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USD
Artisan High Income Investor (ARTFX)
8.68
-0.02
(-0.23%)
At close: October 30 at 8:00:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.09% |
|---|---|
| 5y Average Return | 4.15% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 15.69% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 15.69% |
| Worst 3Y Total Return | 1.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARTFX
Category
- YTD
- -0.04%
- 3.62%
- 1-Month
- -2.30%
- 1.08%
- 3-Month
- -1.36%
- 2.50%
- 1-Year
- 0.90%
- 14.69%
- 3-Year
- 7.66%
- 6.16%
- 5-Year
- 4.17%
- 6.21%
- 10-Year
- 5.88%
- 5.48%
- Last Bull Market
- 6.56%
- 11.96%
- Last Bear Market
- -9.46%
- -7.27%
Annual Total Return (%) History
Year
ARTFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.96% | 2.32% | -1.36% | -- |
|
2025
|
1.06% | 3.63% | 2.15% | 0.93% |
|
2024
|
1.42% | 1.05% | 4.87% | 0.83% |
|
2023
|
4.95% | 1.86% | 1.46% | 6.66% |
|
2022
|
-1.49% | -9.46% | -0.70% | 1.82% |
|
2021
|
2.19% | 2.49% | 0.82% | 0.49% |
|
2020
|
-13.78% | 12.13% | 5.56% | 7.76% |
|
2019
|
6.46% | 2.25% | 1.65% | 3.03% |
|
2018
|
0.35% | 1.20% | 2.19% | -5.27% |
|
2017
|
3.08% | 2.35% | 2.34% | 0.85% |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 48 |
|---|---|
| 3-Month | 31 |
| 1-Year | 78 |
| 3-Year | 40 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 0.90% |
| 3-Year | 7.66% |
|---|---|
| 5-Year | 4.17% |
| 10-Year | 5.88% |
Performance & Risk
| YTD Return | -0.09% |
| 5y Average Return | 4.15% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.56 |
| Morningstar Risk Rating |
Fund Overview
| Category | High Yield Bond |
| Fund Family | Artisan Partners Funds |
| Net Assets | 11.19B |
| YTD Return | -0.04% |
| Yield | 7.04% |
| Morningstar Rating | |
| Inception Date | Mar 19, 2014 |
Fund Summary
Under normal circumstances, the fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade (below BBB- by Standard & Poor's Rating Services ("S&P") or Fitch, Inc. ("Fitch") or below Baa3 by Moody's Investors Service, Inc. ("Moody's")), or comparably rated by another nationally recognized statistical rating organization ("NRSRO"), or unrated but determined by Artisan Partners to be of comparable quality.
