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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% |
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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
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