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Artisan Value Income Fund (APHWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.88+0.04 (+0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.31%
5-Year Average Return0.00%
Number of Years Up1
Number of Years DownN/A
Best 1 Yr Total Return (May 2, 2024)11.07%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return11.07%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPHWXCategory
YTD2.05%17.52%
1-Month-2.79%-0.87%
3-Month2.37%5.51%
1-Year8.61%42.88%
3-Year0.00%11.93%
5-Year0.00%12.07%
10-Year0.00%10.95%
Last Bull Market19.23%23.18%
Last Bear Market-11.11%-17.87%

Annual Total Return (%) History

Year
APHWXCategory
2024
N/AN/A
2023
11.07%N/A
2022
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.98%N/AN/AN/A
20231.42%2.71%-3.49%10.47%
2022-11.11%-6.95%10.24%N/A

Rank In Category (By Total Return)

YTD87
1-Month13
3-Month84
1-Year86
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year8.61%
3-YearN/A
5-YearN/A
10-YearN/A