Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APHIX (ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES) | 28.68% | 17.75% | 14.82% | 2.18% | 3.57% | 6.04% | 4.01% | 5.07% |
Data as of 07/30/2025, AR inception is 12/09/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHIX (ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES) | 12/09/1997 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 17.75 | 14.82 | 2.18 | 3.57 | 6.04 | 4.01 | 5.07 | 28.68 | 1.70 | 13.61 | -20.38 | -11.08 | 4.56 | 29.42 | -10.81 | 31.25 | -9.41 | -3.62 | -0.75 | 25.47 | 25.65 | -7.05 | 6.18 | 39.97 | -49.16 | 3.98 | 16.47 | 16.50 | 17.96 | 29.42 | -18.74 | -15.68 | -22.96 | 77.35 | 30.05 | -9.32 |
| Sharpe Ratio | NA | 1.02 | 0.84 | 0.02 | 0.12 | NA | NA | 0.17 | 3.41 | -0.33 | 0.76 | -0.93 | -0.45 | 0.15 | 2.46 | -0.84 | 4.11 | -0.61 | -0.25 | -0.07 | 2.14 | 1.66 | -0.28 | 0.28 | 1.37 | -1.14 | 0.04 | 0.78 | 1.35 | 1.17 | 1.75 | -0.98 | -1.11 | -1.04 | 4.70 | 1.16 | -2.12 |
| Standard Deviation(%) | NA | 17.78 | 15.61 | 18.90 | 18.10 | NA | NA | 20.38 | 16.75 | 14.72 | 12.40 | 23.42 | 24.73 | 28.76 | 11.41 | 14.42 | 7.49 | 15.68 | 14.70 | 10.78 | 11.91 | 15.54 | 25.11 | 22.15 | 29.02 | 43.75 | 23.78 | 17.02 | 10.61 | 14.56 | 16.39 | 20.31 | 16.54 | 25.91 | 15.77 | 23.09 | 39.84 |
| Draw Down(%) | NA | 13.37 | 15.19 | 45.99 | 45.99 | NA | NA | 67.69 | 13.37 | 12.73 | 9.19 | 32.20 | 25.11 | 33.41 | 4.95 | 20.22 | 2.29 | 12.13 | 18.93 | 10.50 | 9.03 | 12.41 | 26.45 | 18.96 | 25.35 | 58.43 | 20.68 | 17.30 | 7.63 | 13.08 | 21.47 | 28.21 | 30.36 | 42.88 | 6.29 | 35.63 | 11.21 |
| Yield(%) | 0.00 | 0.97 | 1.43 | 0.92 | 2.25 | 2.92 | 2.24 | 2.96 | 0.00 | 1.08 | 1.49 | 1.23 | 0.96 | 0.47 | 6.71 | 8.09 | 1.18 | 1.37 | 0.70 | 0.94 | 1.37 | 1.57 | 1.53 | 1.09 | 1.84 | 0.87 | 0.92 | 1.86 | 2.06 | 0.85 | 1.41 | 0.69 | 0.46 | 0.00 | 0.36 | 0.39 | 1.57 |
Data as of 07/30/2025, AR inception is 12/09/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHIX (ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES) |
-27.23%
Mar 2000 - Mar 2003 |
-8.06%
Feb 2004 - Feb 2009 |
-4.61%
Feb 2000 - Feb 2010 |
-1.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHIX (ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES) |
31.84%
Mar 2003 - Mar 2006 |
21.52%
Feb 2009 - Feb 2014 |
11.33%
Feb 2009 - Feb 2019 |
7.99%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart