ARTQX
Artisan MidCap Value-Inv
$15.41
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 1131.626M |
| 52 Week High | 16.39 |
| 52 Week Low | 13.077 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | ARTQX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 15.41 |
| Price Yesterday | 15.42 |
| Market Cap | 1,131.63 |
| YTD Return | -0.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0122 |
Overview
| 52 Week High | 16.39 |
|---|---|
| 52 Week Low | 13.08 |
| Market Cap | 1,131.63M |
| Shares Outstanding | 73.43M |
| Income Dividend Yield | 0.74% |
| Long Term Dividend Yield | 16.80% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 17.54% |
Returns Annualized
| One Day | -15.09% |
|---|---|
| Five Days | 17.82% |
| One Months | -7.83% |
| Three Months | -17.37% |
| Six Months | 0.66% |
| Nine Months | 16.02% |
| One Year | 7.13% |
| Three Years | 2.45% |
| Five Years | 7.38% |
| Ten Years | 5.73% |
| YTD | -1.37% |
| Since Inception | 9.42% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 0.33% |
| One Month | -0.64% |
| Three Months | -4.58% |
| Six Months | 0.33% |
| Nine Months | 11.64% |
| One Year | 7.12% |
| Three Years | 7.48% |
| Five Years | 42.63% |
| Ten Years | 74.36% |
| YTD | -0.71% |
| Since Inception | 708.08% |
Yearly Returns
| 2024 | -0.71% |
|---|---|
| 2023 | 18.15% |
| 2022 | -13.21% |
| 2021 | 26.35% |
| 2020 | 5.45% |
| 2019 | 23.52% |
| 2018 | -13.57% |
| 2017 | 12.37% |
| 2016 | 22.46% |
| 2015 | -9.88% |
Risk against SP-DA
| Alpha | -16.32% |
|---|---|
| Beta | 0.77 |
| Correlation | 65.54% |
| Downside Deviation | 3.41% |
| Coefficient of determination | 42.95% |
| Standard Deviation | 3.80% |
| Sharpe Ratio | -1.64 |
| Sortino | -6.32 |
| Treynor | 2.26 |
| Ulcer Index | 5.03 |
| Ulcer Performance Index | -4.29 |