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Artisan International Small-Mid Investor (ARTJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.25+0.23 (+1.35%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.73%
5-year average return5.38%
Number of years up15
Number of years down7
Best 1-yr total return (1 May 2024)58.13%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return58.13%
Worst 3-yr total return-5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTJXCategory
YTD3.75%7.70%
1-month2.63%0.28%
3-month3.75%7.17%
1-year7.03%42.00%
3-year-2.63%13.14%
5-year7.45%14.91%
10-year4.28%9.64%
Last bull market32.05%19.05%
Last bear market-17.19%-21.47%

Annual total return (%) history

Year
ARTJXCategory
2024
N/AN/A
2023
11.03%N/A
2022
-23.79%N/A
2021
3.66%N/A
2020
33.00%28.40%
2019
36.25%27.78%
2018
-16.84%-18.34%
2017
33.35%36.19%
2016
-12.88%-2.98%
2015
11.02%7.05%
2014
-11.95%-5.40%
2013
29.13%26.61%
2012
34.67%22.20%
2011
-15.21%-14.72%
2010
14.38%23.04%
2009
58.13%49.24%
2008
-51.37%-49.02%
2007
25.38%12.03%
2006
33.18%26.79%
2005
25.71%24.86%
2004
25.70%24.38%
2003
63.00%54.17%
2002
-1.34%-15.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.75%N/AN/AN/A
20237.63%0.77%-8.10%11.38%
2022-12.75%-17.19%-6.02%12.23%
2021-1.43%7.34%-1.40%-0.64%
2020-21.42%26.84%13.19%17.88%
201915.15%6.92%-2.09%13.03%
20181.69%-1.92%1.91%-18.19%
20175.91%9.11%7.91%6.94%
2016-6.09%-2.74%5.17%-9.31%
20154.76%6.84%-7.04%6.70%
20142.40%-0.32%-12.02%-1.95%
20136.48%1.93%8.65%9.51%
201217.63%-4.81%10.37%8.97%
20112.11%2.81%-21.26%2.58%
2010-2.01%-9.79%21.13%6.83%
2009-8.03%34.35%21.69%5.17%
2008-11.08%-6.35%-27.18%-19.80%
20074.31%8.78%8.84%1.53%
200615.55%-4.63%4.31%15.87%
20053.08%-0.44%15.76%5.82%
20047.05%-1.50%-0.36%19.64%
2003-3.83%26.83%14.46%16.75%
20024.07%0.10%-13.43%9.41%

Rank in category (by total return)

YTD37
1-month34
3-month37
1-year62
3-year40
5-year19

Load adjusted returns

1-year7.03%
3-year-2.63%
5-year7.45%
10-year4.28%