Nasdaq - Delayed Quote USD
Artisan Mid Cap Value Investor (ARTQX)
15.24
+0.09
+(0.59%)
At close: 8:04:12 PM EDT
Fund Summary
The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.25% |
| 5y Average Return | 14.75% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ARTQX | Category Average | ARTQX | Category Average | ARTQX | Category Average | |
| Alpha | -8.55 | -0.09 | -1.9 | -0.07 | -6.39 | -0.06 |
| BETA | 1.06 | 0.01 | 0.98 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 1.14 | 0.01 | 0.62 | 0.01 |
| R-squared | 79.98 | 0.85 | 74.06 | 0.82 | 77.77 | 0.84 |
| Standard Deviation | 19.32 | 0.25 | 18.24 | 0.2 | 18.89 | 0.17 |
| Sharpe Ratio | 0.01 | 0.01 | 0.59 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | -1.62 | 0.08 | 10.12 | 0.09 | 3.41 | 0.09 |
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