Nasdaq - Delayed Quote • USD
Artisan High Income Investor (ARTFX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade (below BBB- by Standard & Poor's Rating Services ("S&P") or Fitch, Inc. ("Fitch") or below Baa3 by Moody's Investors Service, Inc. ("Moody's")), or comparably rated by another nationally recognized statistical rating organization ("NRSRO"), or unrated but determined by Artisan Partners to be of comparable quality.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 1.99% |
| 5y Average Return | 5.70% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ARTFX | Category Average | ARTFX | Category Average | ARTFX | Category Average | |
| Alpha | 4.5 | 0.03 | 4.99 | 0.04 | 4.55 | 0.04 |
| BETA | 0.73 | 0.01 | 0.73 | 0 | 0.64 | 0 |
| Mean Annual Return | 0.24 | 0.01 | 0.47 | 0.01 | 0.49 | 0 |
| R-squared | 48.59 | 0.04 | 22.49 | 0.05 | 16.87 | 0.04 |
| Standard Deviation | 7.75 | 0.09 | 9.59 | 0.07 | 7.54 | 0.07 |
| Sharpe Ratio | -0.02 | 0.01 | 0.36 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | -0.67 | 0.11 | 4.18 | 0.11 | 6.68 | 0.12 |
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