Back to top
Artisan International Small-mid Fund - Investor Shares: (MF: ARTJX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$16.80 USD
-0.22 (-1.29%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.75 | 64 |
| 3 months | 3.75 | 64 |
| 6 months | 15.56 | 39 |
| 1 Year | 7.03 | 81 |
| 3 Year | -2.63 | 70 |
| 5 Year | 7.45 | 23 |
| 10 Year | 4.89 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 383.83 |
| Bear Market (10/07 - 2/09) | -61.02 |
| Bull Market (2/09 - 3/21) | 414.95 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 7.03 |
| 5 Year | 7.44 |
| 10 Year | 4.89 |
| Since Inception | 10.24 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.75 | NA | NA | NA |
| 2023 | 7.62 | 0.77 | -8.09 | 11.38 |
| 2022 | -12.75 | -17.18 | -6.01 | 12.23 |
| 2021 | -1.42 | 7.34 | -1.39 | -0.64 |
| 2020 | -21.41 | 26.84 | 13.19 | 17.88 |
| 2019 | 15.14 | 6.92 | -2.08 | 13.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.75 | 11.02 | -23.79 | 3.65 | 33.00 | 36.25 | -16.83 | 33.33 | -12.88 | 11.02 | -6.60 |
| % Total Return Rel to Index | -2.19 | -7.83 | -7.31 | -13.71 | 27.56 | 17.82 | -0.69 | 11.53 | -11.00 | 14.30 | 0.73 |
| % Total Return Rel to Peer | -0.72 | -3.79 | -4.07 | -2.77 | 18.27 | 13.91 | -0.80 | 4.41 | -15.63 | 15.58 | -1.94 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 4.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.02 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 0.13 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 8.27 | 3.17 | 1.19 | 0.78 | 2.75 |
| Expense Ratio | 0.00 | 1.30 | 1.28 | 1.30 | 1.33 | 1.43 | 1.55 | 1.57 | 1.51 | 1.52 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%