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APHSX: Artisan Small Cap Institutional (MUTUAL FUND)
Basic Info 52.85 0.15(0.28%) October 22
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/02/2012 |
| Last Dividend Date: | 11/24/2020 |
| 12-Mo. Yield | 10.24% |
| Expenses | 1.06% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 0.2 | 24.4 | 28.7 | 24.7 | 17.8 | 70.0 | 40.5 | 2.4 | 24.8 | 5.8 | 0.6 | -0.6 | 43.1 | 2.2 |
| SR | NA | 0.01 | 0.97 | 0.99 | 0.94 | 0.78 | 1.91 | 2.09 | 0.05 | 1.07 | 0.28 | 0.03 | -0.03 | 2.81 | 0.17 |
| DD(%) | NA | 22.4 | 22.4 | 34.8 | 34.8 | 34.8 | 34.8 | 9.8 | 27.3 | 15.7 | 21.3 | 15.6 | 23.0 | 7.0 | 12.5 |
| SD(%) | NA | 25.3 | 25.2 | 28.4 | 25.5 | 22.4 | 36.3 | 18.7 | 22.4 | 22.6 | 19.6 | 17.1 | 20.6 | 15.4 | 18.7 |
| TR | NA | 0.0 | 0.21 | 0.28 | 0.24 | 0.17 | 0.76 | 0.34 | 0.01 | 0.21 | 0.05 | 0.01 | 0.0 | 0.43 | 0.03 |
| Alpha(%) | NA | -0.05 | -0.02 | 0.03 | 0.02 | 0.01 | 0.1 | 0.01 | 0.04 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 |
| Beta(%) | NA | 1.15 | 1.14 | 1.0 | 1.01 | 1.03 | 0.91 | 1.14 | 1.12 | 1.17 | 1.06 | 1.01 | 1.24 | 1.01 | 1.03 |
| RS | NA | 0.88 | 0.83 | 0.9 | 0.8 | 0.83 | 0.91 | 0.92 | 0.93 | 0.28 | 0.9 | 0.89 | 0.89 | 0.89 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2012
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