Artisan Partners Asset Management Inc. (APAM) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,940
Total Return
-0.60%
CAGR
-0.12%
Dividends
$4,009.40
Yield on Cost
40.09%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.43% |
| Median | +0.23% |
| Best | +32.82% |
| Worst | -22.67% |
| % of Windows Positive | 51.0% |
1-Year (252 Trading Days)
| Average | +7.38% |
| Median | +7.09% |
| Best | +59.11% |
| Worst | -42.37% |
| % of Windows Positive | 64.2% |
3-Year (756 Trading Days)
| Average | +33.93% |
| Median | +35.24% |
| Best | +106.04% |
| Worst | -9.62% |
| % of Windows Positive | 90.6% |
Risk Metrics
| Maximum Drawdown | -46.95% |
| Average Drawdown | -15.61% |
| Drawdown Duration | 686 Trading Days |
| Sortino Ratio | 0.22 |
| Calmar Ratio | -0.00 |
| CVaR (5%) | -4.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.09% (-13.85% ann.) | $609.43 | $582.43 | $116.48 | $0.93 |
| 2025 | +1.05% | +$105.37 | $863.73 | $172.74 | $1.38 |
| 2024 | +3.29% | +$328.84 | $731.38 | $146.28 | $1.17 |
| 2023 | +57.83% | +$5782.54 | $915.91 | $183.18 | $1.46 |
| 2022 | -32.61% | $3260.94 | $790.57 | $158.12 | $1.26 |
| 2021 | +1.03% | +$103.42 | $860.94 | $172.19 | $1.37 |
| 2020 | +67.81% | +$6781.46 | $1079.67 | $215.94 | $1.73 |
| 2019 | +62.28% | +$6227.95 | $1591.83 | $318.36 | $2.55 |
| 2018 | -39.35% | $3934.84 | $829.75 | $165.95 | $1.33 |
| 2017 | +42.53% | +$4252.62 | $953.51 | $190.69 | $1.52 |
| 2016 | -10.34% | $1034.07 | $801.48 | $160.29 | $1.28 |
| 2015 | -24.15% | $2414.56 | $676.76 | $135.35 | $1.08 |
| 2014 | -18.21% | $1820.98 | $597.10 | $119.42 | $0.96 |
| 2013 partial | +69.96% (+91.16% ann.) | +$6996.38 | $222.22 | $44.45 | $0.36 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | March 7, 2013 – February 19, 2020 | +51.14% | +6.12% | +$5113.75 | $6868.81 | $1373.74 | $10.99 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.75% | -99.95% | $4875.15 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +127.41% | +275.08% | +$12741.22 | $668.75 | $133.75 | $1.07 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +14.29% | +13.51% | +$1429.04 | $1162.04 | $232.42 | $1.86 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.38% | -29.84% | $2838.18 | $708.44 | $141.69 | $1.13 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +42.19% | +20.91% | +$4218.59 | $1762.43 | $352.49 | $2.81 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -1.77% | -1.04% | $176.56 | $1697.84 | $339.57 | $2.72 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-08-08 | $0.4300 | 0.83% |
| 2013-11-06 | $0.4300 | 0.70% |
| 2014-02-12 | $2.1800 | 3.62% |
| 2014-05-14 | $0.5500 | 0.98% |
| 2014-08-13 | $0.5500 | 0.99% |
| 2014-11-12 | $0.5500 | 1.13% |
| 2015-02-11 | $1.5500 | 3.22% |
| 2015-05-13 | $0.6000 | 1.33% |
| 2015-08-13 | $0.6000 | 1.29% |
| 2015-11-12 | $0.6000 | 1.55% |
| 2016-02-10 | $1.0000 | 3.64% |
| 2016-05-13 | $0.6000 | 1.91% |
| 2016-08-15 | $0.6000 | 2.18% |
| 2016-11-14 | $0.6000 | 2.21% |
| 2017-02-10 | $0.9600 | 3.13% |
| 2017-05-15 | $0.6000 | 2.12% |
| 2017-08-15 | $0.6000 | 1.96% |
| 2017-11-15 | $0.6000 | 1.65% |
| 2018-02-13 | $1.3900 | 3.88% |
| 2018-05-16 | $0.6000 | 1.83% |
| 2018-08-16 | $0.6000 | 1.84% |
| 2018-11-15 | $0.6000 | 2.26% |
| 2019-02-13 | $1.5900 | 6.31% |
| 2019-05-16 | $0.5500 | 2.17% |
| 2019-08-15 | $0.6000 | 2.29% |
| 2019-11-14 | $0.6500 | 2.23% |
| 2020-02-13 | $1.2800 | 3.36% |
| 2020-05-14 | $0.6100 | 2.25% |
| 2020-08-14 | $0.6700 | 1.73% |
| 2020-11-13 | $0.8300 | 1.88% |
| 2021-02-11 | $1.2800 | 2.40% |
| 2021-05-13 | $0.8800 | 1.73% |
| 2021-08-16 | $1.0000 | 1.92% |
| 2021-11-15 | $1.0700 | 2.09% |
| 2022-02-11 | $1.7500 | 4.18% |
| 2022-05-16 | $0.7600 | 2.15% |
| 2022-08-16 | $0.6000 | 1.55% |
| 2022-11-15 | $0.5600 | 1.67% |
| 2023-02-13 | $0.9000 | 2.50% |
| 2023-05-16 | $0.5000 | 1.53% |
| 2023-08-16 | $0.6100 | 1.64% |
| 2023-11-15 | $0.6500 | 1.71% |
| 2024-02-14 | $1.0200 | 2.47% |
| 2024-05-16 | $0.6100 | 1.31% |
| 2024-08-16 | $0.7100 | 1.76% |
| 2024-11-15 | $0.8200 | 1.72% |
| 2025-02-14 | $1.3400 | 3.02% |
| 2025-05-16 | $0.6800 | 1.53% |
| 2025-08-15 | $0.7300 | 1.53% |
| 2025-11-14 | $0.8800 | 2.02% |
| 2026-02-13 | $1.5800 | 3.61% |
| 2026-05-15 | $0.7700 | 2.07% |
| Total | 52 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-16 | $193.76 | $38.75 | $0.31 | 3.0132 |
| 2021-11-15 | $210.55 | $42.11 | $0.33 | 3.3607 |
| 2022-02-11 | $350.23 | $70.05 | $0.56 | 7.0595 |
| 2022-05-16 | $157.47 | $31.49 | $0.25 | 3.6410 |
| 2022-08-16 | $126.50 | $25.30 | $0.20 | 2.6607 |
| 2022-11-15 | $119.56 | $23.91 | $0.19 | 2.8443 |
| 2023-02-13 | $194.71 | $38.94 | $0.31 | 4.2967 |
| 2023-05-16 | $110.32 | $22.06 | $0.18 | 2.7961 |
| 2023-08-16 | $136.29 | $27.26 | $0.22 | 2.9911 |
| 2023-11-15 | $147.18 | $29.43 | $0.24 | 3.1086 |
| 2024-02-14 | $234.12 | $46.83 | $0.37 | 4.5680 |
| 2024-05-16 | $142.80 | $28.56 | $0.23 | 2.5218 |
| 2024-08-16 | $168.00 | $33.60 | $0.27 | 3.3152 |
| 2024-11-15 | $196.75 | $39.35 | $0.31 | 3.3659 |
| 2025-02-14 | $326.03 | $65.21 | $0.52 | 5.9798 |
| 2025-05-16 | $169.51 | $33.90 | $0.27 | 3.1091 |
| 2025-08-15 | $184.25 | $36.85 | $0.30 | 3.1710 |
| 2025-11-14 | $224.90 | $44.98 | $0.36 | 4.2448 |
| 2026-02-13 | $410.50 | $82.10 | $0.66 | 7.6953 |
| 2026-05-15 | $205.98 | $41.20 | $0.33 | 4.5142 |
| Total | $4009.40 | $801.89 | $6.41 | 78.2570 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.