Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) | 14.67% | 32.20% | 14.78% | -0.13% | 10.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) | 05/01/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 32.20 | 14.78 | -0.13 | 10.13 | NA | NA | … | … | 14.67 | 0.85 | 9.69 | 9.53 | -29.27 | -18.00 | 52.63 | 40.37 | 2.18 | 27.26 | 5.76 | 0.58 | -0.57 | 43.11 | 2.17 |
| Sharpe Ratio | NA | 1.46 | 0.48 | -0.12 | 0.33 | NA | NA | … | … | 1.20 | 0.00 | 0.15 | 0.24 | -0.77 | -0.63 | 1.43 | 2.08 | 0.04 | 1.12 | 0.28 | 0.03 | -0.03 | 2.81 | 0.17 |
| Standard Deviation(%) | NA | 21.42 | 23.12 | 27.77 | 26.68 | NA | NA | … | … | 26.38 | 25.79 | 21.19 | 22.41 | 39.86 | 28.47 | 36.37 | 18.73 | 22.46 | 23.78 | 19.56 | 17.13 | 20.57 | 15.35 | 18.74 |
| Draw Down(%) | NA | 15.38 | 27.16 | 53.05 | 56.25 | NA | NA | … | … | 15.38 | 25.83 | 12.26 | 21.70 | 40.23 | 30.84 | 34.78 | 9.83 | 27.51 | 15.74 | 21.29 | 15.62 | 23.01 | 7.03 | 12.48 |
| Yield(%) | 0.00 | 8.45 | 5.01 | 2.03 | 6.62 | 6.89 | 5.17 | … | … | 0.00 | 7.97 | 5.59 | 0.00 | 0.34 | 0.00 | 0.00 | 10.02 | 17.36 | 17.48 | 1.25 | 9.28 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) |
-14.91%
Jan 2021 – Jan 2024 |
-4.52%
Dec 2020 – Dec 2025 |
4.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) |
29.84%
Dec 2017 – Dec 2020 |
28.07%
Feb 2016 – Feb 2021 |
11.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart