Artisan Value Fund posted negative returns in Q1 2026, trailing the Russell 1000 Value Index amid market volatility and sector rotation.
Artisan Value Fund’s Investor Class (ARTLX), Advisor Class (APDLX), and Institutional Class (APHLX) returned -3.54%, -3.50%, and 3.50%, respectively, in Q1 2026. The Russell 1000 Value Index gained 2.10% over the same period, as momentum-driven stocks outperformed quality-focused holdings.
US equity markets showed mixed performance, with large-cap indices declining while mid- and small-cap stocks rose modestly. Volatility increased due to concerns over artificial intelligence, private credit, and geopolitical tensions, including conflict in Iran.
EOG Resources (EOG) was highlighted as a top contributor, closing at $141.22 per share on May 22, 2026. The fund emphasized its focus on companies capable of creating long-term value amid market dislocations.