Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHLX (ARTISAN VALUE FUND INSTITUTIONAL SHARES) | 4.13% | 14.37% | 14.62% | 3.20% | 7.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHLX (ARTISAN VALUE FUND INSTITUTIONAL SHARES) | 07/28/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 14.37 | 14.62 | 3.20 | 7.77 | NA | NA | … | … | 4.13 | 14.69 | 12.29 | 24.51 | -22.18 | 10.00 | 3.45 | 30.43 | -15.02 | 16.31 | 29.21 | -8.84 | 5.30 | 26.05 | 13.95 | -2.84 |
| Sharpe Ratio | NA | 1.20 | 0.97 | 0.07 | 0.33 | NA | NA | … | … | 0.83 | 0.78 | 0.86 | 1.62 | -0.89 | 0.56 | 0.09 | 2.07 | -0.95 | 0.96 | 1.65 | -0.53 | 0.50 | 2.49 | 1.08 | -0.22 |
| Standard Deviation(%) | NA | 11.57 | 12.52 | 17.32 | 19.62 | NA | NA | … | … | 12.65 | 15.11 | 10.07 | 12.98 | 26.76 | 17.78 | 36.88 | 14.01 | 17.40 | 16.31 | 17.57 | 16.72 | 10.62 | 10.45 | 12.94 | 29.53 |
| Draw Down(%) | NA | 9.29 | 13.24 | 33.08 | 38.96 | NA | NA | … | … | 9.29 | 13.24 | 5.89 | 10.57 | 26.05 | 18.28 | 38.96 | 8.65 | 25.39 | 9.63 | 11.85 | 19.00 | 11.26 | 6.97 | 10.97 | 14.45 |
| Yield(%) | 0.00 | 13.56 | 10.02 | 4.90 | 6.52 | 7.36 | 5.52 | … | … | 0.00 | 14.17 | 8.16 | 6.28 | 0.38 | 1.44 | 0.78 | 5.21 | 12.26 | 10.81 | 0.94 | 9.38 | 8.01 | 6.55 | 1.12 | 0.90 |
Data as of 06/05/2026, Common starting date is 07/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHLX (ARTISAN VALUE FUND INSTITUTIONAL SHARES) |
-3.97%
Dec 2019 – Dec 2022 |
-0.37%
Dec 2017 – Dec 2022 |
4.89%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHLX (ARTISAN VALUE FUND INSTITUTIONAL SHARES) |
18.81%
Sep 2011 – Sep 2014 |
13.24%
Feb 2016 – Feb 2021 |
11.98%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart