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APHKX: ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 48.94 0.42(0.85%) June 14
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (10%) |
Start Date: | 12/19/2006 |
Last Dividend Date: | 11/29/2023 |
12-Mo. Yield | 3.32% |
Expenses | 1.03% |
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Performance Analytics (As of 06/14/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/27/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.8 | 6.5 | 15.6 | 6.5 | 11.7 | 7.1 | 10.5 | 8.7 | 22.9 | -6.4 | 16.5 | 8.8 | 24.2 | -15.5 | 24.1 | 5.7 | -1.4 | -0.4 | 30.8 | 23.1 | -7.0 | 19.2 | 33.8 | -30.0 | -6.8 | -3.4 |
Sharpe Ratio | NA | 1.94 | 1.75 | 0.32 | 0.54 | 0.38 | NA | 0.34 | 1.72 | -0.39 | 1.31 | 0.25 | 2.11 | -1.39 | 2.81 | 0.34 | -0.12 | -0.04 | 3.0 | 1.67 | -0.31 | 1.1 | 1.51 | -0.99 | -0.65 | -3.13 |
Draw Down(%) | NA | 4.2 | 7.8 | 24.8 | 38.1 | 38.1 | NA | 54.7 | 7.8 | 24.8 | 6.7 | 38.1 | 6.9 | 22.6 | 4.7 | 10.7 | 13.9 | 13.4 | 6.0 | 12.8 | 22.2 | 14.4 | 26.3 | 40.8 | 15.5 | 4.1 |
Standard Deviation(%) | NA | 8.7 | 9.3 | 14.7 | 19.6 | 16.3 | NA | 17.8 | 11.0 | 20.4 | 12.6 | 33.6 | 10.8 | 12.1 | 8.4 | 16.4 | 12.5 | 9.9 | 10.3 | 13.9 | 22.7 | 17.3 | 22.3 | 31.1 | 15.0 | 24.0 |
Treynor Ratio | NA | 0.24 | 0.23 | 0.06 | 0.11 | 0.07 | NA | 0.08 | 0.25 | -0.09 | 0.2 | 0.08 | 0.24 | -0.2 | 0.32 | 0.06 | -0.02 | -0.01 | 0.42 | 0.29 | -0.09 | 0.25 | 0.45 | -0.43 | -0.14 | -1.16 |
Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.03 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.05 | 0.03 | 0.01 | 0.04 | 0.03 | 0.01 | -0.06 | -0.53 |
Beta | NA | 0.7 | 0.71 | 0.81 | 0.94 | 0.9 | NA | 0.8 | 0.77 | 0.84 | 0.85 | 1.05 | 0.94 | 0.85 | 0.73 | 0.89 | 0.76 | 0.81 | 0.74 | 0.8 | 0.76 | 0.78 | 0.74 | 0.72 | 0.72 | 0.65 |
RSquared | NA | 0.78 | 0.82 | 0.78 | 0.85 | 0.85 | NA | 0.85 | 0.82 | 0.78 | 0.73 | 0.93 | 0.85 | 0.88 | 0.41 | 0.9 | 0.88 | 0.85 | 0.83 | 0.92 | 0.84 | 0.91 | 0.9 | 0.89 | 0.66 | 0.04 |
Yield(%) | N/A | 0.0 | 3.3 | 4.6 | 4.7 | 4.4 | 7.5 | N/A | 3.7 | 2.1 | 10.6 | 1.1 | 4.7 | 4.5 | 4.9 | 3.4 | 6.0 | 6.7 | 9.1 | 1.9 | 0.3 | 1.7 | 2.5 | 1.0 | 2.1 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | 62.1 | 81.3 | -13.3 | N/A | N/A | N/A | 62.1 | -79.2 | 980.9 | -73.0 | -17.9 | 10.0 | 49.1 | -47.0 | -16.5 | -13.8 | 486.3 | 407.4 | -76.2 | -11.9 | 74.2 | -55.1 | 27.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2011
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