ARTSX
Artisan SmallCap-Inv
$33.62
-0.23 (-0.68%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1551.341M |
| 52 Week High | 35.27 |
| 52 Week Low | 26.46 |
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Key Data
| Symbol | ARTSX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 33.62 |
| Price Yesterday | 33.85 |
| Market Cap | 1,551.34 |
| YTD Return | 4.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0123 |
Overview
| 52 Week High | 35.27 |
|---|---|
| 52 Week Low | 26.46 |
| Market Cap | 1,551.34M |
| Shares Outstanding | 46.14M |
| 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 | -82.09% |
|---|---|
| Five Days | 17.98% |
| One Months | 12.39% |
| Three Months | -13.30% |
| Six Months | 13.36% |
| Nine Months | 20.94% |
| One Year | 8.11% |
| Three Years | -9.62% |
| Five Years | 4.50% |
| Ten Years | 9.43% |
| YTD | 8.54% |
| Since Inception | 8.92% |
Returns Total
| One Day | -0.68% |
|---|---|
| Five Days | 0.33% |
| One Month | 0.93% |
| Three Months | -3.45% |
| Six Months | 6.36% |
| Nine Months | 15.14% |
| One Year | 8.10% |
| Three Years | -26.06% |
| Five Years | 24.57% |
| Ten Years | 145.76% |
| YTD | 4.31% |
| Since Inception | 1113.72% |
Yearly Returns
| 2024 | 4.31% |
|---|---|
| 2023 | 9.29% |
| 2022 | -29.44% |
| 2021 | -8.91% |
| 2020 | 61.01% |
| 2019 | 40.14% |
| 2018 | 2.25% |
| 2017 | 26.81% |
| 2016 | 5.54% |
| 2015 | 0.34% |
Risk against SP-DA
| Alpha | -29.63% |
|---|---|
| Beta | 1.39 |
| Correlation | 74.75% |
| Downside Deviation | 4.81% |
| Coefficient of determination | 55.88% |
| Standard Deviation | 5.97% |
| Sharpe Ratio | -1 |
| Sortino | -4.29 |
| Treynor | 1.97 |
| Ulcer Index | 8.68 |
| Ulcer Performance Index | -2.37 |