Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APHVX (ARTISAN SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | NA | -8.21% | -1.05% | NA | NA | NA | NA | 1.23% |
Data as of 06/10/2016, AR inception is 02/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHVX (ARTISAN SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 02/03/2012 | 06/10/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.21 | -1.05 | NA | NA | NA | NA | 1.23 | 5.81 | -28.57 | -24.70 | 23.01 | -7.09 |
| Sharpe Ratio | NA | -0.81 | -0.53 | NA | NA | NA | NA | -0.43 | 0.79 | -1.12 | -0.96 | 1.77 | -0.46 |
| Standard Deviation(%) | NA | 31.11 | 27.83 | NA | NA | NA | NA | 22.02 | 17.10 | 25.48 | 25.61 | 13.02 | 17.16 |
| Draw Down(%) | NA | 36.49 | 52.75 | NA | NA | NA | NA | 52.75 | 10.15 | 31.47 | 30.26 | 7.13 | 13.96 |
| Yield(%) | 0.00 | 16.80 | 12.20 | 8.28 | 4.14 | 2.76 | 2.07 | 10.35 | 0.00 | 17.06 | 17.34 | 4.55 | 2.94 |
Data as of 06/10/2016, AR inception is 02/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHVX (ARTISAN SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
-1.86%
Jan 2013 - Jan 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHVX (ARTISAN SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
7.90%
May 2012 - May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart