.39 | -2.41 | -1.07 |
| 2021 | -2.30 | 10.51 | 3.11 | -0.66 |
| 2020 | -11.51 | 37.36 | 11.97 | 16.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.07 | 12.19 | 24.29 | -36.66 | 10.60 | 59.10 | 38.46 | -3.76 | 20.73 | -0.64 | 2.42 |
| % Total Return Rel to Index | -0.12 | -12.83 | -1.94 | -18.46 | -18.08 | 40.70 | 6.97 | 0.62 | -1.05 | -12.58 | 1.03 |
| % Total Return Rel to Peer | 0.93 | -7.20 | 1.29 | -16.97 | -11.45 | 39.18 | 10.04 | 3.09 | 0.06 | -8.46 | 4.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 3.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.23 | 0.00 | 0.00 | 8.59 | 7.18 | 4.53 | 7.97 | 5.70 | 3.34 | 6.56 |
| Expense Ratio | 0.96 | 0.96 | 0.96 | 0.95 | 0.95 | 0.95 | 0.96 | 0.95 | 0.95 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%