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APHVX: Artisan Small Cap Value Institutional (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/03/2012 |
Last Dividend Date: | 11/19/2015 |
12-Mo. Yield | 16.80% |
Expenses | 1.02% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/03/2012 |
2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.1 | 5.8 | -28.6 | -24.7 | 23.0 | -7.1 |
Sharpe Ratio | NA | -0.81 | -0.53 | -0.43 | 0.79 | -1.12 | -0.96 | 1.77 | -0.46 |
Draw Down(%) | NA | 36.5 | 52.7 | 52.7 | 10.1 | 31.5 | 30.3 | 7.1 | 14.0 |
Standard Deviation(%) | NA | 31.1 | 27.8 | 22.0 | 17.1 | 25.5 | 25.6 | 13.0 | 17.2 |
Treynor Ratio | NA | -0.29 | -0.17 | -0.1 | 0.17 | -0.31 | -0.26 | 0.27 | -0.08 |
Alpha | NA | -0.12 | -0.11 | -0.08 | 0.01 | -0.11 | -0.13 | -0.03 | -0.06 |
Beta | NA | 0.87 | 0.9 | 0.92 | 0.82 | 0.92 | 0.95 | 0.86 | 1.0 |
RSquared | NA | 0.3 | 0.29 | 0.46 | 0.83 | 0.35 | 0.33 | 0.81 | 0.91 |
Yield(%) | N/A | 16.8 | 12.2 | N/A | 0.0 | 17.1 | 17.3 | 4.5 | 2.9 |
Dividend Growth(%) | N/A | -25.3 | N/A | N/A | -100.0 | -25.3 | 353.4 | 46.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2012
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