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APHIX: ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 33.24 0.93(2.72%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 12/09/1997 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 20.61% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/09/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 10.6 | 22.0 | 21.7 | 4.7 | 7.2 | 6.5 | 4.2 | 5.8 | 36.5 | 10.9 | 14.5 | -20.4 | -11.1 | 4.6 | 29.4 | -10.8 | 31.3 | -9.4 | -3.6 | -0.7 | 25.5 | 25.7 | -7.0 | 6.2 | 40.0 | -49.2 | 4.0 | 16.5 | 16.5 | 18.0 | 29.4 | -18.7 | -15.7 | -23.0 | 77.4 | 30.1 | -9.3 |
| Sharpe Ratio | NA | 2.04 | 1.8 | 1.44 | 0.16 | 0.33 | NA | NA | 0.22 | 2.3 | 0.63 | 0.88 | -0.93 | -0.45 | 0.15 | 2.45 | -0.85 | 4.1 | -0.61 | -0.25 | -0.07 | 2.14 | 1.66 | -0.28 | 0.27 | 1.37 | -1.14 | 0.04 | 0.77 | 1.34 | 1.17 | 1.75 | -0.98 | -1.11 | -1.05 | 4.69 | 1.15 | -2.12 |
| Draw Down(%) | NA | 9.8 | 9.8 | 13.4 | 46.0 | 46.0 | NA | NA | 67.7 | 13.4 | 7.6 | 9.2 | 32.2 | 25.1 | 33.4 | 5.0 | 20.2 | 2.3 | 12.1 | 18.9 | 10.5 | 9.0 | 12.4 | 26.4 | 19.0 | 25.4 | 58.4 | 20.7 | 17.3 | 7.6 | 13.1 | 21.5 | 28.2 | 30.4 | 42.9 | 6.3 | 35.6 | 11.2 |
| Standard Deviation(%) | NA | 18.3 | 14.5 | 13.7 | 18.6 | 17.8 | NA | NA | 20.2 | 14.7 | 11.6 | 12.4 | 23.4 | 24.7 | 28.8 | 11.4 | 14.4 | 7.5 | 15.7 | 14.7 | 10.8 | 11.9 | 15.5 | 25.1 | 22.1 | 29.0 | 43.7 | 23.8 | 17.0 | 10.6 | 14.6 | 16.4 | 20.3 | 16.5 | 25.9 | 15.8 | 23.1 | 39.8 |
| Treynor Ratio | NA | 0.47 | 0.34 | 0.24 | 0.03 | 0.07 | NA | NA | 0.05 | 0.43 | 0.09 | 0.13 | -0.21 | -0.12 | 0.06 | 0.29 | -0.12 | 0.36 | -0.12 | -0.04 | -0.01 | 0.29 | 0.29 | -0.08 | 0.06 | 0.41 | -0.49 | 0.01 | 0.12 | 0.15 | 0.18 | 0.27 | -0.22 | -0.21 | -0.24 | 0.78 | 0.26 | -1.19 |
| Alpha | NA | 0.06 | 0.03 | 0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.02 | -0.01 | -0.03 | -0.08 | 0.0 | 0.03 | 0.02 | 0.03 | -0.05 | 0.0 | 0.02 | 0.03 | 0.03 | 0.01 | -0.01 | 0.03 | -0.05 | -0.03 | -0.03 | 0.01 | 0.0 | -0.03 | -0.02 | 0.01 | -0.02 | 0.13 | 0.04 | -0.59 |
| Beta | NA | 0.79 | 0.76 | 0.81 | 0.91 | 0.86 | NA | NA | 0.94 | 0.79 | 0.83 | 0.88 | 1.04 | 0.93 | 0.73 | 0.97 | 0.99 | 0.84 | 0.84 | 0.88 | 0.86 | 0.87 | 0.88 | 0.84 | 1.02 | 0.98 | 1.02 | 1.03 | 1.07 | 0.93 | 0.95 | 1.07 | 0.91 | 0.87 | 1.15 | 0.94 | 1.02 | 0.71 |
| RSquared | NA | 0.57 | 0.54 | 0.7 | 0.62 | 0.62 | NA | NA | 0.74 | 0.67 | 0.8 | 0.84 | 0.91 | 0.26 | 0.48 | 0.81 | 0.84 | 0.7 | 0.87 | 0.85 | 0.8 | 0.86 | 0.89 | 0.83 | 0.95 | 0.94 | 0.92 | 0.56 | 0.72 | 0.79 | 0.79 | 0.85 | 0.79 | 0.83 | 0.44 | 0.58 | 0.73 | 0.13 |
| Yield(%) | N/A | 0.0 | 20.3 | 13.3 | 5.8 | 5.7 | 5.2 | 3.5 | N/A | 25.1 | 10.5 | 2.3 | 1.2 | 1.0 | 0.5 | 6.7 | 8.1 | 1.2 | 1.4 | 0.7 | 0.9 | 1.4 | 1.6 | 1.5 | 1.1 | 1.8 | 0.9 | 0.9 | 1.9 | 2.1 | 0.8 | 1.4 | 0.7 | 0.5 | 0.0 | 0.4 | 0.4 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 141.7 | 1070.3 | 101.6 | 437.9 | N/A | N/A | N/A | 141.7 | 397.2 | 50.5 | 12.6 | 108.7 | -91.2 | -33.4 | 798.7 | -21.4 | 83.4 | -26.2 | -16.9 | 7.2 | -4.7 | 45.9 | -18.4 | 8.4 | -3.0 | -44.7 | 6.8 | 179.1 | -23.1 | 66.9 | 27.0 | N/A | -100.0 | 22.4 | -77.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1997
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