APHSX
Artisan SmallCap-Inst
$34.80
-0.24 (-0.68%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1551.182M |
| 52 Week High | 36.49 |
| 52 Week Low | 27.35 |
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Key Data
| Symbol | APHSX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 34.8 |
| Price Yesterday | 35.04 |
| Market Cap | 1,551.18 |
| YTD Return | 4.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 36.49 |
|---|---|
| 52 Week Low | 27.35 |
| Market Cap | 1,551.18M |
| Shares Outstanding | 44.57M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -82.34% |
|---|---|
| Five Days | 17.32% |
| One Months | 12.36% |
| Three Months | -13.18% |
| Six Months | 13.57% |
| Nine Months | 21.18% |
| One Year | 8.35% |
| Three Years | -9.42% |
| Five Years | 4.74% |
| Ten Years | 9.67% |
| YTD | 8.74% |
| Since Inception | 10.84% |
Returns Total
| One Day | -0.68% |
|---|---|
| Five Days | 0.32% |
| One Month | 0.93% |
| Three Months | -3.41% |
| Six Months | 6.45% |
| Nine Months | 15.31% |
| One Year | 8.34% |
| Three Years | -25.57% |
| Five Years | 25.99% |
| Ten Years | 151.15% |
| YTD | 4.41% |
| Since Inception | 248.70% |
Yearly Returns
| 2024 | 4.41% |
|---|---|
| 2023 | 9.53% |
| 2022 | -29.28% |
| 2021 | -8.67% |
| 2020 | 61.31% |
| 2019 | 40.48% |
| 2018 | 2.45% |
| 2017 | 27.09% |
| 2016 | 5.76% |
| 2015 | 0.58% |
Risk against SP-DA
| Alpha | -29.44% |
|---|---|
| Beta | 1.39 |
| Correlation | 74.89% |
| Downside Deviation | 4.81% |
| Coefficient of determination | 56.08% |
| Standard Deviation | 5.97% |
| Sharpe Ratio | -0.99 |
| Sortino | -4.23 |
| Treynor | 2.14 |
| Ulcer Index | 8.63 |
| Ulcer Performance Index | -2.36 |