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Artisan Small Cap Fund Inv Shs: (MF: ARTSX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$34.03 USD
-0.36 (-1.05%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.57 | 67 |
| 3 months | 7.29 | 45 |
| 6 months | -3.57 | 67 |
| 1 Year | 5.76 | 48 |
| 3 Year | 9.86 | 46 |
| 5 Year | 1.40 | 97 |
| 10 Year | 8.14 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 145.94 |
| Bear Market (10/07 - 2/09) | -57.76 |
| Bull Market (2/09 - 3/21) | 812.91 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 5.76 |
| 5 Year | 1.39 |
| 10 Year | 8.14 |
| Since Inception | 9.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.13 | 7.29 | NA | NA |
| 2024 | 9.43 | -4.45 | 8.57 | 1.01 |
| 2023 | 7.59 | 1.10 | -7.98 | 9.18 |
| 2022 | -18.04 | -21.52 | 3.22 | 6.27 |
| 2021 | -5.02 | 4.36 | -1.19 | -6.97 |
| 2020 | -14.97 | 37.25 | 8.57 | 27.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.57 | 14.68 | 9.29 | -29.43 | -8.89 | 60.98 | 40.16 | 2.25 | 26.82 | 5.54 | 0.32 |
| % Total Return Rel to Index | -9.78 | -10.33 | -16.95 | -11.23 | -37.57 | 42.58 | 8.67 | 6.64 | 5.02 | -6.39 | -1.06 |
| % Total Return Rel to Peer | -1.78 | 2.76 | -6.78 | -9.92 | -28.20 | 41.99 | 14.72 | 13.02 | 11.22 | -10.40 | 5.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.83 | 0.00 | 0.00 | 5.08 | 2.70 | 2.65 | 5.43 | 4.97 | 0.33 | 2.71 |
| Expense Ratio | 1.24 | 1.23 | 1.23 | 1.20 | 1.19 | 1.20 | 1.20 | 1.20 | 1.21 | 1.25 | 1.23 |
* 1 = Top 20%, 5 = Bottom 20%