Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHNX (Artisan Select Equity Fund Institutional Shares) | 10.74% | 30.53% | 22.34% | 10.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHNX (Artisan Select Equity Fund Institutional Shares) | 03/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 30.53 | 22.34 | 10.93 | NA | NA | NA | … | … | 10.74 | 28.97 | 15.86 | 26.34 | -18.03 | 15.56 | 18.12 |
| Sharpe Ratio | NA | 2.15 | 1.47 | 0.52 | NA | NA | NA | … | … | 1.51 | 1.68 | 1.11 | 1.68 | -0.86 | 1.15 | 0.56 |
| Standard Deviation(%) | NA | 12.26 | 13.14 | 15.79 | NA | NA | NA | … | … | 14.28 | 15.57 | 11.01 | 13.60 | 22.74 | 13.49 | 39.14 |
| Draw Down(%) | NA | 9.84 | 11.96 | 27.71 | NA | NA | NA | … | … | 9.84 | 11.96 | 6.41 | 11.43 | 27.71 | 8.17 | 32.00 |
| Yield(%) | 0.00 | 3.70 | 2.53 | 2.48 | 1.78 | 1.19 | 0.89 | … | … | 0.00 | 4.06 | 1.65 | 0.77 | 1.29 | 5.59 | 0.59 |
Data as of 06/04/2026, Common starting date is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHNX (Artisan Select Equity Fund Institutional Shares) |
3.49%
Apr 2021 – Apr 2024 |
9.74%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHNX (Artisan Select Equity Fund Institutional Shares) |
24.36%
Sep 2022 – Sep 2025 |
15.11%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart