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ARTKX: ARTISAN INTERNATIONAL VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 51.42 0.23(0.45%) October 11
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 09/30/2002 |
| Last Dividend Date: | 09/12/2024 |
| 12-Mo. Yield | 4.06% |
| Expenses | 1.03% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 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(%) | -0.3 | 13.1 | 23.5 | 9.8 | 13.0 | 8.4 | 9.6 | 9.4 | 11.7 | 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 | 1.16 | 2.21 | 0.47 | 0.54 | 0.42 | NA | NA | 0.64 | 1.7 | -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 | 4.3 | 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 | 9.5 | 9.5 | 14.7 | 19.6 | 16.4 | NA | NA | 16.6 | 10.9 | 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 | 0.18 | 0.33 | 0.09 | 0.11 | 0.08 | 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 | 0.02 | 0.03 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | 0.03 | 0.02 | 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 | 0.63 | 0.64 | 0.79 | 0.93 | 0.9 | NA | NA | 0.79 | 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 | 0.72 | 0.75 | 0.77 | 0.85 | 0.84 | NA | NA | 0.84 | 0.84 | 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 | 0.9 | 4.0 | 4.9 | 4.6 | 4.9 | 6.0 | 7.0 | 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 | -68.3 | 139.9 | 98.5 | -8.6 | 74.6 | N/A | N/A | N/A | 60.9 | -80.3 | 1126.9 | -75.1 | -19.2 | 10.6 | 49.2 | -48.5 | -17.0 | -15.1 | 536.4 | 426.5 | -78.8 | -8.0 | 101.4 | -90.3 | 26.2 | 60.9 | 237.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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