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APHMX: Artisan Mid Cap Fd Insti Sh (MUTUAL FUND)
Basic Info 41.27 0.36(0.88%) May 13
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 05/27/2011 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 11.90% |
| Expenses | 0.96% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/27/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.8 | -0.8 | 5.2 | 10.2 | 7.5 | 9.3 | 10.3 | 12.0 | 24.3 | -36.7 | 10.4 | 59.0 | 38.3 | -4.0 | 20.9 | -0.6 | 2.4 | 5.9 | 37.9 | 19.8 | -10.6 |
| Sharpe Ratio | NA | -0.48 | -0.22 | 0.18 | 0.16 | 0.3 | 0.39 | 0.31 | 1.06 | -1.04 | 0.5 | 1.78 | 2.22 | -0.26 | 1.01 | -0.05 | 0.15 | 0.35 | 2.53 | 1.11 | -0.53 |
| Draw Down(%) | NA | 24.6 | 24.6 | 24.6 | 43.6 | 43.6 | 43.6 | 13.1 | 14.7 | 38.4 | 13.0 | 30.6 | 10.3 | 24.4 | 12.5 | 19.2 | 12.2 | 13.7 | 7.3 | 13.6 | 22.1 |
| Standard Deviation(%) | NA | 32.0 | 23.7 | 24.7 | 24.8 | 23.3 | 22.3 | 17.5 | 19.2 | 36.6 | 20.8 | 32.8 | 16.7 | 20.6 | 20.0 | 16.1 | 16.0 | 16.7 | 15.0 | 18.0 | 32.4 |
| Treynor Ratio | NA | -0.15 | -0.05 | 0.04 | 0.04 | 0.07 | 0.09 | 0.05 | 0.19 | -0.34 | 0.09 | 0.65 | 0.32 | -0.05 | 0.18 | -0.01 | 0.02 | 0.05 | 0.35 | 0.19 | -0.21 |
| Alpha | NA | -0.06 | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.0 | -0.03 | -0.04 | 0.08 | 0.0 | 0.01 | 0.0 | -0.03 | 0.01 | -0.03 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 1.03 | 1.04 | 1.08 | 1.08 | 1.03 | 1.01 | 1.07 | 1.07 | 1.12 | 1.11 | 0.9 | 1.14 | 1.1 | 1.1 | 0.98 | 0.98 | 1.16 | 1.08 | 1.07 | 0.82 |
| RSquared | NA | 0.94 | 0.91 | 0.93 | 0.93 | 0.88 | 0.87 | 0.86 | 0.89 | 0.97 | 0.94 | 0.94 | 0.9 | 0.94 | 0.2 | 0.94 | 0.93 | 0.9 | 0.92 | 0.92 | 0.77 |
| Yield(%) | N/A | 0.0 | 12.0 | 5.0 | 10.1 | 9.8 | N/A | 12.8 | 0.0 | 0.3 | 15.7 | 17.8 | 14.1 | 19.1 | 14.5 | 8.0 | 13.7 | 9.9 | 9.5 | 5.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -73.4 | -24.7 | N/A | N/A | N/A | -100.0 | -98.1 | 19.7 | 58.6 | -43.2 | 39.7 | 70.6 | -49.0 | 34.2 | 28.6 | 108.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2011
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