Find A Portfolio/Ticker
Comparison Box
APHSX: Artisan Small Cap Institutional (MUTUAL FUND)
Basic Info 31.43 0.12(0.38%) March 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/02/2012 |
Last Dividend Date: | 11/22/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.06% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/24/2023)
Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.8 | 3.3 | -11.1 | 12.1 | 8.9 | 10.8 | 11.2 | -29.2 | -8.3 | 70.0 | 40.5 | 2.4 | 24.8 | 5.8 | 0.6 | -0.6 | 43.1 | 2.2 |
SR | NA | 0.37 | -0.38 | 0.35 | 0.26 | 0.4 | 0.43 | -0.76 | -0.32 | 1.91 | 2.09 | 0.05 | 1.07 | 0.28 | 0.03 | -0.03 | 2.81 | 0.17 |
DD(%) | NA | 10.7 | 29.2 | 51.3 | 51.3 | 51.3 | 51.3 | 40.2 | 23.0 | 34.8 | 9.8 | 27.3 | 15.7 | 21.3 | 15.6 | 23.0 | 7.0 | 12.5 |
SD(%) | NA | 25.5 | 36.5 | 31.9 | 30.1 | 25.3 | 24.8 | 40.5 | 25.7 | 36.3 | 18.7 | 22.4 | 22.6 | 19.6 | 17.1 | 20.6 | 15.4 | 18.7 |
TR | NA | 0.1 | -0.12 | 0.1 | 0.07 | 0.1 | 0.1 | -0.26 | -0.07 | 0.76 | 0.34 | 0.01 | 0.21 | 0.05 | 0.01 | 0.0 | 0.43 | 0.03 |
Alpha(%) | NA | 0.01 | 0.04 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.06 | 0.1 | 0.01 | 0.04 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 |
Beta(%) | NA | 0.99 | 1.13 | 1.09 | 1.06 | 1.06 | 1.06 | 1.17 | 1.16 | 0.91 | 1.14 | 1.12 | 1.17 | 1.06 | 1.01 | 1.24 | 1.01 | 1.03 |
RS | NA | 0.82 | 0.92 | 0.87 | 0.89 | 0.84 | 0.84 | 0.9 | 0.86 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (Royce Pennsylvania Mutual Invmt) 0.39% (100%)
- VISGX (Vanguard Small Cap Growth Index Inv) 0.33% (100%)
- APHSX (Artisan Small Cap Institutional) 0.38% (99%)
- RVPCX (Royce Value Plus Consult) 0.21% (98%)
- BCSIX (Brown Capital Mgmt Small Co Inv) 0.09% (96%)
- LADYX (Lord Abbett Developing Growth I) 0.34% (96%)
- NVSOX (Wells Fargo Advantage Small Cap Opp Adm) 0.77% (96%)
- BIASX (Brown Advisory Small-Cap Growth I) 0.34% (95%)
- BOSOX (Boston Trust Small Cap) 1.04% (95%)
- JSMGX (Janus Triton I) 0.36% (95%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth) 1.10% (99%)
- IWO (iShares Russell 2000 Growth) 0.59% (99%)
- JKK (iShares Morningstar Small-Cap Growth) (99%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 0.99% (98%)
- VBK (Vanguard Small-Cap Growth ETF) 0.41% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.51% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.82% (26%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 0.20% (24%)