APHHX
Artisan Global Equity-Inst
$20.91
-0.10 (-0.48%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 178.3M |
| 52 Week High | 21.01 |
| 52 Week Low | 15.953 |
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Key Data
| Symbol | APHHX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 20.91 |
| Price Yesterday | 21.01 |
| Market Cap | 178.30 |
| YTD Return | 14.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 21.01 |
|---|---|
| 52 Week Low | 15.95 |
| Market Cap | 178.30M |
| Shares Outstanding | 8.53M |
| Income Dividend Yield | 0.98% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.98% |
Returns Annualized
| One Day | -69.99% |
|---|---|
| Five Days | 87.99% |
| One Months | 10.84% |
| Three Months | 1.97% |
| Six Months | 33.22% |
| Nine Months | 35.81% |
| One Year | 25.65% |
| Three Years | -0.25% |
| Five Years | 8.07% |
| Ten Years | -999 |
| YTD | 29.25% |
| Since Inception | 9.93% |
Returns Total
| One Day | -0.48% |
|---|---|
| Five Days | 1.26% |
| One Month | 0.82% |
| Three Months | 0.48% |
| Six Months | 15.14% |
| Nine Months | 25.47% |
| One Year | 25.62% |
| Three Years | -0.74% |
| Five Years | 47.26% |
| Ten Years | -999 |
| YTD | 14.14% |
| Since Inception | 127.83% |
Yearly Returns
| 2024 | 14.14% |
|---|---|
| 2023 | 12.19% |
| 2022 | -20.46% |
| 2021 | 5.34% |
| 2020 | 29.56% |
| 2019 | 31.38% |
| 2018 | -3.12% |
| 2017 | 31.60% |
| 2016 | -1.51% |
| 2015 | -0.64% |
Risk against SP-DA
| Alpha | -1.05% |
|---|---|
| Beta | 0.91 |
| Correlation | 87.51% |
| Downside Deviation | 2.99% |
| Coefficient of determination | 76.58% |
| Standard Deviation | 3.36% |
| Sharpe Ratio | -0.26 |
| Sortino | -1.03 |
| Treynor | 22.19 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -1.1 |