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ARTQX: ARTISAN MID CAP VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 15.49 0.01(0.06%) April 26
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | (91%) |
Start Date: | 03/29/2001 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 17.63% |
Expenses | 1.05% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | -0.2 | 14.9 | 2.7 | 7.4 | 6.2 | 10.5 | 8.8 | 9.4 | 18.3 | -12.9 | 26.4 | 5.5 | 23.5 | -13.9 | 12.4 | 22.5 | -9.9 | 1.5 | 35.8 | 11.4 | 6.4 | 14.4 | 39.3 | -27.5 | 1.6 | 14.2 | 15.5 | 26.2 | 34.3 | -3.9 | 6.3 |
Sharpe Ratio | NA | -0.34 | 0.77 | 0.02 | 0.23 | 0.25 | NA | NA | 0.41 | 0.86 | -0.63 | 1.63 | 0.12 | 1.55 | -0.97 | 0.73 | 1.34 | -0.66 | 0.13 | 3.12 | 0.87 | 0.28 | 0.81 | 1.29 | -0.72 | -0.1 | 0.97 | 1.25 | 2.45 | 2.71 | -0.25 | 0.31 |
Draw Down(%) | NA | 7.6 | 13.4 | 21.9 | 44.5 | 44.5 | NA | NA | 52.6 | 13.4 | 21.9 | 8.8 | 44.5 | 9.4 | 23.4 | 9.4 | 11.2 | 15.6 | 11.0 | 4.6 | 11.4 | 19.7 | 13.9 | 28.0 | 51.3 | 14.4 | 10.0 | 7.0 | 6.3 | 9.2 | 25.8 | 26.1 |
Standard Deviation(%) | NA | 12.5 | 14.4 | 18.4 | 24.7 | 20.5 | NA | NA | 20.1 | 16.6 | 22.9 | 16.2 | 42.4 | 14.3 | 15.6 | 16.1 | 16.7 | 15.0 | 11.1 | 11.5 | 13.1 | 23.0 | 17.6 | 30.4 | 39.6 | 14.4 | 11.3 | 10.7 | 10.3 | 12.4 | 20.0 | 21.3 |
Treynor Ratio | NA | -0.04 | 0.11 | 0.0 | 0.06 | 0.05 | NA | NA | 0.09 | 0.14 | -0.14 | 0.28 | 0.05 | 0.2 | -0.15 | 0.12 | 0.21 | -0.1 | 0.02 | 0.4 | 0.13 | 0.07 | 0.18 | 0.47 | -0.32 | -0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | 0.03 | -0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.03 | -0.04 | 0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.03 | 0.02 | 0.01 | NA | NA | NA | NA | NA |
Beta | NA | 1.01 | 1.05 | 0.99 | 1.02 | 1.01 | NA | NA | 0.92 | 1.04 | 0.99 | 0.96 | 1.03 | 1.11 | 0.99 | 0.96 | 1.04 | 0.95 | 0.92 | 0.9 | 0.89 | 0.86 | 0.8 | 0.83 | 0.88 | 0.83 | 1.07 | NA | NA | NA | NA | NA |
RSquared | NA | 0.82 | 0.89 | 0.86 | 0.92 | 0.87 | NA | NA | 0.78 | 0.88 | 0.89 | 0.82 | 0.96 | 0.91 | 0.92 | 0.23 | 0.91 | 0.93 | 0.9 | 0.91 | 0.91 | 0.96 | 0.96 | 0.95 | 0.96 | 0.91 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 16.9 | 12.9 | 11.4 | 8.8 | 13.9 | 11.3 | N/A | 17.4 | 15.3 | 15.9 | 1.9 | 11.6 | 12.8 | 10.2 | 3.2 | 14.8 | 10.4 | 5.6 | 5.8 | 7.9 | 2.6 | 0.5 | 0.8 | 12.0 | 6.5 | 5.0 | 2.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -18.7 | 72.0 | -6.8 | 150.5 | N/A | N/A | N/A | -18.7 | 8.5 | 750.0 | -81.8 | -32.7 | 27.8 | 283.3 | -83.5 | 30.6 | 131.7 | 3.4 | -28.0 | 235.4 | 585.7 | -53.3 | -93.8 | 94.4 | 49.4 | 176.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2001
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