APHQX
Artisan MidCap Value-Inst
$15.48
0.04 (0.26%)
Currency in USD / Last Updated: 4/24/2024
Category | MidCap Value |
---|---|
Market Cap | 1227.536M |
52 Week High | 16.3 |
52 Week Low | 12.995 |
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Key Data
Symbol | APHQX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 15.48 |
Price Yesterday | 15.44 |
Market Cap | 1,227.54 |
YTD Return | 0.39% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 16.30 |
---|---|
52 Week Low | 13.00 |
Market Cap | 1,227.54M |
Shares Outstanding | 79.30M |
Income Dividend Yield | 0.97% |
Long Term Dividend Yield | 16.73% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 17.70% |
Returns Annualized
One Day | 92.06% |
---|---|
Five Days | 287.38% |
One Months | -34.88% |
Three Months | 5.34% |
Six Months | 35.53% |
Nine Months | 5.29% |
One Year | 12.43% |
Three Years | 2.96% |
Five Years | 7.62% |
Ten Years | 6.39% |
YTD | 1.25% |
Since Inception | 8.44% |
Returns Total
One Day | 0.26% |
---|---|
Five Days | 2.72% |
One Month | -3.67% |
Three Months | 1.31% |
Six Months | 16.26% |
Nine Months | 3.96% |
One Year | 12.42% |
Three Years | 9.14% |
Five Years | 44.30% |
Ten Years | 85.59% |
YTD | 0.39% |
Since Inception | 168.66% |
Yearly Returns
2024 | 0.39% |
---|---|
2023 | 18.35% |
2022 | -13.01% |
2021 | 26.66% |
2020 | 5.62% |
2019 | 23.81% |
2018 | -13.37% |
2017 | 12.62% |
2016 | 22.70% |
2015 | -9.68% |
Risk against SP-DA
Alpha | -13.14% |
---|---|
Beta | 1.05 |
Correlation | 86.09% |
Downside Deviation | 3.28% |
Coefficient of determination | 74.11% |
Standard Deviation | 4.20% |
Sharpe Ratio | -0.83 |
Sortino | -3.69 |
Treynor | 6.69 |
Ulcer Index | 4.55 |
Ulcer Performance Index | -2.66 |