APHNX
Artisan Select Equity-Inst
$14.99
0.02 (0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 48.944M |
| 52 Week High | 15.03 |
| 52 Week Low | 11.396 |
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Key Data
| Symbol | APHNX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 14.99 |
| Price Yesterday | 14.97 |
| Market Cap | 48.94 |
| YTD Return | 12.03% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0111 |
Overview
| 52 Week High | 15.03 |
|---|---|
| 52 Week Low | 11.40 |
| Market Cap | 48.94M |
| Shares Outstanding | 3.27M |
| Income Dividend Yield | 0.55% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.55% |
Returns Annualized
| One Day | 40.04% |
|---|---|
| Five Days | 110.84% |
| One Months | 17.46% |
| Three Months | 7.38% |
| Six Months | 26.20% |
| Nine Months | 37.73% |
| One Year | 21.60% |
| Three Years | 5.29% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 24.67% |
| Since Inception | 11.49% |
Returns Total
| One Day | 0.13% |
|---|---|
| Five Days | 1.49% |
| One Month | 1.28% |
| Three Months | 1.77% |
| Six Months | 12.12% |
| Nine Months | 26.79% |
| One Year | 21.57% |
| Three Years | 16.63% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 12.03% |
| Since Inception | 60.37% |
Yearly Returns
| 2024 | 12.03% |
|---|---|
| 2023 | 26.33% |
| 2022 | -16.98% |
| 2021 | 15.53% |
| 2020 | 18.13% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -2.72% |
|---|---|
| Beta | 0.81 |
| Correlation | 88.24% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 77.86% |
| Standard Deviation | 2.96% |
| Sharpe Ratio | -0.69 |
| Sortino | -2.59 |
| Treynor | 19.99 |
| Ulcer Index | 3.8 |
| Ulcer Performance Index | -1.87 |