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ARTKX: ARTISAN INTERNATIONAL VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 47.3 0.18(0.38%) May 01
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (93%) |
Start Date: | 09/30/2002 |
Last Dividend Date: | 11/29/2023 |
12-Mo. Yield | 2.91% |
Expenses | 1.03% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 3.2 | 12.9 | 6.9 | 10.1 | 7.0 | 11.0 | 9.3 | 11.5 | 22.7 | -6.7 | 16.3 | 8.5 | 24.0 | -15.7 | 23.8 | 5.5 | -1.7 | -0.6 | 30.6 | 22.8 | -7.1 | 19.1 | 33.5 | -30.1 | -0.7 | 34.5 | 10.1 | 32.3 | 52.6 | 6.9 |
Sharpe Ratio | NA | 0.6 | 1.04 | 0.31 | 0.44 | 0.36 | NA | NA | 0.62 | 1.69 | -0.4 | 1.29 | 0.25 | 2.09 | -1.41 | 2.86 | 0.32 | -0.14 | -0.06 | 2.97 | 1.65 | -0.29 | 1.1 | 1.49 | -1.0 | -0.28 | 2.74 | 0.89 | 2.99 | 4.83 | 1.93 |
Draw Down(%) | NA | 4.3 | 7.9 | 25.0 | 38.1 | 38.1 | NA | NA | 51.9 | 7.9 | 25.0 | 7.0 | 38.1 | 6.9 | 22.7 | 4.4 | 10.7 | 14.0 | 13.4 | 6.0 | 12.9 | 22.2 | 14.3 | 26.4 | 40.9 | 10.1 | 12.7 | 8.7 | 5.9 | 10.0 | 4.0 |
Standard Deviation(%) | NA | 8.4 | 9.4 | 14.8 | 19.6 | 16.3 | NA | NA | 16.7 | 11.0 | 20.4 | 12.6 | 33.6 | 10.8 | 12.1 | 8.2 | 16.4 | 12.5 | 9.9 | 10.3 | 13.9 | 24.4 | 17.2 | 22.4 | 31.0 | 13.3 | 11.4 | 8.9 | 10.5 | 10.8 | 15.0 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.06 | 0.09 | 0.07 | NA | NA | 0.13 | 0.24 | -0.1 | 0.19 | 0.08 | 0.24 | -0.2 | 0.32 | 0.06 | -0.02 | -0.01 | 0.41 | 0.29 | -0.08 | 0.25 | 0.46 | -0.43 | -0.05 | 0.42 | 0.11 | 0.51 | 0.92 | 0.53 |
Alpha | NA | 0.0 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.02 | 0.03 | 0.01 | 0.02 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.05 | 0.03 | 0.01 | 0.04 | 0.04 | 0.0 | -0.04 | 0.05 | 0.0 | 0.07 | 0.1 | 0.05 |
Beta | NA | 0.69 | 0.71 | 0.82 | 0.94 | 0.91 | NA | NA | 0.8 | 0.77 | 0.84 | 0.85 | 1.05 | 0.94 | 0.85 | 0.73 | 0.89 | 0.77 | 0.81 | 0.74 | 0.8 | 0.87 | 0.78 | 0.73 | 0.71 | 0.7 | 0.75 | 0.7 | 0.62 | 0.57 | 0.54 |
RSquared | NA | 0.76 | 0.83 | 0.78 | 0.86 | 0.85 | NA | NA | 0.84 | 0.82 | 0.78 | 0.74 | 0.93 | 0.85 | 0.88 | 0.43 | 0.9 | 0.88 | 0.85 | 0.83 | 0.92 | 0.95 | 0.91 | 0.87 | 0.89 | 0.78 | 0.77 | 0.65 | 0.64 | 0.55 | 0.55 |
Yield(%) | N/A | 0.0 | 3.0 | 4.6 | 4.5 | 4.4 | 7.9 | 7.4 | N/A | 3.4 | 1.9 | 10.3 | 0.9 | 4.4 | 4.3 | 4.6 | 3.2 | 5.8 | 6.5 | 9.0 | 1.7 | 0.3 | 1.7 | 2.4 | 0.8 | 7.7 | 7.6 | 5.1 | 2.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 60.5 | 85.7 | -6.8 | 70.5 | N/A | N/A | N/A | 60.5 | -80.3 | 1108.8 | -74.8 | -18.7 | 10.7 | 48.5 | -48.5 | -16.9 | -15.1 | 531.8 | 450.0 | -79.5 | -7.1 | 100.0 | -90.4 | 26.0 | 61.7 | 234.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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