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APHQX: ARTISAN MID CAP VALUE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 14.91 0.04(0.27%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 02/03/2012 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 7.43% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 1.4 | 7.2 | 6.9 | -3.3 | 3.7 | 5.1 | 2.1 | 4.7 | 18.5 | -27.6 | 10.9 | 4.1 | 23.7 | -13.7 | 12.7 | 22.7 | -9.7 | 1.8 | 36.1 | 3.7 |
| Sharpe Ratio | NA | -0.06 | 0.27 | 0.25 | -0.3 | 0.09 | 0.2 | -0.04 | 0.08 | 0.92 | -1.04 | 0.53 | 0.09 | 1.56 | -0.97 | 0.74 | 1.35 | -0.65 | 0.16 | 3.13 | 0.31 |
| Draw Down(%) | NA | 11.1 | 11.1 | 18.7 | 38.6 | 44.4 | 44.4 | 16.2 | 8.1 | 13.4 | 29.8 | 20.2 | 44.4 | 9.3 | 23.3 | 9.5 | 11.2 | 15.6 | 11.0 | 4.6 | 11.3 |
| Standard Deviation(%) | NA | 15.2 | 14.7 | 15.8 | 19.9 | 21.8 | 19.7 | 18.7 | 13.3 | 16.3 | 28.1 | 20.5 | 42.6 | 14.3 | 15.6 | 16.3 | 16.7 | 14.9 | 11.1 | 11.5 | 13.3 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.04 | -0.06 | 0.02 | 0.04 | -0.01 | 0.01 | 0.14 | -0.3 | 0.11 | 0.04 | 0.2 | -0.15 | 0.13 | 0.22 | -0.1 | 0.02 | 0.4 | 0.05 |
| Alpha | NA | -0.09 | -0.07 | -0.04 | -0.04 | -0.02 | -0.02 | -0.04 | -0.03 | 0.03 | -0.09 | -0.05 | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.03 | -0.04 | 0.01 | -0.01 |
| Beta | NA | 1.06 | 1.14 | 1.07 | 1.01 | 1.02 | 1.01 | 1.09 | 1.04 | 1.05 | 0.96 | 0.97 | 1.03 | 1.11 | 0.99 | 0.96 | 1.04 | 0.95 | 0.92 | 0.9 | 0.9 |
| RSquared | NA | 0.71 | 0.77 | 0.86 | 0.69 | 0.8 | 0.81 | 0.9 | 0.84 | 0.92 | 0.58 | 0.55 | 0.96 | 0.91 | 0.92 | 0.22 | 0.91 | 0.93 | 0.9 | 0.91 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.2 | 4.5 | 17.7 | 0.5 | 0.5 | 0.7 | 11.9 | 13.1 | 10.4 | 3.5 | 15.1 | 10.7 | 5.9 | 5.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 60.2 | -74.7 | 2302.6 | 23.9 | -29.2 | -93.6 | -32.5 | 28.4 | 263.9 | -82.7 | 30.3 | 126.0 | 4.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2012
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