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APHEX: ARTISAN EMERGING MARKETS FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 27.61 0.23(0.83%) June 08
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 12/19/2006 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 1.96% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.6 | 13.1 | 38.7 | 22.0 | 6.3 | 10.6 | 4.9 | 5.1 | 40.4 | 7.1 | 18.5 | -28.4 | -0.5 | 21.0 | 20.0 | -15.4 | 39.9 | 16.4 | -12.6 | -4.1 | -4.4 | 17.0 | -28.1 | 18.4 | 83.1 | -54.2 | 32.6 | 0.9 |
| Sharpe Ratio | NA | 1.5 | 2.15 | 1.19 | 0.22 | 0.49 | NA | 0.19 | 2.34 | 0.04 | 1.05 | -1.29 | -0.03 | 0.66 | 1.36 | -0.97 | 4.34 | 0.93 | -0.71 | -0.35 | -0.33 | 1.06 | -1.16 | 0.92 | 2.78 | -1.17 | 1.33 | 3.3 |
| Draw Down(%) | NA | 14.5 | 14.5 | 16.5 | 41.8 | 43.2 | NA | 66.3 | 16.5 | 10.6 | 12.9 | 36.9 | 15.0 | 36.9 | 10.5 | 25.1 | 4.5 | 12.1 | 28.4 | 17.1 | 18.8 | 19.5 | 33.4 | 17.3 | 23.0 | 65.1 | 18.4 | 1.1 |
| Standard Deviation(%) | NA | 22.3 | 17.5 | 16.1 | 17.4 | 18.3 | NA | 21.5 | 16.3 | 14.1 | 13.8 | 23.1 | 15.4 | 31.2 | 13.6 | 17.4 | 9.1 | 17.4 | 17.9 | 11.8 | 13.2 | 16.1 | 24.4 | 20.0 | 29.8 | 46.8 | 22.5 | 10.1 |
| Treynor Ratio | NA | 0.31 | 0.36 | 0.19 | 0.04 | 0.09 | NA | 0.04 | 0.37 | 0.01 | 0.14 | -0.28 | -0.01 | 0.19 | 0.18 | -0.17 | 0.44 | 0.17 | -0.13 | -0.05 | -0.05 | 0.18 | -0.33 | 0.2 | 0.92 | -0.61 | 0.33 | 0.57 |
| Alpha | NA | 0.04 | 0.04 | 0.02 | 0.01 | 0.01 | NA | 0.0 | 0.05 | 0.0 | 0.03 | -0.05 | 0.0 | 0.02 | 0.0 | 0.0 | 0.04 | 0.02 | 0.01 | -0.02 | 0.0 | 0.0 | -0.06 | 0.0 | 0.03 | -0.05 | -0.01 | -0.14 |
| Beta | NA | 1.07 | 1.06 | 1.01 | 1.01 | 1.03 | NA | 0.94 | 1.02 | 0.89 | 1.0 | 1.06 | 0.87 | 1.09 | 1.03 | 1.0 | 0.9 | 0.97 | 0.94 | 0.81 | 0.89 | 0.94 | 0.84 | 0.92 | 0.9 | 0.91 | 0.9 | 0.59 |
| RSquared | NA | 0.81 | 0.81 | 0.79 | 0.81 | 0.87 | NA | 0.9 | 0.84 | 0.67 | 0.8 | 0.85 | 0.82 | 0.96 | 0.9 | 0.92 | 0.75 | 0.93 | 0.9 | 0.78 | 0.9 | 0.9 | 0.8 | 0.96 | 0.95 | 0.97 | 0.93 | 0.13 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | 1.3 | 0.6 | 0.7 | 0.9 | 1.4 | 1.2 | 0.5 | 0.6 | 0.9 | 0.0 | 1.4 | 0.9 | 1.7 | 0.8 | 1.0 | 1.4 | 0.7 | 0.1 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 85.9 | 163.0 | -44.5 | -15.1 | -29.8 | 41.6 | 119.0 | 1.3 | -13.3 | N/A | -100.0 | 50.4 | -41.2 | 48.5 | -5.0 | 28.2 | -4.3 | 1177.8 | -70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2006
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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