APHRX
Artisan Global Opportunities-Inst
$35.24
-0.13 (-0.37%)
Currency in USD / Last Updated: 3/28/2024
Category | World Large Growth |
---|---|
Market Cap | 2686.374M |
52 Week High | 35.42 |
52 Week Low | 26.633 |
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Key Data
Symbol | APHRX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 35.24 |
Price Yesterday | 35.37 |
Market Cap | 2,686.37 |
YTD Return | 10.82% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0091 |
Overview
52 Week High | 35.42 |
---|---|
52 Week Low | 26.63 |
Market Cap | 2,686.37M |
Shares Outstanding | 76.23M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 2.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.02% |
Returns Annualized
One Day | -60.50% |
---|---|
Five Days | -22.67% |
One Months | 55.38% |
Three Months | 52.92% |
Six Months | 58.41% |
Nine Months | 25.51% |
One Year | 25.61% |
Three Years | 3.46% |
Five Years | 12.20% |
Ten Years | 11.21% |
YTD | 52.92% |
Since Inception | 11.87% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | -0.51% |
One Month | 3.56% |
Three Months | 10.82% |
Six Months | 25.37% |
Nine Months | 18.34% |
One Year | 25.24% |
Three Years | 10.68% |
Five Years | 77.53% |
Ten Years | 188.50% |
YTD | 10.82% |
Since Inception | 312.60% |
Yearly Returns
2024 | 10.82% |
---|---|
2023 | 23.28% |
2022 | -30.19% |
2021 | 13.92% |
2020 | 40.07% |
2019 | 35.95% |
2018 | -8.86% |
2017 | 31.49% |
2016 | 5.01% |
2015 | 8.01% |
Risk against SP-DA
Alpha | -9.16% |
---|---|
Beta | 1.16 |
Correlation | 94.85% |
Downside Deviation | 3.85% |
Coefficient of determination | 89.96% |
Standard Deviation | 4.09% |
Sharpe Ratio | -0.33 |
Sortino | -1.2 |
Treynor | 21.26 |
Ulcer Index | 4.22 |
Ulcer Performance Index | -1.1 |