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APHSX: ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 38.77 0.39(1.02%) December 11
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/01/2012 |
| Last Dividend Date: | 11/22/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.00% |
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Performance Analytics (As of 12/11/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/02/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.0 | 16.3 | 23.6 | -4.3 | 7.7 | 10.7 | 11.5 | 9.5 | -29.6 | -8.4 | 70.9 | 40.4 | 2.2 | 27.3 | 5.8 | 0.6 | -0.6 | 43.1 | 2.2 |
| Sharpe Ratio | NA | 0.85 | 1.21 | -0.17 | 0.2 | 0.38 | 0.44 | 0.24 | -0.77 | -0.33 | 1.94 | 2.08 | 0.04 | 1.12 | 0.28 | 0.03 | -0.03 | 2.81 | 0.17 |
| Draw Down(%) | NA | 11.4 | 11.4 | 41.5 | 51.4 | 51.4 | 51.4 | 21.7 | 40.2 | 23.1 | 34.8 | 9.8 | 27.5 | 15.7 | 21.3 | 15.6 | 23.0 | 7.0 | 12.5 |
| Standard Deviation(%) | NA | 20.5 | 20.7 | 29.3 | 30.0 | 25.7 | 24.4 | 22.2 | 40.4 | 25.8 | 36.3 | 18.7 | 22.5 | 23.8 | 19.6 | 17.1 | 20.6 | 15.4 | 18.7 |
| Treynor Ratio | NA | 0.17 | 0.24 | -0.04 | 0.06 | 0.09 | 0.1 | 0.05 | -0.27 | -0.07 | 0.77 | 0.34 | 0.01 | 0.23 | 0.05 | 0.01 | 0.0 | 0.43 | 0.03 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | -0.05 | 0.03 | -0.06 | 0.1 | 0.01 | 0.04 | 0.01 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 1.04 | 1.04 | 1.12 | 1.04 | 1.06 | 1.06 | 1.04 | 1.17 | 1.16 | 0.91 | 1.14 | 1.12 | 1.19 | 1.06 | 1.01 | 1.24 | 1.01 | 1.03 |
| RSquared | NA | 0.86 | 0.87 | 0.88 | 0.88 | 0.83 | 0.84 | 0.84 | 0.9 | 0.86 | 0.91 | 0.92 | 0.93 | 0.26 | 0.9 | 0.89 | 0.89 | 0.89 | 0.93 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 6.3 | 9.3 | N/A | 0.0 | 0.3 | 9.8 | 15.5 | 10.0 | 17.4 | 17.5 | 1.2 | 9.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -98.9 | -33.9 | N/A | N/A | -100.0 | -97.1 | -6.2 | 104.5 | -51.3 | 9.3 | 1409.4 | -87.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2012
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