ARTHX
Artisan Global Equity-Inv
$20.61
-0.09 (-0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 178.33M |
| 52 Week High | 20.7 |
| 52 Week Low | 15.754 |
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Key Data
| Symbol | ARTHX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 20.61 |
| Price Yesterday | 20.7 |
| Market Cap | 178.33 |
| YTD Return | 13.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.013 |
Overview
| 52 Week High | 20.70 |
|---|---|
| 52 Week Low | 15.75 |
| Market Cap | 178.33M |
| Shares Outstanding | 8.65M |
| Income Dividend Yield | 0.78% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.78% |
Returns Annualized
| One Day | -66.68% |
|---|---|
| Five Days | 89.74% |
| One Months | 11.01% |
| Three Months | 1.80% |
| Six Months | 33.06% |
| Nine Months | 35.47% |
| One Year | 25.34% |
| Three Years | -0.49% |
| Five Years | 7.83% |
| Ten Years | 8.55% |
| YTD | 28.93% |
| Since Inception | 10.60% |
Returns Total
| One Day | -0.43% |
|---|---|
| Five Days | 1.28% |
| One Month | 0.83% |
| Three Months | 0.44% |
| Six Months | 15.08% |
| Nine Months | 25.24% |
| One Year | 25.31% |
| Three Years | -1.45% |
| Five Years | 45.65% |
| Ten Years | 126.68% |
| YTD | 13.99% |
| Since Inception | 319.41% |
Yearly Returns
| 2024 | 13.99% |
|---|---|
| 2023 | 11.88% |
| 2022 | -20.63% |
| 2021 | 5.13% |
| 2020 | 29.29% |
| 2019 | 31.13% |
| 2018 | -3.42% |
| 2017 | 31.34% |
| 2016 | -1.86% |
| 2015 | 1.14% |
Risk against SP-DA
| Alpha | -1.34% |
|---|---|
| Beta | 0.91 |
| Correlation | 87.56% |
| Downside Deviation | 3.00% |
| Coefficient of determination | 76.66% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.29 |
| Sortino | -1.12 |
| Treynor | 21.87 |
| Ulcer Index | 2.81 |
| Ulcer Performance Index | -1.2 |