Artisan Small Cap Fund Institutional (APHSX)

37.87 +0.59 (+1.58%) USD  |  Dec 22 2025
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APHSX Annualized 3 Month Total Returns (Daily)

Annualized 3 Month Total Returns (Daily) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Annualized Total Returns Definition

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Annualized Total Returns represent the compound annual growth rate (CAGR) of an investment over a specified period, assuming all income—such as dividends, interest, and capital gains distributions—is reinvested. This metric captures the full effect of both price appreciation and income generated by the investment, offering a comprehensive measure of performance.

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Annualized 3 Month Total Returns (Daily) Range, Past 5 Years

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Annualized 3 Month Total Returns (Daily) Benchmarks

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Segall Bryant & Hamill Small Cap Growth Fd Inst Upgrade
Hartford Small Company HLS Fund IA Upgrade
Goldman Sachs Small Cap Growth Fund Institutional Upgrade
ClearBridge Small Cap Growth Fund I Upgrade
AB Small Cap Growth Portfolio I Upgrade

Annualized 3 Month Total Returns (Daily) Excel Add-In Codes

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Metric Code: annualized_daily_three_month_total_return
Latest Data Point: =YCP("M:APHSX", "annualized_daily_three_month_total_return")
Last 5 Data Points: =YCS("M:APHSX", "annualized_daily_three_month_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.