ARTQX
Artisan MidCap Value-Inv
$16.32
0.25 (1.56%)
Currency in USD / Last Updated: 3/27/2024
Category | MidCap Value |
---|---|
Market Cap | 1178.066M |
52 Week High | 16.32 |
52 Week Low | 13.077 |
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Key Data
Symbol | ARTQX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 16.32 |
Price Yesterday | 16.07 |
Market Cap | 1,178.07 |
YTD Return | 5.15% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0122 |
Overview
52 Week High | 16.32 |
---|---|
52 Week Low | 13.08 |
Market Cap | 1,178.07M |
Shares Outstanding | 72.19M |
Income Dividend Yield | 0.70% |
Long Term Dividend Yield | 15.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 16.56% |
Returns Annualized
One Day | 4,810.81% |
---|---|
Five Days | 49.70% |
One Months | 59.24% |
Three Months | 21.10% |
Six Months | 38.33% |
Nine Months | 21.17% |
One Year | 23.00% |
Three Years | 5.46% |
Five Years | 9.85% |
Ten Years | 6.82% |
YTD | 23.53% |
Since Inception | 9.82% |
Returns Total
One Day | 1.56% |
---|---|
Five Days | 0.80% |
One Month | 3.95% |
Three Months | 4.82% |
Six Months | 17.44% |
Nine Months | 15.47% |
One Year | 22.97% |
Three Years | 17.25% |
Five Years | 59.81% |
Ten Years | 93.16% |
YTD | 5.15% |
Since Inception | 755.79% |
Yearly Returns
2024 | 5.15% |
---|---|
2023 | 18.15% |
2022 | -13.21% |
2021 | 26.35% |
2020 | 5.45% |
2019 | 23.52% |
2018 | -13.57% |
2017 | 12.37% |
2016 | 22.46% |
2015 | -9.88% |
Risk against SP-DA
Alpha | -14.54% |
---|---|
Beta | 1.12 |
Correlation | 90.74% |
Downside Deviation | 3.27% |
Coefficient of determination | 82.34% |
Standard Deviation | 4.15% |
Sharpe Ratio | -0.77 |
Sortino | -3.39 |
Treynor | 15.84 |
Ulcer Index | 4.42 |
Ulcer Performance Index | -2.51 |