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Artisan International Small-Mid Fund (APHJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.53+0.02 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return5.42%
Number of years up5
Number of years down2
Best 1-yr total return (20 Jun 2024)36.66%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.66%
Worst 3-yr total return-4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHJXCategory
YTD1.02%7.70%
1-month3.97%0.28%
3-month-0.11%7.17%
1-year7.25%42.00%
3-year-4.95%13.14%
5-year6.49%14.91%
10-year4.19%9.64%
Last bull market26.32%19.05%
Last bear market-17.15%-21.47%

Annual total return (%) history

Year
APHJXCategory
2024
N/AN/A
2023
11.25%N/A
2022
-23.65%N/A
2021
3.97%N/A
2020
33.31%28.40%
2019
36.66%27.78%
2018
-16.75%-18.34%
2017
33.61%36.19%
2016
N/A-2.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.86%N/AN/AN/A
20237.70%0.82%-8.08%11.47%
2022-12.71%-17.15%-5.99%12.31%
2021-1.36%7.40%-1.33%-0.54%
2020-21.33%26.86%13.23%17.96%
201915.28%7.01%-2.06%13.12%
20181.73%-1.87%1.94%-18.20%
20175.95%9.14%7.94%7.05%
20165.17%-9.22%N/AN/A

Rank in category (by total return)

YTD62
1-month76
3-month80
1-year78
3-year42
5-year30

Load adjusted returns

1-year7.25%
3-year-4.95%
5-year6.49%
10-year4.19%