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Artisan International Small-mid Fund - Advisor Shares: (MF: APDJX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$18.23 USD
+0.10 (0.55%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.54 | 80 |
| 3 months | 0.28 | 87 |
| 6 months | 1.39 | 72 |
| 1 Year | 6.25 | 79 |
| 3 Year | 2.97 | 87 |
| 5 Year | 6.72 | 75 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -5.42 |
| 5 Year | 7.95 |
| 10 Year | NA |
| Since Inception | 7.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.45 | NA | NA | NA |
| 2024 | 3.84 | -3.70 | 7.52 | -7.31 |
| 2023 | 7.66 | 0.83 | -8.11 | 11.46 |
| 2022 | -12.71 | -17.14 | -6.06 | 12.36 |
| 2021 | -1.37 | 7.38 | -1.34 | -0.60 |
| 2020 | -21.40 | 26.90 | 13.17 | 17.91 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 3.54 | -0.33 | 11.17 | -23.66 | 3.85 | 33.11 | 36.59 |
| % Total Return Rel to Index | -8.49 | -4.68 | -7.68 | -7.18 | -13.51 | 27.67 | 18.16 |
| % Total Return Rel to Peer | -4.24 | -4.88 | -3.64 | -3.94 | -2.58 | 18.38 | 14.25 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.12 | 0.03 |
| % Yield | 0.00 | 0.04 | 0.04 | 0.02 | 0.00 | 0.60 | 0.22 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.15 | 1.14 | 1.14 | 1.14 | 1.18 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%