ARTLX
Artisan Value-Inv
$14.31
0.03 (0.21%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Value |
---|---|
Market Cap | 348.228M |
52 Week High | 14.95 |
52 Week Low | 11.959 |
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Key Data
Symbol | ARTLX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 14.31 |
Price Yesterday | 14.28 |
Market Cap | 348.23 |
YTD Return | 4.00% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0098 |
Overview
52 Week High | 14.95 |
---|---|
52 Week Low | 11.96 |
Market Cap | 348.23M |
Shares Outstanding | 24.33M |
Income Dividend Yield | 0.90% |
Long Term Dividend Yield | 4.01% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.90% |
Returns Annualized
One Day | 69.79% |
---|---|
Five Days | -70.45% |
One Months | -18.65% |
Three Months | 19.06% |
Six Months | 30.57% |
Nine Months | 9.82% |
One Year | 16.81% |
Three Years | 8.01% |
Five Years | 12.08% |
Ten Years | 9.50% |
YTD | 14.09% |
Since Inception | 8.24% |
Returns Total
One Day | 0.21% |
---|---|
Five Days | -2.39% |
One Month | -1.78% |
Three Months | 4.45% |
Six Months | 14.13% |
Nine Months | 7.31% |
One Year | 16.79% |
Three Years | 25.97% |
Five Years | 76.58% |
Ten Years | 147.32% |
YTD | 4.00% |
Since Inception | 316.23% |
Yearly Returns
2024 | 4.00% |
---|---|
2023 | 24.23% |
2022 | -8.86% |
2021 | 23.08% |
2020 | 10.63% |
2019 | 30.29% |
2018 | -14.93% |
2017 | 15.99% |
2016 | 29.03% |
2015 | -9.09% |
Risk against SP-DA
Alpha | -3.85% |
---|---|
Beta | 0.89 |
Correlation | 94.19% |
Downside Deviation | 2.69% |
Coefficient of determination | 88.71% |
Standard Deviation | 3.22% |
Sharpe Ratio | -0.51 |
Sortino | -2.13 |
Treynor | 12.83 |
Ulcer Index | 3.33 |
Ulcer Performance Index | -1.72 |