Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHUX (Artisan Floating Rate Fund Institutional Shares) | 0.79% | 5.04% | 7.98% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHUX (Artisan Floating Rate Fund Institutional Shares) | 12/01/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 5.04 | 7.98 | NA | NA | NA | NA | … | … | 0.79 | 6.53 | 7.71 | 13.72 | -1.86 | -0.30 |
| Sharpe Ratio | NA | 1.01 | 1.73 | NA | NA | NA | NA | … | … | -0.27 | 1.33 | 1.55 | 3.10 | -1.12 | -3.43 |
| Standard Deviation(%) | NA | 2.37 | 2.73 | NA | NA | NA | NA | … | … | 2.41 | 2.75 | 2.64 | 3.28 | 2.95 | 1.04 |
| Draw Down(%) | NA | 1.70 | 2.76 | NA | NA | NA | NA | … | … | 1.70 | 2.76 | 0.84 | 1.89 | 5.66 | 0.40 |
| Yield(%) | 0.00 | 6.67 | 7.97 | 6.10 | 3.05 | 2.03 | 1.53 | … | … | 2.24 | 7.39 | 8.18 | 9.35 | 4.72 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHUX (Artisan Floating Rate Fund Institutional Shares) |
6.63%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHUX (Artisan Floating Rate Fund Institutional Shares) |
9.62%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart