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ARTVX: ARTISAN SMALL CAP VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/07/1997 |
| Last Dividend Date: | 11/19/2015 |
| 12-Mo. Yield | 16.64% |
| Expenses | 1.20% |
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Performance Analytics (As of 06/10/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/07/1997 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -8.3 | -1.2 | 1.8 | 4.3 | 7.4 | 7.6 | 5.7 | -12.5 | -7.7 | 27.5 | 6.1 | -3.2 | 17.7 | 40.2 | -23.8 | -6.0 | 19.1 | 11.1 | 21.2 | 40.5 | -4.4 | 15.0 | 20.8 | 11.2 | -11.3 | 1.1 |
| Sharpe Ratio | NA | -0.5 | -0.09 | 0.09 | 0.15 | NA | 0.31 | 0.78 | -0.83 | -0.56 | 2.14 | 0.37 | -0.11 | 0.83 | 1.18 | -0.6 | -0.51 | 1.15 | 0.63 | 1.51 | 3.07 | -0.28 | 0.86 | 1.31 | 0.76 | -1.08 | 0.12 |
| Draw Down(%) | NA | 22.2 | 29.0 | 29.0 | 53.9 | NA | 53.9 | 10.2 | 16.3 | 15.9 | 7.2 | 14.1 | 27.1 | 18.4 | 31.6 | 48.4 | 18.1 | 10.1 | 10.3 | 7.2 | 11.5 | 27.7 | 17.0 | 6.5 | 9.4 | 34.0 | 4.5 |
| Standard Deviation(%) | NA | 16.8 | 14.4 | 18.9 | 23.7 | NA | 19.8 | 17.0 | 15.1 | 13.8 | 12.8 | 16.7 | 30.2 | 21.3 | 34.2 | 41.0 | 17.8 | 13.8 | 14.0 | 13.3 | 13.0 | 19.8 | 15.1 | 12.8 | 10.4 | 13.5 | 9.9 |
| Treynor Ratio | NA | -0.1 | -0.01 | 0.02 | 0.04 | NA | 0.08 | 0.16 | -0.14 | -0.09 | 0.31 | 0.06 | -0.03 | 0.2 | 0.43 | -0.27 | -0.1 | 0.18 | 0.1 | 0.27 | 0.58 | -0.07 | 0.23 | 0.55 | 0.27 | -0.33 | 0.04 |
| Alpha | NA | -0.02 | -0.03 | -0.03 | -0.01 | NA | 0.01 | 0.01 | -0.04 | -0.06 | -0.02 | -0.04 | 0.0 | -0.02 | 0.02 | 0.05 | -0.03 | 0.02 | 0.02 | 0.02 | 0.03 | 0.05 | 0.04 | 0.07 | 0.02 | -0.04 | 0.06 |
| Beta | NA | 0.86 | 0.87 | 0.93 | 0.92 | NA | 0.78 | 0.83 | 0.9 | 0.89 | 0.88 | 0.99 | 0.94 | 0.88 | 0.94 | 0.91 | 0.93 | 0.87 | 0.91 | 0.76 | 0.69 | 0.75 | 0.57 | 0.3 | 0.29 | 0.44 | 0.3 |
| RSquared | NA | 0.84 | 0.84 | 0.91 | 0.95 | NA | 0.83 | 0.84 | 0.84 | 0.84 | 0.89 | 0.93 | 0.96 | 0.97 | 0.97 | 0.97 | 0.92 | 0.92 | 0.89 | 0.83 | 0.88 | 0.89 | 0.77 | 0.5 | 0.22 | 0.51 | 0.52 |
| Yield(%) | N/A | 16.6 | 12.1 | 9.5 | 8.0 | 9.9 | N/A | 0.0 | 16.9 | 17.4 | 4.5 | 3.2 | 7.9 | 0.1 | 0.2 | 2.3 | 17.2 | 14.1 | 13.4 | 11.0 | 1.7 | 3.9 | 6.3 | 5.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -26.4 | 239.5 | 37.9 | N/A | N/A | N/A | -100.0 | -26.4 | 359.8 | 44.4 | -64.1 | 8368.8 | 0.0 | -95.0 | -89.7 | 25.5 | 6.5 | 30.2 | 771.6 | -58.9 | -31.4 | 34.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/1997
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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