APDMX Performance — Artisan Mid Cap Fund, Advisor Shares
Data updated: 2026-08-28
APDMX returned +10.96% year to date and +20.28% over one year to Jun 2026. Annualised returns are +14.77% over 3 years and +2.84% over 5 years. Against its US Mid-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $151, against $152 for the category, and to $120 over one year, against $118. Volatility over the past three years was 17.12% a year. In the 12 months to Jun 2026 the fund lost a net $726.1M, and assets reached $3.19B.
APDMX Growth of $100
What $100 invested in Artisan Mid Cap Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | APDMX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $120 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $151 | $152 |
| 5 years (Jul 2021 – Jun 2026) | $115 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $204 | $203 |
APDMX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.96% |
| 1 year | +20.28% |
| 3 years (annualised) | +14.77% |
| 5 years (annualised) | +2.84% |
APDMX Annual Returns
Calendar-year total returns of Artisan Mid Cap Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.96% |
| 2025 | +14.91% |
| 2024 | +12.10% |
| 2023 | +24.22% |
| 2022 | −36.74% |
| 2021 | +10.49% |
| 2020 | +58.98% |
| 2019 (Jul–Dec) | +3.27% |
APDMX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +0.9% | −7.1% | +8.0% | +2.5% | +6.5% | — | — | — | — | — | — |
| 2025 | +7.0% | −5.2% | −8.7% | +1.1% | +6.5% | +6.3% | +2.5% | +3.6% | +2.4% | +3.0% | −0.4% | −2.9% |
| 2024 | +0.3% | +7.4% | +2.5% | −6.3% | −0.2% | +0.9% | −1.2% | +1.9% | +1.7% | −0.1% | +10.1% | −4.4% |
| 2023 | +9.6% | +0.5% | +2.1% | −4.3% | +2.5% | +6.6% | +3.6% | −0.6% | −5.7% | −7.3% | +9.1% | +7.7% |
| 2022 | −14.4% | −1.3% | 0.0% | −14.2% | −3.9% | −5.9% | +11.7% | −2.7% | −10.2% | +3.1% | +3.1% | −7.0% |
| 2021 | −2.3% | +4.4% | −4.2% | +6.6% | −2.3% | +6.0% | +3.9% | +3.3% | −4.0% | +6.3% | −5.8% | −0.8% |
| 2020 | +3.0% | −4.1% | −10.4% | +15.2% | +14.1% | +4.5% | +7.1% | +3.2% | +1.3% | −1.3% | +11.8% | +5.9% |
| 2019 | — | — | — | — | — | — | +2.8% | −3.1% | −3.3% | +1.2% | +4.6% | +1.3% |
APDMX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 17.12%
- 3-year Sharpe ratio: 0.60 (vs 4.5% risk-free rate)
- Best month: +10.10% (Nov 2024)
- Worst month: −8.71% (Mar 2025)
APDMX Fund Flows
Monthly money in and out of Artisan Mid Cap Fund, from SEC Form N-PORT.
- 12-month net flow: −$726.1M
- 12-month gross sales (incl. reinvestments): $1.5B
- Sales ÷ redemptions: 0.67×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $44.9M | $80.4M | −$35.6M |
| May 2026 | $60.5M | $118.5M | −$58.0M |
| Apr 2026 | $99.6M | $270.8M | −$171.1M |
| Mar 2026 | $51.0M | $76.5M | −$25.5M |
| Feb 2026 | $86.4M | $134.6M | −$48.2M |
| Jan 2026 | $64.9M | $124.5M | −$59.6M |
| Dec 2025 | $600.0M | $451.7M | $148.3M |
| Nov 2025 | $38.6M | $84.7M | −$46.2M |
| Oct 2025 | $139.5M | $265.8M | −$126.2M |
| Sep 2025 | $116.5M | $135.8M | −$19.3M |
| Aug 2025 | $66.5M | $139.1M | −$72.6M |
| Jul 2025 | $138.7M | $350.9M | −$212.2M |
APDMX Assets Under Management
Net assets of Artisan Mid Cap Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $3.19B |
| 2026-03-31 | $2.96B |
| 2025-12-31 | $3.27B |
| 2025-09-30 | $3.82B |
| 2025-06-30 | $3.81B |
| 2025-03-31 | $3.59B |
| 2024-12-31 | $4.14B |
| 2024-09-30 | $4.31B |
| 2024-06-30 | $4.48B |
| 2024-03-31 | $5.05B |
| 2023-12-31 | $4.75B |
| 2023-09-30 | $4.48B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.