Nasdaq - Delayed Quote USD
Artisan Value Investor (ARTLX)
15.02
+0.11
+(0.74%)
At close: 8:04:11 PM EDT
Fund Summary
The fund may invest up to 25% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts). Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other securities of companies across a broad capitalization range.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.29% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.52% |
| 5y Average Return | 19.05% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ARTLX | Category Average | ARTLX | Category Average | ARTLX | Category Average | |
| Alpha | -0.36 | -0.01 | 1.77 | -0.03 | -2.75 | -0.03 |
| BETA | 0.94 | 0.01 | 0.95 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 1 | 0.01 | 1.42 | 0.01 | 0.9 | 0.01 |
| R-squared | 79.32 | 0.78 | 76.08 | 0.83 | 79.68 | 0.84 |
| Standard Deviation | 17.29 | 0.17 | 17.59 | 0.19 | 18.25 | 0.16 |
| Sharpe Ratio | 0.43 | 0 | 0.8 | 0 | 0.48 | 0.01 |
| Treynor Ratio | 6.76 | 0.04 | 14.5 | 0.07 | 7.05 | 0.08 |
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