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Artisan International Small-mid Fund - Institutional Shares: (MF: APHJX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$19.62 USD
-0.28 (-1.41%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.36 | 79 |
| 3 months | 15.96 | 13 |
| 6 months | 14.36 | 79 |
| 1 Year | 14.02 | 71 |
| 3 Year | 10.25 | 79 |
| 5 Year | 6.12 | 78 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.02 |
| 5 Year | 6.11 |
| 10 Year | NA |
| Since Inception | 7.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.37 | 15.96 | NA | NA |
| 2024 | 3.86 | -3.66 | 7.49 | -7.25 |
| 2023 | 7.70 | 0.82 | -8.08 | 11.46 |
| 2022 | -12.71 | -17.15 | -5.99 | 12.30 |
| 2021 | -1.36 | 7.40 | -1.33 | -0.54 |
| 2020 | -21.32 | 26.86 | 13.23 | 17.96 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.36 | -0.24 | 11.25 | -23.64 | 3.95 | 33.31 | 36.65 | -16.74 | 33.59 |
| % Total Return Rel to Index | -5.56 | -4.59 | -7.60 | -7.16 | -13.41 | 27.87 | 18.22 | -0.60 | 11.78 |
| % Total Return Rel to Peer | -3.52 | -4.79 | -3.56 | -3.93 | -2.47 | 18.58 | 14.32 | -0.71 | 4.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 1.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.02 | 0.01 | 0.01 | 0.00 | 0.13 | 0.04 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.12 | 0.12 | 0.10 | 0.00 | 0.63 | 0.26 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 8.27 | 3.17 |
| Expense Ratio | 1.07 | 1.07 | 1.07 | 1.06 | 1.06 | 1.09 | 1.16 | 1.35 | 1.37 |
* 1 = Top 20%, 5 = Bottom 20%