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ARTMX: ARTISAN MID CAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 36.44 0.81(2.27%) April 23
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (88%) |
Start Date: | 03/04/1998 |
Last Dividend Date: | 11/22/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.96% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/05/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 4.8 | 19.4 | -4.3 | 9.9 | 9.5 | 13.8 | 10.1 | 11.5 | 24.0 | -37.1 | 10.6 | 58.6 | 38.0 | -4.3 | 20.6 | -0.8 | 2.2 | 5.7 | 37.6 | 19.5 | -2.1 | 31.8 | 50.3 | -44.2 | 21.4 | 9.7 | 9.1 | 14.7 | 31.8 | -24.2 | -3.0 | 27.2 | 58.0 | 21.4 |
Sharpe Ratio | NA | 0.11 | 0.67 | -0.28 | 0.29 | 0.36 | NA | NA | 0.43 | 1.05 | -1.04 | 0.51 | 1.76 | 2.19 | -0.27 | 0.94 | -0.06 | 0.13 | 0.34 | 2.51 | 1.09 | -0.07 | 1.42 | 1.68 | -1.06 | 1.09 | 0.45 | 0.58 | 0.91 | 1.62 | -0.94 | -0.2 | 0.74 | 3.22 | 1.02 |
Draw Down(%) | NA | 8.0 | 14.8 | 43.7 | 43.7 | 43.7 | NA | NA | 57.8 | 14.8 | 38.8 | 13.0 | 30.6 | 10.4 | 24.5 | 13.5 | 19.3 | 12.2 | 13.7 | 7.3 | 13.6 | 22.2 | 14.2 | 19.4 | 55.6 | 10.4 | 14.7 | 8.6 | 14.1 | 13.5 | 35.7 | 31.1 | 20.4 | 10.2 | 26.9 |
Standard Deviation(%) | NA | 17.3 | 17.4 | 26.3 | 26.6 | 22.8 | NA | NA | 23.4 | 19.0 | 37.3 | 20.8 | 32.9 | 16.7 | 20.6 | 21.4 | 16.1 | 16.0 | 16.7 | 15.0 | 18.0 | 28.4 | 22.3 | 29.8 | 42.3 | 16.9 | 14.4 | 12.0 | 15.2 | 19.2 | 26.8 | 27.4 | 31.3 | 17.0 | 22.5 |
Treynor Ratio | NA | 0.02 | 0.11 | -0.07 | 0.08 | 0.08 | NA | NA | 0.1 | 0.19 | -0.35 | 0.1 | 0.64 | 0.32 | -0.05 | 0.18 | -0.01 | 0.02 | 0.05 | 0.35 | 0.18 | -0.02 | 0.32 | 0.51 | -0.51 | 0.2 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.01 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.03 | -0.04 | 0.08 | 0.0 | 0.01 | -0.01 | -0.03 | 0.01 | -0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.13 | 1.09 | 1.1 | 1.02 | 1.03 | NA | NA | 0.98 | 1.04 | 1.11 | 1.1 | 0.9 | 1.14 | 1.1 | 1.12 | 0.98 | 0.98 | 1.15 | 1.08 | 1.07 | 0.98 | 1.0 | 0.98 | 0.88 | 0.94 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.87 | 0.9 | 0.91 | 0.85 | NA | NA | 0.64 | 0.84 | 0.92 | 0.93 | 0.94 | 0.9 | 0.94 | 0.18 | 0.94 | 0.93 | 0.9 | 0.92 | 0.92 | 0.95 | 0.97 | 0.97 | 0.94 | 0.92 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 5.7 | 11.3 | 10.4 | 18.9 | 11.9 | N/A | 0.0 | 0.2 | 18.2 | 20.2 | 15.8 | 20.8 | 15.5 | 8.6 | 14.5 | 10.4 | 9.9 | 5.5 | 0.0 | 0.2 | 0.0 | 0.9 | 19.4 | 11.1 | 4.6 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 5.8 | 9.7 |
Dividend Growth(%) | N/A | N/A | -100.0 | -55.9 | -28.4 | 193.4 | N/A | N/A | N/A | -100.0 | -99.1 | 19.6 | 58.5 | -43.2 | 39.8 | 70.7 | -49.1 | 34.4 | 28.4 | 108.8 | N/A | -100.0 | N/A | -100.0 | -95.3 | 70.0 | 160.9 | N/A | N/A | N/A | N/A | -100.0 | 24.1 | -34.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/1998
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