ARTLX
Artisan Value-Inv
$14.75
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 345.706M |
| 52 Week High | 14.98 |
| 52 Week Low | 12.016 |
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Key Data
| Symbol | ARTLX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 14.75 |
| Price Yesterday | 14.75 |
| Market Cap | 345.71 |
| YTD Return | 7.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0107 |
Overview
| 52 Week High | 14.98 |
|---|---|
| 52 Week Low | 12.02 |
| Market Cap | 345.71M |
| Shares Outstanding | 23.44M |
| Income Dividend Yield | 0.87% |
| Long Term Dividend Yield | 3.89% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.76% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 73.37% |
| One Months | 2.60% |
| Three Months | -1.64% |
| Six Months | 15.18% |
| Nine Months | 24.50% |
| One Year | 15.56% |
| Three Years | 7.53% |
| Five Years | 12.76% |
| Ten Years | 9.10% |
| YTD | 14.43% |
| Since Inception | 8.32% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.10% |
| One Month | 0.20% |
| Three Months | -0.41% |
| Six Months | 7.19% |
| Nine Months | 17.64% |
| One Year | 15.54% |
| Three Years | 24.21% |
| Five Years | 82.01% |
| Ten Years | 138.48% |
| YTD | 7.19% |
| Since Inception | 329.15% |
Yearly Returns
| 2024 | 7.19% |
|---|---|
| 2023 | 24.23% |
| 2022 | -8.86% |
| 2021 | 23.08% |
| 2020 | 10.63% |
| 2019 | 30.29% |
| 2018 | -14.93% |
| 2017 | 15.99% |
| 2016 | 29.03% |
| 2015 | -9.09% |
Risk against SP-DA
| Alpha | -6.50% |
|---|---|
| Beta | 0.71 |
| Correlation | 77.67% |
| Downside Deviation | 2.48% |
| Coefficient of determination | 60.33% |
| Standard Deviation | 2.96% |
| Sharpe Ratio | -1.28 |
| Sortino | -5.3 |
| Treynor | 14.24 |
| Ulcer Index | 3.38 |
| Ulcer Performance Index | -3.89 |