Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APHKX (ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES) | 5.87% | 7.06% | 8.93% | 13.65% | 6.25% | 8.16% | NA | 6.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHKX (ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES) | 12/19/2006 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/19/2006.
AR inception is since 12/19/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 7.06 | 8.93 | 13.65 | 6.25 | 8.16 | NA | 6.14 | 5.87 | 4.07 | 20.67 | -8.34 | 9.13 | 8.08 | 24.21 | -15.49 | 24.09 | 5.74 | -1.44 | -0.39 | 30.79 | 23.06 | -6.97 | 19.16 | 33.76 | -29.99 | -6.76 | -3.45 |
| Sharpe Ratio | NA | 0.05 | 0.33 | 0.72 | 0.28 | NA | NA | 0.28 | 1.02 | -0.26 | 1.50 | -0.48 | 0.62 | 0.23 | 2.11 | -1.39 | 2.81 | 0.34 | -0.12 | -0.04 | 3.00 | 1.67 | -0.31 | 1.10 | 1.51 | -0.99 | -0.65 | -3.13 |
| Standard Deviation(%) | NA | 12.56 | 14.00 | 15.97 | 16.70 | NA | NA | 17.72 | 16.63 | 9.74 | 11.06 | 20.32 | 14.61 | 33.79 | 10.82 | 12.13 | 8.39 | 16.42 | 12.54 | 9.86 | 10.26 | 13.90 | 22.72 | 17.27 | 22.33 | 31.14 | 15.00 | 24.02 |
| Draw Down(%) | NA | 13.07 | 18.48 | 28.44 | 38.07 | NA | NA | 54.74 | 11.03 | 10.37 | 7.82 | 24.83 | 13.10 | 38.07 | 6.90 | 22.57 | 4.66 | 10.69 | 13.89 | 13.38 | 6.01 | 12.84 | 22.17 | 14.42 | 26.33 | 40.82 | 15.47 | 4.07 |
| Yield(%) | 0.00 | 1.76 | 1.39 | 2.15 | 3.00 | 4.64 | 3.22 | 3.58 | 0.00 | 1.82 | 1.52 | 0.57 | 3.00 | 0.38 | 4.70 | 4.55 | 4.92 | 3.45 | 5.97 | 6.70 | 9.15 | 1.88 | 0.35 | 1.70 | 2.54 | 1.03 | 2.06 | 1.54 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHKX (ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES) |
-8.24%
Jun 2007 - Jun 2010 |
-1.81%
May 2007 - May 2012 |
5.28%
Oct 2013 - Oct 2023 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHKX (ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL SHARES) |
26.08%
Feb 2009 - Feb 2012 |
24.46%
Feb 2009 - Feb 2014 |
13.53%
Feb 2009 - Feb 2019 |
11.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart