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ARTJX: ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 16.85 0.05(0.30%) April 26
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (97%) |
Start Date: | 01/04/2002 |
Last Dividend Date: | 11/22/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.31% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/07/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | -2.7 | 3.1 | -7.2 | 5.2 | 3.6 | 9.2 | 8.0 | 9.5 | 11.0 | -23.8 | 3.6 | 33.0 | 36.3 | -17.9 | 33.5 | -12.9 | 11.0 | -12.0 | 29.1 | 34.7 | -15.2 | 14.4 | 58.1 | -51.4 | 25.3 | 33.4 | 25.7 | 25.7 | 57.4 | -1.9 |
Sharpe Ratio | NA | -1.07 | -0.22 | -0.46 | 0.18 | 0.14 | NA | NA | 0.46 | 0.46 | -0.94 | 0.24 | 1.17 | 3.1 | -1.32 | 1.65 | -0.81 | 0.75 | -1.14 | 2.78 | 2.61 | -0.61 | 0.74 | 2.42 | -1.47 | 1.2 | 1.84 | 2.41 | 1.78 | 5.78 | -0.28 |
Draw Down(%) | NA | 7.6 | 20.1 | 37.0 | 37.0 | 37.0 | NA | NA | 64.4 | 20.1 | 32.7 | 11.5 | 34.3 | 5.3 | 25.6 | 12.3 | 15.6 | 14.2 | 18.3 | 9.7 | 10.6 | 27.2 | 17.9 | 20.5 | 62.0 | 14.4 | 21.9 | 8.0 | 12.0 | 9.0 | 21.5 |
Standard Deviation(%) | NA | 14.3 | 14.7 | 19.5 | 20.4 | 18.1 | NA | NA | 18.5 | 14.9 | 26.7 | 14.8 | 28.0 | 11.2 | 14.6 | 20.1 | 16.1 | 14.6 | 10.5 | 10.5 | 13.4 | 25.1 | 19.3 | 23.9 | 35.5 | 18.7 | 16.4 | 9.8 | 13.9 | 9.8 | 10.6 |
Treynor Ratio | NA | -0.19 | -0.04 | -0.12 | 0.05 | 0.03 | NA | NA | 0.12 | 0.09 | -0.36 | 0.08 | 0.38 | 0.51 | -0.3 | 0.4 | -0.18 | 0.15 | -0.2 | 0.48 | 0.52 | -0.18 | 0.18 | 0.76 | -0.7 | 0.26 | 0.32 | 0.35 | 0.29 | 1.27 | -0.09 |
Alpha | NA | -0.04 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | -0.01 | -0.03 | -0.01 | -0.04 | 0.05 | -0.05 | 0.0 | -0.06 | 0.04 | -0.04 | 0.05 | 0.07 | -0.02 | 0.01 | 0.07 | -0.11 | 0.04 | 0.03 | 0.05 | 0.03 | 0.13 | 0.02 |
Beta | NA | 0.82 | 0.8 | 0.73 | 0.76 | 0.74 | NA | NA | 0.74 | 0.75 | 0.69 | 0.44 | 0.85 | 0.69 | 0.65 | 0.83 | 0.74 | 0.73 | 0.61 | 0.6 | 0.68 | 0.84 | 0.81 | 0.76 | 0.75 | 0.85 | 0.94 | 0.67 | 0.86 | 0.45 | 0.33 |
RSquared | NA | 0.75 | 0.79 | 0.79 | 0.82 | 0.69 | NA | NA | 0.74 | 0.78 | 0.78 | 0.55 | 0.87 | 0.78 | 0.69 | 0.14 | 0.66 | 0.66 | 0.53 | 0.6 | 0.75 | 0.9 | 0.84 | 0.86 | 0.87 | 0.78 | 0.74 | 0.51 | 0.66 | 0.39 | 0.47 |
Yield(%) | N/A | 0.0 | 0.0 | 0.9 | 1.0 | 5.8 | 10.6 | 9.1 | N/A | 0.0 | 0.0 | 2.8 | 0.7 | 0.2 | 35.6 | 16.0 | 5.1 | 3.6 | 5.1 | 7.6 | 1.3 | 0.3 | 0.1 | 1.1 | 1.6 | 16.6 | 21.9 | 11.9 | 12.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -93.1 | -95.2 | 6.4 | N/A | N/A | N/A | N/A | -100.0 | 427.3 | 450.0 | -99.8 | 160.9 | 164.2 | 48.1 | -41.3 | -20.2 | 652.2 | 228.6 | 600.0 | -91.7 | -67.6 | -89.8 | -18.6 | 114.9 | 10.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2002
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