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Artisan Mid Cap Fund Inv Shs: (MF: ARTMX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$37.02 USD
-0.17 (-0.46%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.92 | 39 |
| 3 months | 14.39 | 30 |
| 6 months | 5.92 | 39 |
| 1 Year | 13.95 | 41 |
| 3 Year | 12.36 | 73 |
| 5 Year | 6.03 | 95 |
| 10 Year | 9.57 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 149.47 |
| Bear Market (10/07 - 2/09) | -52.05 |
| Bull Market (2/09 - 3/21) | 876.87 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.95 |
| 5 Year | 6.03 |
| 10 Year | 9.58 |
| Since Inception | 12.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.40 | 14.39 | NA | NA |
| 2024 | 10.40 | -5.72 | 2.51 | 4.93 |
| 2023 | 12.37 | 4.44 | -2.94 | 8.85 |
| 2022 | -15.52 | -22.46 | -2.43 | -1.13 |
| 2021 | -2.35 | 10.44 | 3.05 | -0.71 |
| 2020 | -11.55 | 37.29 | 11.90 | 16.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.92 | 11.96 | 23.99 | -36.81 | 10.34 | 58.75 | 38.13 | -4.01 | 20.47 | -0.89 | 2.18 |
| % Total Return Rel to Index | -0.27 | -13.06 | -2.25 | -18.61 | -18.33 | 40.35 | 6.64 | 0.38 | -1.32 | -12.83 | 0.79 |
| % Total Return Rel to Peer | 0.78 | -7.43 | 0.99 | -17.12 | -11.71 | 38.83 | 9.70 | 2.85 | -0.20 | -8.71 | 3.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 3.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.23 | 0.00 | 0.00 | 8.59 | 7.18 | 4.53 | 7.97 | 5.70 | 3.34 | 6.56 |
| Expense Ratio | 1.20 | 1.19 | 1.20 | 1.18 | 1.18 | 1.18 | 1.19 | 1.18 | 1.18 | 1.18 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%