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Artisan High Income Investor (ARTFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.89+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.80%
5-year average return5.26%
Number of years up7
Number of years down2
Best 1-yr total return (29 Apr 2024)15.69%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return15.69%
Worst 3-yr total return1.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTFXCategory
YTD1.42%3.62%
1-month0.74%1.08%
3-month1.42%2.50%
1-year11.80%14.69%
3-year3.18%6.16%
5-year5.74%6.21%
10-year5.89%5.48%
Last bull market12.41%11.96%
Last bear market-9.46%-7.27%

Annual total return (%) history

Year
ARTFXCategory
2024
N/AN/A
2023
15.69%N/A
2022
-9.82%N/A
2021
6.10%N/A
2020
9.97%4.91%
2019
14.00%12.62%
2018
-1.70%-2.59%
2017
8.89%6.47%
2016
14.52%13.30%
2015
0.99%-4.01%
2014
N/A1.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.42%N/AN/AN/A
20234.95%1.86%1.46%6.66%
2022-1.49%-9.46%-0.70%1.82%
20212.19%2.49%0.82%0.49%
2020-13.78%12.13%5.56%7.76%
20196.46%2.25%1.65%3.03%
20180.35%1.20%2.19%-5.27%
20173.08%2.35%2.34%0.85%
20161.20%5.83%4.88%1.95%
20153.08%1.00%-2.18%-0.83%
20142.29%-0.41%-0.11%N/A

Rank in category (by total return)

YTD64
1-month93
3-month64
1-year16
3-year20
5-year4

Load adjusted returns

1-year11.80%
3-year3.18%
5-year5.74%
10-year5.89%