APHNX
Artisan Select Equity-Inst
$14.39
0.05 (0.35%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 49.114M |
52 Week High | 14.85 |
52 Week Low | 11.396 |
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Key Data
Symbol | APHNX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.39 |
Price Yesterday | 14.34 |
Market Cap | 49.11 |
YTD Return | 7.55% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0111 |
Overview
52 Week High | 14.85 |
---|---|
52 Week Low | 11.40 |
Market Cap | 49.11M |
Shares Outstanding | 3.41M |
Income Dividend Yield | 0.57% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.57% |
Returns Annualized
One Day | 140.61% |
---|---|
Five Days | -6.77% |
One Months | -3.90% |
Three Months | 32.24% |
Six Months | 49.66% |
Nine Months | 17.59% |
One Year | 20.82% |
Three Years | 4.65% |
Five Years | -999 |
Ten Years | -999 |
YTD | 27.32% |
Since Inception | 11.02% |
Returns Total
One Day | 0.35% |
---|---|
Five Days | -0.14% |
One Month | -0.35% |
Three Months | 7.23% |
Six Months | 22.11% |
Nine Months | 12.98% |
One Year | 20.79% |
Three Years | 14.59% |
Five Years | -999 |
Ten Years | -999 |
YTD | 7.55% |
Since Inception | 53.95% |
Yearly Returns
2024 | 7.55% |
---|---|
2023 | 26.33% |
2022 | -16.98% |
2021 | 15.53% |
2020 | 18.13% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | 1.40% |
---|---|
Beta | 0.87 |
Correlation | 92.43% |
Downside Deviation | 2.76% |
Coefficient of determination | 85.43% |
Standard Deviation | 3.22% |
Sharpe Ratio | -0.06 |
Sortino | -0.24 |
Treynor | 17.7 |
Ulcer Index | 3.76 |
Ulcer Performance Index | -0.17 |