| Artisan Partners Asset Management is a holding company. Through its subsidiaries, Co. is an investment management firm. Co. manages a range of United States, non-United States and global investment strategies that are diversified by asset class, market cap and investment style. Co. provides its investment management services primarily to institutions and through intermediaries that operate with institutional-like decision-making processes by means of separate accounts and pooled vehicles. Co. also provides investment advisory services to range of investors, including non-United States investors with access to several of its investment strategies. The APAM YTD return is shown above.
The YTD Return on the APAM YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether APAM YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the APAM YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.