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APHSX: ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 35.69 0.28(0.79%) July 03
Asset Class: | Small Growth |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/01/2012 |
Last Dividend Date: | 12/10/2024 |
12-Mo. Yield | 5.26% |
Expenses | 1.00% |
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Performance Analytics (As of 07/03/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/01/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | -2.4 | 7.2 | 10.2 | -1.8 | 6.8 | 8.9 | 9.7 | 9.5 | -29.3 | -18.0 | 52.6 | 40.4 | 2.2 | 27.3 | 5.8 | 0.6 | -0.6 | 43.1 | 2.2 |
Sharpe Ratio | NA | -0.25 | 0.15 | 0.27 | -0.14 | 0.2 | 0.32 | 0.15 | 0.24 | -0.77 | -0.63 | 1.43 | 2.08 | 0.04 | 1.12 | 0.28 | 0.03 | -0.03 | 2.81 | 0.17 |
Draw Down(%) | NA | 25.8 | 27.2 | 27.2 | 56.3 | 56.3 | 56.3 | 12.3 | 21.7 | 40.2 | 30.8 | 34.8 | 9.8 | 27.5 | 15.7 | 21.3 | 15.6 | 23.0 | 7.0 | 12.5 |
Standard Deviation(%) | NA | 30.7 | 26.8 | 25.6 | 28.5 | 26.6 | 24.8 | 21.2 | 22.4 | 39.9 | 28.5 | 36.4 | 18.7 | 22.5 | 23.8 | 19.6 | 17.1 | 20.6 | 15.4 | 18.7 |
Treynor Ratio | NA | -0.07 | 0.04 | 0.06 | -0.03 | 0.05 | 0.07 | 0.03 | 0.05 | -0.26 | -0.15 | 0.57 | 0.34 | 0.01 | 0.23 | 0.05 | 0.01 | 0.0 | 0.43 | 0.03 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | 0.0 | 0.0 | -0.02 | -0.04 | 0.03 | -0.1 | 0.06 | 0.01 | 0.04 | 0.01 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 |
Beta | NA | 1.04 | 1.04 | 1.06 | 1.12 | 1.06 | 1.07 | 1.04 | 1.07 | 1.19 | 1.19 | 0.91 | 1.14 | 1.12 | 1.19 | 1.06 | 1.01 | 1.24 | 1.01 | 1.03 |
RSquared | NA | 0.95 | 0.93 | 0.91 | 0.88 | 0.84 | 0.85 | 0.84 | 0.87 | 0.96 | 0.78 | 0.9 | 0.92 | 0.93 | 0.26 | 0.9 | 0.89 | 0.89 | 0.89 | 0.93 |
Yield(%) | N/A | 0.0 | 5.3 | 2.3 | 1.0 | 5.6 | N/A | 5.6 | 0.0 | 0.3 | 0.0 | 0.0 | 10.0 | 17.4 | 17.5 | 1.2 | 9.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -25.1 | -87.7 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -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 05/01/2012
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