Artisan US Value Equity Fund Class A US Dollar Accumulating SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.25 | -10.60 | 23.26 | 4.56 | 32.37 | 2.16 | 17.97 | 9.40 |
+/- Category | -0.45 | -6.95 | 4.20 | 3.95 | 6.25 | -1.85 | 12.38 | 1.94 |
+/- Category Index | -0.94 | -8.05 | 0.98 | 5.39 | 5.57 | -1.89 | 10.88 | -0.38 |
% Rank in Category | 59 | 95 | 17 | 27 | 5 | 72 | 4 | 16 |
Trailing Returns (GBP) | 18/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.67 | 0.04 | -0.54 |
1 Week | 1.26 | -0.16 | 0.70 |
1 Month | 2.63 | 1.36 | 1.47 |
3 Months | 2.58 | 0.72 | -0.43 |
6 Months | 10.39 | 1.10 | 0.92 |
YTD | 10.28 | 1.92 | 0.07 |
1 Year | 16.89 | 2.65 | -0.17 |
3 Years Annualised | 12.56 | 2.95 | 1.26 |
5 Years Annualised | 13.44 | 4.21 | 3.14 |
10 Years Annualised | 12.30 | 1.24 | -0.19 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.95 | -1.40 | - | - |
2023 | 4.77 | 4.60 | 2.68 | 4.84 |
2022 | 3.23 | -6.96 | 1.91 | 4.37 |
2021 | 8.66 | 14.04 | 1.94 | 4.80 |
2020 | -26.10 | 19.83 | 3.99 | 13.54 |
2019 | 10.36 | 6.29 | 4.82 | 0.25 |
|
Advertisement |