Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) | -3.25% | 4.17% | 8.46% | -1.72% | 6.52% | NA | NA | 8.93% |
Data as of 07/11/2025, AR inception is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) | 05/01/2012 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 4.17 | 8.46 | -1.72 | 6.52 | NA | NA | 8.93 | -3.25 | 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 | 0.04 | 0.20 | -0.15 | 0.19 | NA | NA | 0.31 | -0.31 | 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 | 26.79 | 25.47 | 28.54 | 26.64 | NA | NA | 24.79 | 30.24 | 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 | 27.16 | 27.16 | 56.25 | 56.25 | NA | NA | 56.25 | 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 | 5.15 | 2.26 | 0.98 | 5.50 | 5.93 | 4.45 | 6.84 | 0.00 | 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 07/11/2025, AR inception 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 |
-1.85%
May 2020 - May 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 |
10.51%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart