Artisan International Fd Insti Shs: (MF: APHIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$31.65 USD
+0.55 (1.77%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.32 | 14 |
3 months | 9.32 | 14 |
6 months | 4.57 | 3 |
1 Year | 10.40 | 15 |
3 Year | 8.25 | 9 |
5 Year | 10.59 | 48 |
10 Year | 5.17 | 37 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 10.40 |
5 Year | 10.58 |
10 Year | 5.17 |
Since Inception | 6.28 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 9.32 | NA | NA | NA |
2024 | 9.87 | -1.35 | 7.02 | -4.34 |
2023 | 8.32 | 0.96 | -4.75 | 9.95 |
2022 | -12.79 | -13.46 | -8.82 | 15.71 |
2021 | 0.34 | 5.96 | -0.21 | 2.98 |
2020 | -21.21 | 16.86 | 7.50 | 8.92 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.32 | 10.95 | 14.53 | -20.37 | 9.26 | 7.81 | 29.45 | -10.64 | 31.24 | -9.41 | -3.63 |
% Total Return Rel to Index | 2.30 | 6.61 | -4.32 | -3.89 | -8.10 | 2.37 | 11.02 | 5.49 | 9.43 | -7.53 | -0.35 |
% Total Return Rel to Peer | 4.52 | 6.41 | -0.29 | -0.65 | 2.83 | -6.91 | 7.11 | 5.38 | 2.31 | -12.16 | 0.92 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 4.00 | 1.00 | 1.00 | 3.00 | 5.00 | 3.00 |
% Dividends | 0.00 | 0.29 | 0.35 | 0.37 | 0.33 | 0.15 | 0.37 | 0.45 | 0.30 | 0.38 | 0.21 |
% Yield | 0.00 | 0.93 | 0.93 | 1.48 | 0.85 | 0.42 | 1.02 | 1.47 | 0.85 | 1.42 | 0.69 |
Capital Gains ($) | 0.00 | 2.53 | 0.21 | 0.00 | 6.88 | 1.04 | 1.44 | 2.27 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.96 | 0.96 | 0.97 | 0.95 | 0.96 | 0.96 | 0.95 | 0.96 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%