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APHKX: ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 58.09 1.08(1.83%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 12/19/2006 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 7.40% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/19/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 8.2 | 20.0 | 16.6 | 8.3 | 9.8 | 9.0 | 7.2 | 22.8 | 7.7 | 22.9 | -8.3 | 9.1 | 8.1 | 24.2 | -15.5 | 24.1 | 5.7 | -1.4 | -0.4 | 30.8 | 23.1 | -7.0 | 19.2 | 33.8 | -30.0 | -6.8 | -3.4 |
| Sharpe Ratio | NA | 1.2 | 1.48 | 1.19 | 0.41 | 0.49 | NA | 0.35 | 1.7 | 0.43 | 1.79 | -0.48 | 0.62 | 0.23 | 2.1 | -1.4 | 2.81 | 0.34 | -0.12 | -0.04 | 3.0 | 1.67 | -0.31 | 1.1 | 1.51 | -0.99 | -0.66 | -3.15 |
| Draw Down(%) | NA | 10.0 | 10.0 | 10.9 | 28.4 | 38.1 | NA | 54.7 | 10.9 | 8.2 | 7.8 | 24.8 | 13.1 | 38.1 | 6.9 | 22.6 | 4.7 | 10.7 | 13.9 | 13.4 | 6.0 | 12.8 | 22.2 | 14.4 | 26.3 | 40.8 | 15.5 | 4.1 |
| Standard Deviation(%) | NA | 14.7 | 11.8 | 11.1 | 14.1 | 16.5 | NA | 17.4 | 11.8 | 9.4 | 10.9 | 20.3 | 14.6 | 33.8 | 10.8 | 12.1 | 8.4 | 16.4 | 12.5 | 9.9 | 10.3 | 13.9 | 22.7 | 17.3 | 22.3 | 31.1 | 15.0 | 24.0 |
| Treynor Ratio | NA | 0.25 | 0.25 | 0.19 | 0.07 | 0.1 | NA | 0.08 | 0.28 | 0.06 | 0.25 | -0.11 | 0.1 | 0.09 | 0.24 | -0.2 | 0.32 | 0.06 | -0.02 | -0.01 | 0.42 | 0.29 | -0.09 | 0.25 | 0.45 | -0.43 | -0.14 | -1.17 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | NA | 0.01 | -0.01 | 0.01 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.05 | 0.03 | 0.01 | 0.04 | 0.03 | 0.01 | -0.06 | -0.53 |
| Beta | NA | 0.71 | 0.7 | 0.69 | 0.8 | 0.84 | NA | 0.78 | 0.72 | 0.64 | 0.77 | 0.9 | 0.88 | 0.89 | 0.94 | 0.85 | 0.73 | 0.89 | 0.76 | 0.81 | 0.74 | 0.8 | 0.76 | 0.78 | 0.74 | 0.72 | 0.72 | 0.65 |
| RSquared | NA | 0.72 | 0.71 | 0.78 | 0.79 | 0.67 | NA | 0.77 | 0.84 | 0.71 | 0.84 | 0.91 | 0.6 | 0.51 | 0.85 | 0.88 | 0.41 | 0.9 | 0.88 | 0.85 | 0.83 | 0.92 | 0.84 | 0.91 | 0.9 | 0.89 | 0.66 | 0.04 |
| Yield(%) | N/A | 0.2 | 7.4 | 6.1 | 3.9 | 4.7 | 5.5 | N/A | 8.2 | 5.5 | 3.7 | 0.6 | 3.0 | 0.4 | 4.7 | 4.5 | 4.9 | 3.4 | 6.0 | 6.7 | 9.1 | 1.9 | 0.3 | 1.7 | 2.5 | 1.0 | 2.1 | 1.5 |
| Dividend Growth(%) | N/A | -97.4 | 46.3 | 396.9 | 54.2 | N/A | N/A | N/A | 50.8 | 77.6 | 491.7 | -79.9 | 739.9 | -90.1 | -17.9 | 10.0 | 49.1 | -47.0 | -16.5 | -13.8 | 486.3 | 407.4 | -76.2 | -11.9 | 74.2 | -55.1 | 27.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2006
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