Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARTVX (ARTISAN SMALL CAP VALUE FUND INVESTOR SHARES) | NA | -8.32% | -1.24% | 1.80% | 4.46% | 7.40% | NA | 7.92% |
Data as of 06/10/2016, AR inception is 10/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTVX (ARTISAN SMALL CAP VALUE FUND INVESTOR SHARES) | 10/07/1997 | 06/10/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.32 | -1.24 | 1.80 | 4.46 | 7.40 | NA | 7.92 | 5.74 | -12.50 | -7.74 | 27.49 | 6.12 | -3.17 | 17.70 | 40.24 | -23.82 | -5.98 | 19.11 | 11.06 | 21.15 | 40.54 | -4.44 | 15.04 | 20.83 | 11.16 | -11.35 | 1.08 |
| Sharpe Ratio | NA | -0.50 | -0.09 | 0.09 | 0.15 | NA | NA | 0.31 | 0.78 | -0.83 | -0.56 | 2.14 | 0.37 | -0.11 | 0.83 | 1.18 | -0.60 | -0.51 | 1.15 | 0.63 | 1.51 | 3.07 | -0.28 | 0.86 | 1.31 | 0.76 | -1.08 | 0.12 |
| Standard Deviation(%) | NA | 16.82 | 14.40 | 18.95 | 23.73 | NA | NA | 19.84 | 17.01 | 15.14 | 13.80 | 12.81 | 16.65 | 30.17 | 21.31 | 34.15 | 40.97 | 17.80 | 13.82 | 14.03 | 13.34 | 12.99 | 19.82 | 15.12 | 12.77 | 10.38 | 13.55 | 9.87 |
| Draw Down(%) | NA | 22.18 | 29.00 | 29.00 | 53.92 | NA | NA | 53.92 | 10.19 | 16.34 | 15.95 | 7.19 | 14.08 | 27.14 | 18.38 | 31.55 | 48.37 | 18.08 | 10.11 | 10.30 | 7.23 | 11.51 | 27.75 | 17.04 | 6.46 | 9.43 | 33.96 | 4.47 |
| Yield(%) | 0.00 | 16.64 | 12.12 | 9.45 | 8.01 | 9.94 | 9.86 | 10.95 | 0.00 | 16.89 | 17.35 | 4.48 | 3.20 | 7.94 | 0.11 | 0.15 | 2.33 | 17.21 | 14.10 | 13.39 | 11.00 | 1.72 | 3.92 | 6.30 | 5.41 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2016, AR inception is 10/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTVX (ARTISAN SMALL CAP VALUE FUND INVESTOR SHARES) |
-13.24%
Feb 2006 - Feb 2009 |
-1.88%
Feb 2004 - Feb 2009 |
2.87%
Jan 2006 - Jan 2016 |
7.34%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTVX (ARTISAN SMALL CAP VALUE FUND INVESTOR SHARES) |
29.24%
Mar 2003 - Mar 2006 |
21.54%
Feb 2009 - Feb 2014 |
12.90%
Sep 1998 - Sep 2008 |
11.88%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart