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Artisan International Small-mid Fund - Investor Shares: (MF: ARTJX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$19.22 USD
+0.13 (0.68%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.16 | 80 |
| 3 months | 15.85 | 14 |
| 6 months | 14.16 | 80 |
| 1 Year | 13.65 | 72 |
| 3 Year | 9.98 | 81 |
| 5 Year | 5.86 | 79 |
| 10 Year | 5.63 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 383.83 |
| Bear Market (10/07 - 2/09) | -61.02 |
| Bull Market (2/09 - 3/21) | 463.77 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.65 |
| 5 Year | 5.85 |
| 10 Year | 5.63 |
| Since Inception | 10.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.46 | 15.85 | NA | NA |
| 2024 | 3.75 | -3.67 | 7.39 | -7.29 |
| 2023 | 7.62 | 0.77 | -8.09 | 11.38 |
| 2022 | -12.75 | -17.18 | -6.01 | 12.23 |
| 2021 | -1.42 | 7.34 | -1.39 | -0.64 |
| 2020 | -21.41 | 26.84 | 13.19 | 17.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.16 | -0.50 | 11.02 | -23.79 | 3.65 | 33.00 | 36.25 | -16.83 | 33.33 | -12.88 | 11.02 |
| % Total Return Rel to Index | -5.77 | -4.84 | -7.83 | -7.31 | -13.71 | 27.56 | 17.82 | -0.69 | 11.53 | -11.00 | 14.30 |
| % Total Return Rel to Peer | -3.73 | -5.04 | -3.79 | -4.07 | -2.77 | 18.27 | 13.91 | -0.80 | 4.41 | -15.63 | 15.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 4.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.02 | 0.00 | 0.00 | 0.00 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 0.13 | 0.00 | 0.00 | 0.00 | 0.11 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 8.27 | 3.17 | 1.19 | 0.78 |
| Expense Ratio | 1.32 | 1.32 | 1.30 | 1.28 | 1.30 | 1.33 | 1.43 | 1.55 | 1.57 | 1.51 | 1.52 |
* 1 = Top 20%, 5 = Bottom 20%