APHRX
Artisan Global Opportunities-Inst
$36.14
-0.13 (-0.36%)
Currency in USD / Last Updated: 7/9/2024
Category | World Large Growth |
---|---|
Market Cap | 2556.363M |
52 Week High | 36.29 |
52 Week Low | 26.633 |
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Key Data
Symbol | APHRX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 36.14 |
Price Yesterday | 36.27 |
Market Cap | 2,556.36 |
YTD Return | 13.65% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0091 |
Overview
52 Week High | 36.29 |
---|---|
52 Week Low | 26.63 |
Market Cap | 2,556.36M |
Shares Outstanding | 70.74M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 1.97% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.97% |
Returns Annualized
One Day | -59.58% |
---|---|
Five Days | 139.41% |
One Months | 34.05% |
Three Months | 13.27% |
Six Months | 32.08% |
Nine Months | 39.18% |
One Year | 24.33% |
Three Years | 1.13% |
Five Years | 11.27% |
Ten Years | 10.93% |
YTD | 28.18% |
Since Inception | 11.82% |
Returns Total
One Day | -0.36% |
---|---|
Five Days | 1.75% |
One Month | 2.35% |
Three Months | 3.11% |
Six Months | 14.66% |
Nine Months | 27.78% |
One Year | 24.30% |
Three Years | 3.40% |
Five Years | 70.37% |
Ten Years | 181.49% |
YTD | 13.65% |
Since Inception | 323.19% |
Yearly Returns
2024 | 13.65% |
---|---|
2023 | 23.28% |
2022 | -30.19% |
2021 | 13.92% |
2020 | 40.07% |
2019 | 35.95% |
2018 | -8.86% |
2017 | 31.49% |
2016 | 5.01% |
2015 | 8.01% |
Risk against SP-DA
Alpha | -7.54% |
---|---|
Beta | 1.14 |
Correlation | 92.15% |
Downside Deviation | 3.70% |
Coefficient of determination | 84.92% |
Standard Deviation | 3.96% |
Sharpe Ratio | -0.32 |
Sortino | -1.19 |
Treynor | 16.69 |
Ulcer Index | 4.29 |
Ulcer Performance Index | -1.02 |